MetaCap

Kodiak Gas Services (KGS) vs Cactus (WHD)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.

Summary

Cactus (WHD) has outperformed Kodiak Gas Services (KGS) over the past year, gaining 72.5% versus a gain of 47.8%. Kodiak Gas Services is the larger company by market cap ($5.41 billion vs $4.43 billion), about 1.2 times the size. On valuation, Kodiak Gas Services trades at a lower forward P/E (16.8x vs 17.4x for Cactus).

Kodiak Gas Services offers the higher dividend yield (3.67% vs 0.88%). Cactus converts more of its revenue into profit, with a net margin of 15.4% versus 6.2%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

KGS+47.78%WHD+72.54%
+116%+51%-15%
Oct 8, 20251 yearOct 8, 2026
KGS+229.86%WHD+49.39%
+389%+174%-41%
Jun 26, 20235 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

KGS versus WHD key metrics
MetricKGSWHD
Share price$53.48$63.59
Market cap$5.41B$4.43B
1-day change-0.18%+0.59%
YTD return+43.24%+38.40%
1-year return+47.78%+72.54%
5-year return—+50.42%
P/E ratio (TTM)62.1853.44
Forward P/E16.8517.42
EPS (TTM)$0.86$1.19
Dividend yield3.67%0.88%
Annual dividend$1.96$0.56
Revenue (latest FY)$1.31B$1.08B
Revenue growth (YoY)+12.83%-4.49%
Net income (latest FY)$80.52M$166.01M
Gross margin63.31%37.02%
Operating margin25.99%23.21%
Net margin6.16%15.39%
52-week high$77.68$74.07
52-week low$32.55$33.20
Distance from 52-week high-31.16%-14.15%
Analyst consensusstrong_buybuy
Avg. price target upside+54.71%+10.43%
Average volume1.77M771.28K
Shares outstanding101.10M69.73M
Employees1,3001,500
SectorUtilitiesConsumer Discretionary
IndustryNatural Gas DistributionOil and Gas Field Machinery

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • WHD has outperformed KGS by 24.8 percentage points over the past year.
  • Kodiak Gas Services offers a meaningfully higher dividend yield (3.67% vs 0.88%).
  • Cactus is more profitable, keeping 15.4 cents of every revenue dollar as net income versus 6.2 cents for Kodiak Gas Services.
  • Kodiak Gas Services grew revenue faster in its latest fiscal year (+12.83% vs -4.49%).
  • The two companies sit in different sectors: Kodiak Gas Services in Utilities and Cactus in Consumer Discretionary.

About Kodiak Gas Services

KGS stock →

Kodiak Gas Services, Inc. operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States.

Utilities · Natural Gas Distribution · 1,300 employees

About Cactus

WHD stock →

Cactus, Inc., together with its subsidiaries, designs, manufactures, sells, and rents engineered pressure control and spoolable pipe technologies in the United States, Australia, Canada, the Middle East, and internationally. The company operates in two segments: Pressure Control and Spoolable Technologies.

Consumer Discretionary · Oil and Gas Field Machinery · 1,500 employees

KGS vs WHD FAQ

Which is bigger, Kodiak Gas Services or Cactus?

Kodiak Gas Services (KGS) is larger, with a market capitalization of $5.41B compared with $4.43B for Cactus (WHD).

Which stock has performed better over the past year, KGS or WHD?

WHD returned +72.54% over the past 12 months, compared with +47.78% for KGS (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, KGS or WHD?

WHD has the lower trailing P/E at 53.4, versus 62.2 for KGS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Which pays a higher dividend, Kodiak Gas Services or Cactus?

Kodiak Gas Services has the higher yield at 3.67%, compared with 0.88% for Cactus.

Are Kodiak Gas Services and Cactus in the same industry?

No. Kodiak Gas Services is in the Utilities sector, while Cactus is in Consumer Discretionary.

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