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Company Analysis

USA Compression Partners, LP USAC

A comprehensive view of key metrics, scores, and financial health for USA Compression Partners, LP

Overview of USA Compression Partners, LP

USAC NYQ
Energy Oil & Gas Equipment & Services Framework: Commodities & Mining Mid Cap
USA Compression Partners, LP (USAC), is a Mid Cap company, in the Oil & Gas Equipment & Services industry, last closed at $25.09, about 61.8% overvalued vs fair value, +12.8% 1Y return, placing in the top 10% of its sector.
Metrics P/E 27.1× Rev Growth 5.0% Gross Margin 38.5% Div Yield 9.46%
USD 25.09
0.20%
(Delayed)
• Vol 90d: 29.4%
52-Week Range
Market Cap
$3.64B
Enterprise Value
$6.57B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 94%
Confidence: 92%
Updated: Oct 24
Top Beats

Quick Facts

Website https://usacompression.com
HQ Dallas, TX
Employees 885
Fiscal year Dec 31

Next Events

Earnings Nov 3 Call: Nov 3
Dividend Nov 6

Fair Value Snapshot

Bear Base Bull
$9
$10
$11
Current: $25.09 -62% vs base

Engine Room Money Flow™

Mid Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
$998.1M
5%%
Gross Profit
$384.5M
3.1%%
Operating Income
$306.5M
4.1%%
EBITDA
$588.4M
5.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
2.49x
Excellent

Operating Cash Flow / Net Income

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$266.9M
96.4% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
3/3
Improving
0
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating USA Compression Partners, LP's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
77
/100
Strong
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Margins Consistently Above Peers Gross margin at 38.5% (top 11%) and operating margin at 30.7% (top 4%) indicate strong pricing power.
  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.85), demonstrating pricing resilience across cycles.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.19), raising refinancing risk.
  • Liquidity Concerns Liquidity is concerning (score 0.23), raising questions about short-term obligations.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Commodities & Mining vs Industry Peers 87% Coverage
Trade-Off Triangle Visualization A ternary plot showing USAC's balance between Growth (36.6%), Profitability (44.9%), and Safety (18.5%). Growth 37% Safety 19% Profitability 45%

Click axes to expand details. Marker shows current allocation.

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Growth

59th percentile vs peers
59
Key Signals
Revenue CAGR 3Y 12.3% 71p Rev Growth YoY 5.0% 53p EPS Growth YoY 18.6% 59p TSR 6.9% 43p
Strengths
  • Superior capital returns - 2 return metrics above peer median
  • ROIC in top 20% of peers (12.2%, 80th percentile)
  • FCF Margin in top 20% of peers (27.8%, 86th percentile)
  • Consistently strong margins across 7 metrics
Risks

No significant risks identified for this axis.

Profitability

72th percentile vs peers
73
Key Signals
Strengths
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Safety

29th percentile vs peers
30
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for USA Compression Partners, LP.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$9.59
- - -
-61.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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