ProFrac Holding Corp. operates as a technology-focused energy services holding company in the United States. It operates through three segments: Stimulation Services, Proppant Production, and Manufacturing. The company offers hydraulic fracturing, proppant production, well stimulation, in-basin frac sand, and other completion services and complementary products and services to upstream oil and natural gas companies engaged in the exploration and production …
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Competitive advantage assessment
Key risks
Commodity Pressure / Weak DifferentiationGross margin at 4.3th percentile with high volatility suggests weak pricing power or commoditized products.
ROIC Below WACC or PeersROIC at 2.1th percentile suggests inefficient capital deployment.
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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Where ACDC ranks in Oil & Gas Equipment & Services
ProFrac Holding Corp. ranks #47 of 50
scored companies in Oil & Gas Equipment & Services by moat score — the top 94%.
The widest moat in the group is Cactus, Inc. Class A Common Sto (WHD)
at 78/100.
Moat scores for companies ranked near ACDC in Oil & Gas Equipment & Services
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 36
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 15
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 3
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 11
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 6
· 15% of the moat score
Scale matters only when it converts into economics.
ProFrac Holding Corp. (ACDC) scores 13 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as weak. It ranks #47 of 50 scored companies in Oil & Gas Equipment & Services, the top 94%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 49 companies in Oil & Gas Equipment & Services. Its strongest defense is Cost Advantage (36/100) and its weakest is Capital Efficiency (3/100).
How does ProFrac Holding Corp. compare with other Oil & Gas Equipment & Services companies?
ProFrac Holding Corp. ranks #47 of 50 scored companies in Oil & Gas Equipment & Services by moat score. The widest moat in Oil & Gas Equipment & Services is Cactus, Inc. Class A Common Sto (WHD) at 78/100. The companies ranked closest are KLX Energy Services Holdings, I (KLXE) at 16 just above it and NextDecade Corporation (NEXT) at 6 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 49 companies in Oil & Gas Equipment & Services. The defenses are then weighted to produce the overall score out of 100.
Why is ProFrac Holding Corp. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for ProFrac Holding Corp.?
The Corporate Default template measures 6 defenses, and ACDC scores: Pricing Power (12), Cost Advantage (36), Customer Stickiness (15), Capital Efficiency (3), Resilience (11), Scale & Market Position (6). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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