Kodiak Gas Services, Inc. operates contract compression infrastructure for customers in the oil and gas industry in the United States. It operates in two segments, Contract Services and Other Services. The Contract Services segment operates company-owned and customer-owned compression, and gas treating and cooling infrastructure, pursuant to primarily fixed-revenue contracts to enable the production and gathering of natural gas and …
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Competitive advantage assessment
Key strengths
Margins Consistently Above PeersGross margin at 42.2% (top 8%) and operating margin at 26.0% (top 6%) indicate strong pricing power.
Margins Stable Across CyclesOperating margin volatility is low (stability score 0.83), demonstrating pricing resilience across cycles.
Kodiak Gas Services, Inc. ranks #11 of 50
scored companies in Oil & Gas Equipment & Services by moat score — the top 22%.
The widest moat in the group is Cactus, Inc. Class A Common Sto (WHD)
at 78/100.
Moat scores for companies ranked near KGS in Oil & Gas Equipment & Services
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 73
· 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 90
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 48
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 30
· 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 60
· 15% of the moat score
Scale matters only when it converts into economics.
Kodiak Gas Services, Inc. (KGS) scores 65 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #11 of 50 scored companies in Oil & Gas Equipment & Services, the top 22%. 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 Customer Stickiness (90/100) and its weakest is Resilience (30/100).
How does Kodiak Gas Services, Inc. compare with other Oil & Gas Equipment & Services companies?
Kodiak Gas Services, Inc. ranks #11 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 Baker Hughes Company (BKR) at 66 just above it and Weatherford International plc (WFRD) at 65 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 Kodiak Gas Services, Inc. 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 Kodiak Gas Services, Inc.?
The Corporate Default template measures 6 defenses, and KGS scores: Pricing Power (89), Cost Advantage (73), Customer Stickiness (90), Capital Efficiency (48), Resilience (30), Scale & Market Position (60). 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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