Head-To-Head Analysis: Bristow Group (NYSE:VTOL) & National Energy Services Reunited (NASDAQ:NESR)

National Energy Services Reunited (NASDAQ:NESR) and Bristow Group (NYSE:VTOL) are both small-cap energy companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, valuation, institutional ownership and earnings.

Risk & Volatility

National Energy Services Reunited has a beta of 0.48, indicating that its share price is 52% less volatile than the S&P 500. Comparatively, Bristow Group has a beta of 1.23, indicating that its share price is 23% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent recommendations and price targets for National Energy Services Reunited and Bristow Group, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
National Energy Services Reunited	0	2	8	0	2.80
Bristow Group	0	1	3	0	2.75

National Energy Services Reunited presently has a consensus target price of $40.38, indicating a potential upside of 115.56%. Bristow Group has a consensus target price of $60.00, indicating a potential upside of 55.51%. Given National Energy Services Reunited’s stronger consensus rating and higher probable upside, analysts clearly believe National Energy Services Reunited is more favorable than Bristow Group.

Earnings & Valuation

This table compares National Energy Services Reunited and Bristow Group”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
National Energy Services Reunited	$1.62 billion	1.17	$51.13 million	$0.92	20.36
Bristow Group	$1.49 billion	0.77	$129.07 million	$3.47	11.12

Bristow Group has lower revenue, but higher earnings than National Energy Services Reunited. Bristow Group is trading at a lower price-to-earnings ratio than National Energy Services Reunited, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares National Energy Services Reunited and Bristow Group’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
National Energy Services Reunited	5.77%	12.07%	6.22%
Bristow Group	6.66%	9.82%	4.45%

Insider and Institutional Ownership

15.6% of National Energy Services Reunited shares are held by institutional investors. Comparatively, 93.3% of Bristow Group shares are held by institutional investors. 9.7% of National Energy Services Reunited shares are held by company insiders. Comparatively, 12.8% of Bristow Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Summary

National Energy Services Reunited beats Bristow Group on 8 of the 14 factors compared between the two stocks.

About National Energy Services Reunited

National Energy Services Reunited Corp. provides oilfield services in the Middle East and North Africa region. The company’s Production Services segment offers hydraulic fracturing services; coiled tubing services, including nitrogen lifting, fishing, milling, clean-out, scale removal, and other well applications; stimulation and pumping services; primary and remedial cementing services; nitrogen services; filtration services, as well as frac tanks and pumping units; and pipeline and industrial services, such as water filling and hydro testing, nitrogen purging, and de-gassing and pressure testing, as well as cutting/welding and cooling down piping/vessels systems. This segment also provides production assurance chemicals; integrated project management projects; artificial lift services; and surface and subsurface safety systems, high-pressure packer systems, flow controls, service tools, expandable liner technology, vacuum insulated tubing technology for steam applications, and engineering capabilities with manufacturing capacity and testing facilities, as well as sources and treats water for oil and gas, municipal, and industrial use. Its Drilling and Evaluation Services segment offers drilling and workover rigs; rigs and integrated services; fishing and remediation solutions; directional and turbines drilling; drilling fluid systems and related technologies; wireline logging; slickline services for removal of scale, wax and sand build-up, setting plugs, changing out gas lift valves, and fishing and other well applications; and well testing services to measure solids, gas, and oil and water produced from well, as well as rents drilling tools. This segment also provides oilfield solutions for thru-tubing intervention; tubular running services; and a range of wellhead products, flow control equipment, and frac equipment. National Energy Services Reunited Corp. was incorporated in 2017 and is headquartered in Houston, Texas.

About Bristow Group

Bristow Group Inc. provides vertical flight solutions. The company primarily offers aviation services to integrated, national, and independent offshore energy companies and government agencies. It also provides personnel transportation, search and rescue, medevac, ad hoc helicopter, fixed wing transportation, unmanned systems, and ad-hoc helicopter services, as well as logistical and maintenance support, training services, and flight and maintenance crews. The company has a fleet of aircrafts. It has customers in Australia, Brazil, Canada, Chile, the Dutch Caribbean, the Falkland Islands, India, Ireland, the Kingdom of Saudi Arabia, Mexico, the Netherlands, Nigeria, Norway, Spain, Suriname, Trinidad, the United Kingdom, and United States. Bristow Group Inc. is based in Houston, Texas.