(USAC) USA Compression Partners - Overview
Sector: Energy | Industry: Oil & Gas Equipment & Services | Exchange: NYSE (USA) | Market Cap: 4.217m USD | Total Return: 21.4% in 12m
Avg Turnover: 5.96M
EPS Trend: 87.9%
Qual. Beats: -1
Rev. Trend: 97.6%
Qual. Beats: 1
Warnings
Share dilution 21.2% YoY
Tailwinds
No distinct edge detected
USA Compression Partners, LP (NYSE: USAC) provides natural gas compression and treating services to upstream and midstream energy companies across the United States. The company operates a large fleet of compression units utilized in natural gas gathering, processing, and gas lift operations for crude oil production. Its service offerings include dehydration and the removal of impurities such as carbon dioxide and hydrogen sulfide to meet pipeline specifications.
The business model relies on fixed-fee service contracts, which typically provide more stable cash flows than direct commodity price exposure. In the midstream sector, compression is a critical infrastructure requirement because pipeline pressure naturally declines as wells age, necessitating mechanical assistance to move gas to market. As of late 2025, the company maintains a fleet capacity of 3.9 million horsepower.
Investors can further examine these operational metrics and distribution history on ValueRay. USA Compression Partners is headquartered in Dallas, Texas, and has been in operation since 1998.
- Demand for natural gas gathering services drives fleet utilization and contract rates
- Rising capital expenditure for horsepower expansion impacts distributable cash flow levels
- Domestic natural gas production volumes dictate midstream infrastructure compression requirements
- Interest rate fluctuations influence cost of debt for capital-intensive fleet operations
- Shift toward gas lift applications in crude oil wells diversifies revenue streams
| Net Income: 129.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.08 > 0.02 and ΔFCF/TA 0.53 > 1.0 |
| NWC/Revenue: 11.31% < 20% (prev 7.99%; Δ 3.32% < -1%) |
| CFO/TA 0.11 > 3% & CFO 425.7m > Net Income 129.1m |
| Net Debt (2.99b) to EBITDA (634.9m): 4.71 < 3 |
| Current Ratio: 1.55 > 1.5 & < 3 |
| Outstanding Shares: last quarter (143.1m) vs 12m ago 21.04% < -2% |
| Gross Margin: 51.61% > 18% (prev 0.67%; Δ 5.09k% > 0.5%) |
| Asset Turnover: 33.63% > 50% (prev 35.62%; Δ -1.99% > 0%) |
| Interest Coverage Ratio: 1.76 > 6 (EBITDA TTM 634.9m / Interest Expense TTM 189.0m) |
| DSRI: 1.49 (Receivables 162.9m/97.4m, Revenue 1.08b/966.4m) |
| GMI: 1.31 (GM 51.61% / 67.38%) |
| AQI: 1.07 (AQ_t 0.09 / AQ_t-1 0.08) |
| SGI: 1.12 (Revenue 1.08b / 966.4m) |
| TATA: -0.08 (NI 129.1m - CFO 425.7m) / TA 3.73b) |
| Beneish M = -2.30 (Cap -4..+1) = BBB |
As of May 29, 2026, the stock is trading at USD 28.72 with a total of 203,208 shares traded.
Over the past week, the price has changed by -3.17%,
over one month by +5.67%,
over three months by +7.17% and
over the past year by +21.38%.
USA Compression Partners has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold USAC.
- StrongBuy: 0
- Buy: 1
- Hold: 4
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 29.3 | 2.1% |
P/E Trailing = 29.6837
P/E Forward = 20.0803
P/S = 3.8899
P/B = 13.3176
P/EG = -68.32
Revenue TTM = 1.08b USD
EBIT TTM = 333.3m USD
EBITDA TTM = 634.9m USD
Long Term Debt = 2.98b USD (from longTermDebt, last quarter)
Short Term Debt = 4.82m USD (from shortTermDebt, last fiscal year)
Debt = 3.01b USD (from shortLongTermDebtTotal, last quarter) + Leases 13.7m
Net Debt = 2.99b USD (calculated: Debt 3.01b - CCE 14.5m)
Enterprise Value = 7.21b USD (4.22b + Debt 3.01b - CCE 14.5m)
Interest Coverage Ratio = 1.76 (Ebit TTM 333.3m / Interest Expense TTM 189.0m)
EV/FCF = 23.83x (Enterprise Value 7.21b / FCF TTM 302.6m)
FCF Yield = 4.20% (FCF TTM 302.6m / Enterprise Value 7.21b)
FCF Margin = 27.91% (FCF TTM 302.6m / Revenue TTM 1.08b)
Net Margin = 11.91% (Net Income TTM 129.1m / Revenue TTM 1.08b)
Gross Margin = 51.61% ((Revenue TTM 1.08b - Cost of Revenue TTM 524.6m) / Revenue TTM)
Gross Margin QoQ = 38.10% (prev 38.18%)
Tobins Q-Ratio = 1.93 (Enterprise Value 7.21b / Total Assets 3.73b)
Interest Expense / Debt = 6.28% (Interest Expense 189.0m / Debt 3.01b)
Taxrate = 9.71% (4.12m / 42.5m)
NOPAT = 301.0m (EBIT 333.3m * (1 - 9.71%))
Current Ratio = 1.55 (Total Current Assets 346.8m / Total Current Liabilities 224.2m)
Debt / Equity = 9.50 (Debt 3.01b / totalStockholderEquity, last quarter 316.7m)
Debt / EBITDA = 4.71 (Net Debt 2.99b / EBITDA 634.9m)
Debt / FCF = 9.89 (Net Debt 2.99b / FCF TTM 302.6m)
Total Stockholder Equity = 19.8m (last 4 quarters mean from totalStockholderEquity)
RoA = 4.01% (Net Income 129.1m / Total Assets 3.73b)
RoE = 651.1% (Net Income TTM 129.1m / Total Stockholder Equity 19.8m)
RoCE = 11.11% (EBIT 333.3m / Capital Employed (Equity 19.8m + L.T.Debt 2.98b))
RoIC = 8.60% (NOPAT 301.0m / Invested Capital 3.50b)
WACC = 6.76% (E(4.22b)/V(7.22b) * Re(7.54%) + D(3.01b)/V(7.22b) * Rd(6.28%) * (1-Tc(0.10)))
Discount Rate = 7.54% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 82.81 | Cagr: 16.71%
[DCF] Terminal Value 77.97% ; FCFF base≈263.7m ; Y1≈302.3m ; Y5≈444.9m
[DCF] Fair Price = 25.54 (EV 6.70b - Net Debt 2.99b = Equity 3.70b / Shares 145.0m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 87.89 | EPS CAGR: 180.5% | SUE: -0.93 | # QB: -1
Revenue Correlation: 97.57 | Revenue CAGR: 10.99% | SUE: 4.0 | # QB: 1
EPS current Quarter (2026-06-30): EPS=0.33 | Chg30d=-1.64% | Revisions=-20% | Analysts=2
EPS next Quarter (2026-09-30): EPS=0.34 | Chg30d=-4.46% | Revisions=+0% | Analysts=2
EPS current Year (2026-12-31): EPS=1.32 | Chg30d=-7.61% | Revisions=-33% | GrowthEPS=+30.1% | GrowthRev=+36.1%
EPS next Year (2027-12-31): EPS=1.79 | Chg30d=-0.42% | Revisions=+0% | GrowthEPS=+35.3% | GrowthRev=+3.4%
[Analyst] Revisions Ratio: -33%