USAC Stock Analysis: USA Compression | NYSE
Oil & Gas Equipment & Services | NYSE, USA | Market Cap: 3.761m USD | 12M Return: 22.2% | US90290N1090 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 7.42M
EPS Trend: 93.2%
Qual. Beats: 1
Rev. Trend: 96.5%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
USA Compression Partners, LP (NYSE: USAC) is a Dallas, Texas-based provider of natural gas compression services to oil and natural gas producers, processors, gatherers, and transporters across the United States. The company operates a large-scale fleet of compression equipment that supports a range of midstream and upstream applications, including centralized natural gas gathering systems, processing facilities, and gas lift operations in crude oil wells.
In addition to its core compression business, USAC provides natural gas treating services such as carbon dioxide and hydrogen sulfide removal, as well as gas cooling, primarily serving natural gas producers and midstream customers. As of December 31, 2025, the companys fleet totaled 3.9 million horsepower, making it one of the larger independent compression service providers in the U.S. market. The company was founded in 1998 and has been publicly traded since its 2013 IPO.
The business operates as a Master Limited Partnership (MLP), a structure commonly used by U.S. midstream energy companies. Revenue is largely generated through long-term, fee-based contracts, which provides a degree of cash flow stability tied to the volume of natural gas moved through gathering and pipeline infrastructure rather than to commodity prices directly.
- Natural gas production volumes drive horsepower utilization and contract pricing
- MLP distribution coverage and leverage ratios guide capital allocation decisions
- Energy transition policies threaten long-term natural gas demand outlook
| Net Income: 146.2m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.08 > 0.02 and ΔFCF/TA -1.26 > 1.0 |
| NWC/Revenue: 7.05% < 20% (prev 5.31%; Δ 1.74% < -1%) |
| CFO/TA 0.12 > 3% & CFO 447.2m > Net Income 146.2m |
| Net Debt (2.96b) to EBITDA (669.2m): 4.43 < 3 |
| Current Ratio: 1.35 > 1.5 & < 3 |
| Outstanding Shares: last quarter (145.6m) vs 12m ago 21.85% < -2% |
| Gross Margin: 44.65% > 18% (prev 67.02%; Δ -22.37% > 0.5%) |
| Asset Turnover: 37.00% > 50% (prev 36.73%; Δ 0.27% > 0%) |
| Interest Coverage Ratio: 1.83 > 6 (EBIT TTM 349.4m / Interest Expense TTM 190.6m) |
| DSRI: 1.18 (Receivables 139.4m/98.5m, Revenue 1.18b/981.2m) |
| GMI: 1.50 (GM 67.02% / 44.65%) |
| AQI: 1.07 (AQ_t 0.09 / AQ_t-1 0.08) |
| SGI: 1.20 (Revenue 1.18b / 981.2m) |
| TATA: -0.08 (NI 146.2m - CFO 447.2m) / TA 3.69b) |
| Beneish M = -2.25 (Cap -4..+1) = BBB |
As of October 13, 2026, the stock is trading at USD 25.66 with a total of 173,096 shares traded. Over the past week, the price has changed by +1.06%, over one month by -3.86%, over three months by -2.64% and over the past year by +22.19%.
Current recommended Stop Loss: 24.80 (which is 3.4% or 1.4 ATR below the current price).
USA Compression has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold USAC.
- StrongBuy: 0
- Buy: 1
- Hold: 3
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 30 | 16.9% |
P/E Trailing = 24.4811
P/E Forward = 16.8919
P/S = 3.1979
P/B = 13.0419
P/EG = -68.32
Revenue TTM = 1.18b USD
EBIT TTM = 349.4m USD
EBITDA TTM = 669.2m USD
Long Term Debt = 2.94b USD (from longTermDebt, last quarter)
Short Term Debt = 4.82m USD (from shortTermDebt, last fiscal year)
Debt = 2.97b USD (from shortLongTermDebtTotal, last quarter) + Leases 15.4m
Net Debt = 2.96b USD (calculated: Debt 2.97b - CCE 9.48m)
Enterprise Value = 6.72b USD (3.76b + Debt 2.97b - CCE 9.48m)
Interest Coverage Ratio = 1.83 (Ebit TTM 349.4m / Interest Expense TTM 190.6m)
EV/FCF = 21.71x (Enterprise Value 6.72b / FCF TTM 309.8m)
FCF Yield = 4.61% (FCF TTM 309.8m / Enterprise Value 6.72b)
FCF Margin = 26.34% (FCF TTM 309.8m / Revenue TTM 1.18b)
Net Margin = 12.43% (Net Income TTM 146.2m / Revenue TTM 1.18b)
Gross Margin = 44.65% ((Revenue TTM 1.18b - Cost of Revenue TTM 651.0m) / Revenue TTM)
Gross Margin QoQ = 37.78% (prev 38.10%)
Tobins Q-Ratio = 1.82 (Enterprise Value 6.72b / Total Assets 3.69b)
Interest Expense / Debt = 6.41% (Interest Expense 190.6m / Debt 2.97b)
Taxrate = 7.90% (12.5m / 158.8m)
NOPAT = 321.8m (EBIT 349.4m * (1 - 7.90%))
Current Ratio = 1.35 (Total Current Assets 323.0m / Total Current Liabilities 240.1m)
Debt / Equity = 10.36 (Debt 2.97b / totalStockholderEquity, last quarter 287.1m)
Debt / EBITDA = 4.43 (Net Debt 2.96b / EBITDA 669.2m)
Debt / FCF = 9.57 (Net Debt 2.96b / FCF TTM 309.8m)
Total Stockholder Equity = 103.6m (last 4 quarters mean from totalStockholderEquity)
RoA = 4.60% (Net Income 146.2m / Total Assets 3.69b)
RoE = 141.2% (Net Income TTM 146.2m / Total Stockholder Equity 103.6m)
RoCE = 11.47% (EBIT 349.4m / Capital Employed (Equity 103.6m + L.T.Debt 2.94b))
RoIC = 9.35% (NOPAT 321.8m / Invested Capital 3.44b)
WACC = 6.77% (E(3.76b)/V(6.73b) * Re(7.46%) + D(2.97b)/V(6.73b) * Rd(6.41%) * (1-Tc(0.08)))
Discount Rate = 7.46% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 88.25 | Cagr: 16.33%
[DCF] Terminal Value 77.97% ; FCFF base≈289.2m ; Y1≈331.5m ; Y5≈487.9m
[DCF] Fair Price = 30.21 (EV 7.34b - Net Debt 2.96b = Equity 4.38b / Shares 144.9m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 93.16 | EPS CAGR: 98.20% | SUE: 1.79 | # QB: 1
Revenue Correlation: 96.46 | Revenue CAGR: 11.58% | SUE: 0.21 | # QB: 0
EPS current Quarter (2026-09-30): EPS=0.37 | Chg30d=+8.67% | Revisions=+25% | Analysts=1
EPS current Year (2026-12-31): EPS=1.44 | Chg30d=+8.85% | Revisions=+25% | GrowthEPS=+41.9% | GrowthRev=+37.9%
EPS next Year (2027-12-31): EPS=1.66 | Chg30d=-6.98% | Revisions=-25% | GrowthEPS=+15.5% | GrowthRev=+6.9%