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Patterson-UTI Energy, Inc. (PTEN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Patterson-UTI Energy, Inc.

PTENMarket cap $4.38BPrice $11.5

Country🇺🇸United States

SectorEnergy

IndustryEnergy Equipment

Runs one of the largest fleets of land drilling rigs in North America, powering shale oil and gas production for major operators. When drilling activity swings, this company's rigs are often the first indicator energy analysts watch.

In Bastion Portfolios?

52W Return+114%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+22%9

Revenue Forecast

Rev CAGR (1y)+2%3

Rev CAGR (3y)+3%3

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1Loss1

EPS Growth Y+20%5

EPS Growth Y+3+75%10

Quality

Margins

EBIT Margin-2%1

Net Income Margin-2%2

Free Cash Flow Margin4%4

Debt

Net Debt/EBITDA1.35

Efficiency

ROE-3%2

ROA-2%2

Earnings Stability44

GEAR+VERY WEAK14

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)741

P/E Ratio (Forward 3y)262

P/BV1.48

EV Multiples

EV/EBITDA Fwd69

EV/EBIT Fwd901

Yield

Free Cash Flow Yield4.1%6

Dividend Yield3.5%8

Momentum

Short term

1 month return-11%2

3 month return+23%10

YTD return+93%10

Mid term

Price vs 52wHigh86%7

1 year return+110%10

Long term

3 year return-2%3

5 year return+47%6

Risk Shield

Price Risk

Beta0.76

Volatility52%3

Free Cash Flow

Free Cash Flow Margin4%4

Free Cash Flow Yield4.1%6

Quality

ROCE-2%1

Earnings Stability44

Net Debt/EBITDA1.35

02Growth

Is it actually growing, and how fast?

PTENPatterson-UTI Energy

Revenue FY25$4.8B

GROWTH RATING↗

AVERAGE39 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+22%9

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26ELoss1

EPS growth, FY27E0%5

EPS growth, FY28E+75%10

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 22%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

A mid-pack grower, ahead of 39% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 22%/yr over the last 3 years; forecasts see it cooling to 3%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG68 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-11%2

3-month return+23%10

YTD return+93%10

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+110%10

3-year return-2%3

5-year return+47%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 110% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+23%) and so far this year (+93%).

WATCH

Average long-term results. Multi-year returns are middling (-2.1% over three years and +47% over five), roughly average for the market.

WEAKNESSES

The stock is underperforming over the past month (-11%).

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Patterson-UTI Energy, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

PTENPatterson-UTI Energy

Revenue FY25$4.8B

GROWTH RATING↗

AVERAGE39 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+22%9

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+3%3

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26ELoss1

EPS growth, FY27E0%5

EPS growth, FY28E+75%10

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 22%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

WATCH

A mid-pack grower, ahead of 39% of companies worldwide.

Revenue is set to grow 3%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 22%/yr over the last 3 years; forecasts see it cooling to 3%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG68 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-11%2

3-month return+23%10

YTD return+93%10

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+110%10

3-year return-2%3

5-year return+47%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 110% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+23%) and so far this year (+93%).

WATCH

Average long-term results. Multi-year returns are middling (-2.1% over three years and +47% over five), roughly average for the market.

WEAKNESSES

The stock is underperforming over the past month (-11%).

BOTTOM LINE

Fresh Momentum

04Value

Are you paying a fair price for it?

Stop guessing on Patterson-UTI Energy, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community