Loading...
EXTN logo

Exterran CorporationInforme acción NYSE:EXTN

Capitalización bursátil US$152.6m
Precio de las acciones
n/a
Mi valor justo
No disponible
1Y-10.9%
7D-8.4%
Valor de la cartera
​
Ver

Exterran Corporation

Informe acción NYSE:EXTN

Capitalización de mercado: US$152.6m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Exterran (EXTN) Resumen de Acciones

Exterran Corporation, a systems and process company, provides various solutions in the oil, gas, water, and power markets worldwide. Saber más

Análisis fundamental de EXTN
Puntuación del snowflake
Valoración5/6
Crecimiento futuro0/6
Rendimiento pasado0/6
Salud financiera1/6
Dividendos0/6

Recompensas

Cotiza un 87.8% por debajo de nuestra estimación de su valor justo

Análisis de riesgos

Los beneficios han disminuido un 41.2% al año en los últimos 5 años

Los accionistas han sido diluidos en el último año

Tiene menos de 1 año de cash runway


EXTN Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

View all narratives

Competidores de Exterran Corporation

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Exterran
Precios históricos de las acciones
Precio actual de la acciónUS$4.58
Máximo en las últimas 52 semanasUS$7.70
Mínimo de 52 semanasUS$2.67
Beta0.26
Cambio en 1 mes-2.55%
Variación en 3 meses35.50%
Cambio de 1 año-10.90%
Variación en 3 años-63.74%
Variación en 5 años-84.95%
Variación desde la OPV-74.56%

Noticias y actualizaciones recientes

Seeking Alpha • Sep 11

Exterran 8.125% 2025: Likely To Be Called Above Par Soon

Summary Enerflex issued circular to it shareholders, achieving another big milestone to close the Exterran acquisition. Enerflex will need to issue a Change of Control offer for the Exterran 8.125% 2025 notes. Enerflex has committed financing in place to refinance Exterran's debt. The bond is expected to be taken out before the end of the year at $101-102. CUSIP: 30227KAE91. Situation Overview Enerflex (EFX:CA) announced its acquisition of Exterran (EXTN) back in January in an all-stock transaction. Enerflex and Exterran have obtained all major regulatory approvals and shareholder votes (for both Enerflex and Exterran) are scheduled for October 11, 2022. There is committed debt financing in place to refinance the entire capitals structure of the combined entity - a new $700 million RCF and a $925 million bridge loan, which will be used to refinancing the Exterran debt according to the circular filed on SEDAR. The fact that circular/proxy statement and F-4 are filed indicates that the management team believes that achieving the required shareholder vote on both sides, which is the remaining key condition to the acquisition. In addition, Chai trust which owns 24.5% of Exterran stock, and all the directors and executive officers that collectively hold ~4% of the stock entered into voting agreements in favour of the merger. The only wildcard is whether the Enerflex shareholder will approve the deal (via agreeing to issue new shares to Exterran shareholders). From existing Enerflex's shareholder perspective, I believe the transaction rationale seems logical (scale, cost synergy, more recurring gross margin) and the deal metrics are accretive in terms of cash flow per share. I also didn't find the top shareholders publicly oppose this transaction. 2021 Proxy 2022 Proxy Exterran 8.125% 2025 This transaction should trigger the Change of Control clause: Indenture This means post transaction the Enerflex is required to issue a $101 change of control offer to the bondholders, who may or may not sell into the offer. The bond is also callable at ~$102 today. Enerflex could first try the change of control offer to see how many bondholders take the $101 price, and then call the rest at $102. Alternatively, Enerflex could run a separate tender offer at a price between $101-102, while asking for consent to waive the change of control offer requirement. If I'm advising Enerflex, I'd tell them to just call all the bonds at $102 to have a clean process and build some credit with the credit community as Enerflex may need to come back to the market to refinance the bridge loan in the future. Indenture

Recent updates

Seeking Alpha • Sep 11

Exterran 8.125% 2025: Likely To Be Called Above Par Soon

Summary Enerflex issued circular to it shareholders, achieving another big milestone to close the Exterran acquisition. Enerflex will need to issue a Change of Control offer for the Exterran 8.125% 2025 notes. Enerflex has committed financing in place to refinance Exterran's debt. The bond is expected to be taken out before the end of the year at $101-102. CUSIP: 30227KAE91. Situation Overview Enerflex (EFX:CA) announced its acquisition of Exterran (EXTN) back in January in an all-stock transaction. Enerflex and Exterran have obtained all major regulatory approvals and shareholder votes (for both Enerflex and Exterran) are scheduled for October 11, 2022. There is committed debt financing in place to refinance the entire capitals structure of the combined entity - a new $700 million RCF and a $925 million bridge loan, which will be used to refinancing the Exterran debt according to the circular filed on SEDAR. The fact that circular/proxy statement and F-4 are filed indicates that the management team believes that achieving the required shareholder vote on both sides, which is the remaining key condition to the acquisition. In addition, Chai trust which owns 24.5% of Exterran stock, and all the directors and executive officers that collectively hold ~4% of the stock entered into voting agreements in favour of the merger. The only wildcard is whether the Enerflex shareholder will approve the deal (via agreeing to issue new shares to Exterran shareholders). From existing Enerflex's shareholder perspective, I believe the transaction rationale seems logical (scale, cost synergy, more recurring gross margin) and the deal metrics are accretive in terms of cash flow per share. I also didn't find the top shareholders publicly oppose this transaction. 2021 Proxy 2022 Proxy Exterran 8.125% 2025 This transaction should trigger the Change of Control clause: Indenture This means post transaction the Enerflex is required to issue a $101 change of control offer to the bondholders, who may or may not sell into the offer. The bond is also callable at ~$102 today. Enerflex could first try the change of control offer to see how many bondholders take the $101 price, and then call the rest at $102. Alternatively, Enerflex could run a separate tender offer at a price between $101-102, while asking for consent to waive the change of control offer requirement. If I'm advising Enerflex, I'd tell them to just call all the bonds at $102 to have a clean process and build some credit with the credit community as Enerflex may need to come back to the market to refinance the bridge loan in the future. Indenture
Seeking Alpha • Jan 16

Exterran Continues To Focus On Water Business Solutions

EXTN, despite a falling backlog, will continue to invest in water midstream operation in the international business. An early-stage product sales and AMS contracts can bring in structural change to its revenue model. In Q3, revenues in the Product Sales segment benefited from increased project activities in the Middle East. Debt repayment and an overly-leveraged balance sheet dampen investors' sentiment.
Seeking Alpha • Jun 27

Evaluating Exterran Corporation

Exterran Corporation has nearly doubled since April 21st, 2021 as oil and gas activity is rebounding while the company tallied a win in its now-prioritized water solutions unit. The stock is still down more than 80% since 2018 as oil & gas industry headwinds caused the company to bleed cash, compelling its transition from an oil service business. With Exterran tracking $3.5 billion of potential projects and significant recent insider buying, this busted IPO merited further investigation. A full investment analysis is presented in the paragraphs below.
Artículo de análisis • Apr 23

We Discuss Why Exterran Corporation's (NYSE:EXTN) CEO Compensation May Be Closely Reviewed

Shareholders will probably not be too impressed with the underwhelming results at Exterran Corporation ( NYSE:EXTN...
Artículo de análisis • Feb 14

Is Exterran (NYSE:EXTN) Struggling?

When researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...
Artículo de análisis • Jan 24

Exterran Corporation (NYSE:EXTN) Insiders Increased Their Holdings

We often see insiders buying up shares in companies that perform well over the long term. The flip side of that is that...
Artículo de análisis • Jan 03

What Type Of Shareholders Own The Most Number of Exterran Corporation (NYSE:EXTN) Shares?

Every investor in Exterran Corporation ( NYSE:EXTN ) should be aware of the most powerful shareholder groups. Generally...
Artículo de análisis • Dec 13

How Much Is Exterran's (NYSE:EXTN) CEO Getting Paid?

Andrew Way has been the CEO of Exterran Corporation ( NYSE:EXTN ) since 2015, and this article will examine the...
Artículo de análisis • Nov 25

Exterran (NYSE:EXTN) Has No Shortage Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...

Rentabilidad de los accionistas

EXTNUS Energy ServicesMercado US
7D-8.4%3.9%-0.3%
1Y-10.9%82.3%24.0%

Rentabilidad vs. Industria: Los resultados de EXTN fueron inferiores a los de la industria US Energy Services, que obtuvo un rendimiento del 82.3% el año pasado.

Rentabilidad vs. Mercado: EXTN superó al mercado US, que obtuvo un rendimiento del 24% el año pasado.

Volatilidad de los precios

Is EXTN's price volatile compared to industry and market?
EXTN volatility
EXTN Average Weekly Movement9.0%
Energy Services Industry Average Movement7.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: El precio de las acciones de EXTN ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de EXTN (9%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19542,800Andrew Waywww.exterran.com

Resumen de fundamentos de Exterran Corporation

¿Cómo se comparan los beneficios e ingresos de Exterran con su capitalización de mercado?
Estadísticas fundamentales de EXTN
Capitalización bursátilUS$152.58m
Beneficios(TTM)-US$84.14m
Ingresos (TTM)US$760.90m
0.2x
Ratio precio-ventas (PS)
-1.8x
Ratio precio-beneficio (PE)

¿Está EXTN sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de EXTN
IngresosUS$760.90m
Coste de los ingresosUS$454.00m
Beneficio brutoUS$306.90m
Otros gastosUS$391.04m
Beneficios-US$84.14m

Últimos beneficios comunicados

Jun 30, 2022

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-2.53
Margen bruto40.33%
Margen de beneficio neto-11.06%
Ratio deuda/patrimonio465.2%

¿Cómo se ha desempeñado EXTN a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2022/10/13 07:41
Precio de las acciones al final del día2022/10/12 00:00
Beneficios2022/06/30
Ingresos anuales2021/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Exterran Corporation está cubierta por 5 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Tim MonachelloATB Cormark
Kyle MayCapital One Securities, Inc.
James WestEvercore ISI