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ProFrac Holding Corp.NasdaqGS:ACDC Stock Report

Market Cap US$1.2b
Share Price
US$6.66
US$4.4
51.4% overvalued intrinsic discount
1Y34.8%
7D-11.2%
Portfolio Value
View

ProFrac Holding Corp.

NasdaqGS:ACDC Stock Report

Market Cap: US$1.2b

ProFrac Holding (ACDC) Stock Overview

Operates as a technology-focused energy services holding company in the United States. More details

ACDC fundamental analysis
Snowflake Score
Valuation5/6
Future Growth0/6
Past Performance0/6
Financial Health3/6
Dividends0/6

ACDC Community Fair Values

Create Narrative

See what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.

ProFrac Holding Corp. Competitors

Price History & Performance

Summary of share price highs, lows and changes for ProFrac Holding
Historical stock prices
Current Share PriceUS$6.66
52 Week HighUS$10.70
52 Week LowUS$3.08
Beta1.52
1 Month Change13.27%
3 Month Change23.33%
1 Year Change34.82%
3 Year Change-38.05%
5 Year Changen/a
Change since IPO-63.22%

Recent News & Updates

Narrative Update Apr 28

ACDC: Closed Loop Fracturing Gains Will Not Support Higher Future P E

Analysts have nudged their fair value estimate for ProFrac Holding from $4.00 to $4.40, linking the change to updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News ProFrac Holding and Seismos completed a fully closed loop fracturing program on a 4 well pad in the Eagle Ford and Austin Chalk basins, covering 183 stages between February 13 and March 4, 2026 (Key Developments).

Recent updates

Narrative Update Apr 28

ACDC: Closed Loop Fracturing Gains Will Not Support Higher Future P E

Analysts have nudged their fair value estimate for ProFrac Holding from $4.00 to $4.40, linking the change to updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News ProFrac Holding and Seismos completed a fully closed loop fracturing program on a 4 well pad in the Eagle Ford and Austin Chalk basins, covering 183 stages between February 13 and March 4, 2026 (Key Developments).
Narrative Update Apr 11

ACDC: Closed Loop Fracturing Gains Will Not Justify Rich Future P E

Analysts have slightly raised their price target for ProFrac Holding, citing a modestly higher assumed P/E multiple along with updated discount rate and margin inputs, which together support a small upward adjustment in estimated fair value in dollar terms. What's in the News ProFrac Holding and Seismos completed a fully closed loop fracturing program on a 4 well pad in the Eagle Ford and Austin Chalk basins, covering 183 stages between February 13 and March 4, 2026 (Key Developments).
Narrative Update Mar 28

ACDC: Future Returns Will Rely On Closed Loop Efficiency Outpacing Rich P E

Analysts have raised their price target on ProFrac Holding by $0.20, citing revised assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers of the change. What's in the News ProFrac Holding and Seismos Inc.
Narrative Update Mar 12

ACDC: Future Returns Will Depend On Lower P E Multiple Despite Margin Uplift

Analysts have slightly trimmed their price target on ProFrac Holding to reflect a modest shift in fair value to $3.80. This revision is paired with a lower discount rate and a small uplift in projected profit margins and future P/E assumptions.
Narrative Update Feb 26

ACDC: Future Returns Will Depend On Softer Margins And Richer P E Multiple

Analysts have slightly reduced their price target on ProFrac Holding to reflect marginally higher discount rate assumptions, modestly softer profit margin expectations, and a somewhat higher forward P/E multiple. The revised fair value estimate is now $4.00, compared with the previous target of $4.00.
Narrative Update Feb 10

ACDC: Future Returns Will Rely On Tenuous Margin And P E Assumptions

Analysts have trimmed their price target on ProFrac Holding by a small amount in US$ terms, reflecting slightly lower discount rate and future P/E assumptions, along with marginally adjusted views on profit margins and revenue growth. Valuation Changes Fair Value: The modelled fair value estimate is unchanged at 4.0 on the same scale as before.
Narrative Update Jan 27

ACDC: Future Returns Will Depend On Fragile Margin Assumptions

Analysts have lifted their price target on ProFrac Holding by about $0.10 per share, pointing to slightly higher fair value estimates, a modestly lower discount rate, and small adjustments to revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value Estimate: Adjusted slightly higher from 3.9 to 4.0. Discount Rate: Reduced modestly from 9.83% to 9.35%.
Analysis Article Jan 22

There's No Escaping ProFrac Holding Corp.'s (NASDAQ:ACDC) Muted Revenues Despite A 36% Share Price Rise

ProFrac Holding Corp. ( NASDAQ:ACDC ) shares have had a really impressive month, gaining 36% after a shaky period...
Narrative Update Jan 11

ACDC: Future Returns Will Rely On Stable Margins And Modest Assumption Tweaks

Analysts have modestly adjusted their price target on ProFrac Holding, reflecting small tweaks to assumptions around discount rate, profit margins, and future P/E. Their fair value view remains unchanged at US$3.90.
Narrative Update Dec 25

ACDC: Future Returns Will Depend On Stable Margins Amid Revenue Pressures

Narrative Update on ProFrac Holding Analysts have modestly raised their price target on ProFrac Holding from 3.90 dollars to 3.90 dollars, reflecting slightly improved expectations for revenue contraction and a marginally lower future price to earnings multiple, despite a higher perceived discount rate. Valuation Changes Fair Value Estimate: Unchanged at 3.90 dollars per share, indicating no revision to the central valuation target.
Narrative Update Dec 11

ACDC: Lower Discount Rate Will Still Leave Shares Looking Overvalued

Analysts have modestly raised their price target on ProFrac Holding to align more closely with their updated valuation, citing a lower required discount rate and slightly more favorable long term profitability and earnings multiple assumptions. Valuation Changes Fair Value Estimate: Unchanged at 3.9, indicating no revision to the core intrinsic value assessment.
Analysis Article Dec 04

Is ProFrac Holding (NASDAQ:ACDC) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Narrative Update Nov 27

ACDC: Moderated Revenue Decline And Higher Profit Margins Will Support Future Upside

Analysts have revised their price target for ProFrac Holding downward from $4.20 to $3.90, citing moderated revenue growth expectations and a slightly higher projected discount rate. Valuation Changes Fair Value Estimate has decreased from $4.20 to $3.90.
Seeking Alpha Nov 18

ProFrac: Debt Will Become An Issue If Demand Continues To Deteriorate

Summary ProFrac's stock remains under pressure due a weak demand environment that caught management by surprise. ACDC is in the process of cutting costs and raising capital, but without revenue growth, ProFrac may only be able to achieve cash flow breakeven. ProFrac's debt isn't an immediate concern, but a recession in the next few years would force the company to make some difficult decisions. While ProFrac could generate strong returns, if and when the market recovers, I expect further downside in the short term. Read the full article on Seeking Alpha
Narrative Update Nov 12

ACDC: Future Earnings Multiples And Risk Premiums Will Remain Stable

Analysts have slightly lowered their price target for ProFrac Holding by $0.20. They cite refinements to discount rates and forward-looking earnings expectations as the reasons for the adjustment.
Analysis Article Oct 30

ProFrac Holding Corp. (NASDAQ:ACDC) Held Back By Insufficient Growth Even After Shares Climb 45%

ProFrac Holding Corp. ( NASDAQ:ACDC ) shareholders are no doubt pleased to see that the share price has bounced 45% in...
Narrative Update Oct 29

Equity Offerings And Lock-Up Period Will Influence Performance Amid Margin Pressure

Analysts have revised their price target for ProFrac Holding downward from $5.30 to $4.20 per share. They cited a softer revenue outlook and slightly compressed profit margins in their updated assessment.
Narrative Update Oct 15

Automation And Flotek Will Drive Efficiency Amid Market Volatility

Analysts have lowered their price target for ProFrac Holding from $5.90 to $5.30, citing slight reductions in projected profit margins and future earnings estimates. What's in the News ProFrac Holding has filed a Follow-on Equity Offering valued at $75 million, involving Class A Common Stock.
Narrative Update Aug 15

Automation And Flotek Will Drive Efficiency Amid Market Volatility

Despite improved revenue growth forecasts, the sharply higher discount rate more than offsets these gains, resulting in a lower fair value with the consensus price target reduced from $6.70 to $6.30. What's in the News ProFrac Holding Corp.
Analysis Article Aug 14

ProFrac Holding Corp.'s (NASDAQ:ACDC) 54% Share Price Plunge Could Signal Some Risk

ProFrac Holding Corp. ( NASDAQ:ACDC ) shareholders won't be pleased to see that the share price has had a very rough...
Analysis Article Jun 24

Returns Are Gaining Momentum At ProFrac Holding (NASDAQ:ACDC)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analysis Article May 29

ProFrac Holding Corp.'s (NASDAQ:ACDC) 59% Share Price Surge Not Quite Adding Up

ProFrac Holding Corp. ( NASDAQ:ACDC ) shareholders would be excited to see that the share price has had a great month...
User avatar
New Narrative May 28

OPEC Hikes And Regulatory Risks Will Cripple Oil Services

Regulatory, ESG, and energy transition pressures threaten revenue growth, margin stability, and affordable financing amid sector headwinds and shifting demand.
Analysis Article Apr 03

ProFrac Holding Corp. (NASDAQ:ACDC) Stock Rockets 29% As Investors Are Less Pessimistic Than Expected

ProFrac Holding Corp. ( NASDAQ:ACDC ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha Feb 17

ProFrac Holding: Poised For Longer-Term Growth

Summary ProFrac Holding remains undervalued with a bright long-term outlook driven by efficiency gains and fleet upgrades. Record efficiency gains and significant investments in high-tech, environmentally friendly fleets are expected to drive future shareholder value despite depressed free cash flow. Demand for power generation driven by AI and industrial electrification presents a strong growth opportunity. ACDC stock is still a buy with a modest price target of $9 unchanged. Read the full article on Seeking Alpha
Analysis Article Feb 15

Here's Why ProFrac Holding (NASDAQ:ACDC) Is Weighed Down By Its Debt Load

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysis Article Jan 18

There's Reason For Concern Over ProFrac Holding Corp.'s (NASDAQ:ACDC) Massive 28% Price Jump

Despite an already strong run, ProFrac Holding Corp. ( NASDAQ:ACDC ) shares have been powering on, with a gain of 28...
Analysis Article Dec 20

Returns At ProFrac Holding (NASDAQ:ACDC) Are On The Way Up

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Analysis Article Nov 08

Estimating The Fair Value Of ProFrac Holding Corp. (NASDAQ:ACDC)

Key Insights The projected fair value for ProFrac Holding is US$8.51 based on 2 Stage Free Cash Flow to Equity With...
Analysis Article Oct 12

ProFrac Holding Corp. (NASDAQ:ACDC) Soars 25% But It's A Story Of Risk Vs Reward

Those holding ProFrac Holding Corp. ( NASDAQ:ACDC ) shares would be relieved that the share price has rebounded 25% in...
Seeking Alpha Sep 25

ProFrac: Rising Pressure

Summary Macro uncertainty and muted onshore activity continue to weigh on ProFrac Holding Corp.'s stock. This situation is made particularly precarious by ProFrac's large debt position and high interest costs. While ProFrac is trying to contain costs, and expects increased activity later in the year, the oilfield services market continues to look soft. ProFrac's valuation could prove low if the demand environment improves and ProFrac can reduce its debt. There is a significant risk that a further deterioration in demand will prevent existing shareholders from realizing this potential value, though. Read the full article on Seeking Alpha
Analysis Article Sep 19

Is ProFrac Holding (NASDAQ:ACDC) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Aug 22

ProFrac Holding: Follow Free Cash Flow

Summary ProFrac Holding shows resilient cash flows with 187% sequential growth in free cash flow in Q2 2024. ProFrac is a vertically integrated energy services company specializing in hydraulic fracturing and proppant production, with majority revenue from Stimulation Services. Recent savvy acquisitions strengthen ProFrac's vertical integration, positioning them as a low-cost operator with competitive advantages in the fracking market. Shares are a buy with a price target of $9. Read the full article on Seeking Alpha
Analysis Article Aug 12

Earnings Release: Here's Why Analysts Cut Their ProFrac Holding Corp. (NASDAQ:ACDC) Price Target To US$9.25

There's been a major selloff in ProFrac Holding Corp. ( NASDAQ:ACDC ) shares in the week since it released its...
Analysis Article Aug 10

Many Still Looking Away From ProFrac Holding Corp. (NASDAQ:ACDC)

When you see that almost half of the companies in the Energy Services industry in the United States have price-to-sales...
Analysis Article Jul 04

Returns At ProFrac Holding (NASDAQ:ACDC) Are On The Way Up

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Apr 11

There's No Escaping ProFrac Holding Corp.'s (NASDAQ:ACDC) Muted Revenues

When close to half the companies operating in the Energy Services industry in the United States have price-to-sales...
Seeking Alpha Mar 18

ProFrac: Resetting In 2024

Summary ProFrac's Q4 results showed a decline in revenue and margins, reflecting a normalization of US onshore activity and the company's exposure to private operators, gas plays and the spot market. ProFrac plans to increase utilization levels in 2024 but this will come at the expense of pricing. An IPO of the proppant segment also appears likely, but this can be used to reduce debt and interest payments. Improved cash flows and a stronger balance sheet should be supportive of the stock price, but macro conditions remain a risk. Read the full article on Seeking Alpha
Analysis Article Mar 16

Analysts Are Updating Their ProFrac Holding Corp. (NASDAQ:ACDC) Estimates After Its Full-Year Results

As you might know, ProFrac Holding Corp. ( NASDAQ:ACDC ) recently reported its yearly numbers. The result was fairly...

Shareholder Returns

ACDCUS Energy ServicesUS Market
7D-11.2%-5.6%2.2%
1Y34.8%81.5%31.1%

Return vs Industry: ACDC underperformed the US Energy Services industry which returned 81.5% over the past year.

Return vs Market: ACDC exceeded the US Market which returned 31.1% over the past year.

Price Volatility

Is ACDC's price volatile compared to industry and market?
ACDC volatility
ACDC Average Weekly Movement10.5%
Energy Services Industry Average Movement7.4%
Market Average Movement7.3%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: ACDC has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: ACDC's weekly volatility (11%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20162,280Johnathan Wilkswww.pfholdingscorp.com

ProFrac Holding Corp. operates as a technology-focused energy services holding company in the United States. It operates through four segments: Stimulation Services, Proppant Production, Manufacturing, and and Flotek Industries, Inc. The company offers hydraulic fracturing, proppant production, well stimulation, in-basin frac sand, and other completion services and complementary products and services to upstream oil and natural gas companies engaged in the exploration and production of unconventional oil and natural gas resources. It also manufactures and sells high horsepower pumps, valves, piping, swivels, large-bore manifold systems, and fluid ends, as well as other auxiliary equipment.

ProFrac Holding Corp. Fundamentals Summary

How do ProFrac Holding's earnings and revenue compare to its market cap?
ACDC fundamental statistics
Market capUS$1.20b
Earnings (TTM)-US$440.40m
Revenue (TTM)US$1.79b
0.7x
P/S Ratio
-2.7x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ACDC income statement (TTM)
RevenueUS$1.79b
Cost of RevenueUS$1.39b
Gross ProfitUS$401.50m
Other ExpensesUS$841.90m
Earnings-US$440.40m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-2.43
Gross Margin22.42%
Net Profit Margin-24.59%
Debt/Equity Ratio134.0%

How did ACDC perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 15:33
End of Day Share Price 2026/05/08 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ProFrac Holding Corp. is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Saurabh PantBofA Global Research
Donald CristJohnson Rice & Company, L.L.C.
Daniel KutzMorgan Stanley