Kodiak Gas Services (KGS) Stock Overview
Operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 5/6 |
| Past Performance | 3/6 |
| Financial Health | 2/6 |
| Dividends | 1/6 |
Rewards
Risk Analysis
KGS Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Kodiak Gas Services, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$73.71 |
| 52 Week High | US$77.68 |
| 52 Week Low | US$30.06 |
| Beta | 0.95 |
| 1 Month Change | 11.72% |
| 3 Month Change | 46.60% |
| 1 Year Change | 112.91% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 369.49% |
Recent News & Updates
Seeking Alpha • May 21
Why Kodiak Gas Could Become An AI Power Winner
Summary I am rating Kodiak Gas Services (KGS) a Strong Buy because I believe the company is evolving from a high-quality compression business into a mission-critical power infrastructure platform for data-centers. My 2028 adjusted EBITDA estimate is $1.2Bn, built from compression, DPS power platform, and new power capacity additions. My price target is $130, representing 78% upside potential from current $73 price. I arrive at my PT by using 12.21x FWD EV/EBITDA multiple and $1.2Bn adjusted EBITDA. The biggest risks are execution in the power infrastructure segment, capital intensity and leverage. Still, I believe these risks are manageable. Read the full article on Seeking Alpha
Narrative Update • May 19
KGS: Higher Contract Visibility And Equity Raise Will Shape A Measured Outlook
Analysts have raised their implied fair value estimate for Kodiak Gas Services from about $61 to about $79, citing higher modeled revenue growth, wider profit margins, and recent price target increases into the mid to high $80s. These changes follow updated guidance, longer-term contracts, and revised growth outlooks.Analysis Article • May 18
Kodiak Gas Services' (NYSE:KGS) Solid Earnings Are Supported By Other Strong Factors
Kodiak Gas Services, Inc. ( NYSE:KGS ) recently posted some strong earnings, and the market responded positively. We...Recent updates
Seeking Alpha • May 21
Why Kodiak Gas Could Become An AI Power Winner
Summary I am rating Kodiak Gas Services (KGS) a Strong Buy because I believe the company is evolving from a high-quality compression business into a mission-critical power infrastructure platform for data-centers. My 2028 adjusted EBITDA estimate is $1.2Bn, built from compression, DPS power platform, and new power capacity additions. My price target is $130, representing 78% upside potential from current $73 price. I arrive at my PT by using 12.21x FWD EV/EBITDA multiple and $1.2Bn adjusted EBITDA. The biggest risks are execution in the power infrastructure segment, capital intensity and leverage. Still, I believe these risks are manageable. Read the full article on Seeking AlphaNarrative Update • May 19
KGS: Higher Contract Visibility And Equity Raise Will Shape A Measured Outlook
Analysts have raised their implied fair value estimate for Kodiak Gas Services from about $61 to about $79, citing higher modeled revenue growth, wider profit margins, and recent price target increases into the mid to high $80s. These changes follow updated guidance, longer-term contracts, and revised growth outlooks.Analysis Article • May 18
Kodiak Gas Services' (NYSE:KGS) Solid Earnings Are Supported By Other Strong Factors
Kodiak Gas Services, Inc. ( NYSE:KGS ) recently posted some strong earnings, and the market responded positively. We...Narrative Update • Apr 22
KGS: Updated Earnings Assumptions And Catalyst Watch Will Shape A Measured Outlook
The analyst fair value estimate for Kodiak Gas Services has been raised from about $54.67 to $61.08. Analysts point to updated earnings assumptions, higher modeled revenue growth and margins, and recent Street price target increases clustered around the $60 to $63 range as key drivers of the change.Narrative Update • Apr 06
KGS: Updated Earnings Models And Catalyst Watch Will Guide A Balanced Outlook
Kodiak Gas Services' analyst price target has been revised from $53.08 to $54.67 as analysts incorporate updated earnings, commodity assumptions, and refreshed views on the company's midstream positioning and execution. Analyst Commentary Recent research updates show a cluster of higher price targets for Kodiak Gas Services, with several bullish analysts revisiting their models after incorporating updated earnings and commodity price assumptions.Narrative Update • Mar 23
KGS: Revised Earnings Models And Catalyst Watch Will Shape A Measured Outlook
Narrative Update on Kodiak Gas Services Analysts have lifted the average price target for Kodiak Gas Services by roughly $19, toward the low $60s, as recent research cites updated earnings models, revised commodity price assumptions, and potential 90 day catalysts tied to the base business. Analyst Commentary Bullish analysts have been lifting their price targets for Kodiak Gas Services into the low US$60s, pointing to refreshed earnings models, updated commodity assumptions, and specific company level catalysts.
New Narrative • Mar 16
Long Equipment Lead Times And Power Expansion Will Threaten Compression Utilization And Future Returns
Catalysts About Kodiak Gas Services Kodiak Gas Services provides contract natural gas compression and related services, with growing exposure to distributed power generation. What are the underlying business or industry changes driving this perspective?Narrative Update • Mar 07
KGS: Repriced Assumptions And Catalyst Watch Will Shape A Balanced Outlook
The analyst price target for Kodiak Gas Services has been raised from $46.27 to $53.08, as analysts factor in updated earnings models, commodity price assumptions, and expectations for slightly higher revenue growth and profit margins, while maintaining a similar outlook for the forward P/E ratio. Analyst Commentary Recent research updates on Kodiak Gas Services point to a cluster of higher price targets, with several firms lifting their views into the low to mid US$60 range.
New Narrative • Mar 02
Long-Term Natural Gas Infrastructure And AI-Driven Efficiencies Will Transform Compression And Power Services
Catalysts About Kodiak Gas Services Kodiak Gas Services provides large horsepower natural gas compression and related services, along with emerging distributed power offerings in the U.S. What are the underlying business or industry changes driving this perspective? Highly visible growth in U.S. natural gas infrastructure needs, including Permian takeaway pipelines, LNG export capacity and in basin gas consumption for power generation, supports Kodiak's plan to deploy over 750,000 new large horsepower units by 2030.Narrative Update • Feb 21
KGS: Equity Offering And Repriced Assumptions Will Shape A Balanced Outlook
Analysts have nudged their fair value estimate for Kodiak Gas Services slightly higher to about $46 per share, supported by several recent price target raises from Citi, Barclays, and Mizuho that highlight its asset quality and execution. Analyst Commentary Recent research activity around Kodiak Gas Services has been active, with multiple price target increases clustered over a short period and one rating upgrade that brought the name into a more favorable category for at least one major firm.Narrative Update • Feb 07
KGS: Equity Raises And Recalibrated Assumptions Will Shape A Measured Outlook
Analysts have lifted their price target on Kodiak Gas Services by about US$2, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that align with recent target increases from several research firms. Analyst Commentary Recent research points to a more constructive tone around Kodiak Gas Services, with several firms lifting price targets and one major upgrade that highlights how analysts are recalibrating their expectations for the business.Analysis Article • Feb 06
Earnings Tell The Story For Kodiak Gas Services, Inc. (NYSE:KGS) As Its Stock Soars 33%
Kodiak Gas Services, Inc. ( NYSE:KGS ) shares have continued their recent momentum with a 33% gain in the last month...Analysis Article • Nov 13
Kodiak Gas Services' (NYSE:KGS) Performance Is Even Better Than Its Earnings Suggest
Even though Kodiak Gas Services, Inc. ( NYSE:KGS ) posted strong earnings, investors appeared to be underwhelmed. Our...Analysis Article • Oct 28
Kodiak Gas Services' (NYSE:KGS) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Kodiak Gas Services, Inc. ( NYSE:KGS ) has announced that it will be paying its dividend of $0.49 on the...Analysis Article • Jul 02
We Think Kodiak Gas Services (NYSE:KGS) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Dec 10
Kodiak Gas Services: Overvalued With High Leverage
Summary Kodiak Gas Services is overvalued with a P/E ratio of 38x TTM and 91x FWD, despite significant revenue growth not translating to GAAP earnings. High leverage and interest expenses, with debt to equity over 2x and EBIT covering interest in 1.21x, are not priced correctly. Management's adjusted EBITDA figures are overly optimistic as they exclude significant interest and depreciation expenses, overstating profitability. Shares are a sell with a price target of $35. Read the full article on Seeking Alpha
New Narrative • Sep 10
Expanding Fleet And Strategic Acquisitions Set To Boost Market Dominance And Elevate Profits
Kodiak Gas Services focuses on disciplined growth and shareholder returns through fleet investment and strategic acquisitions, aiming for future revenue and margin expansion.Shareholder Returns
| KGS | US Energy Services | US Market | |
|---|---|---|---|
| 7D | 0.3% | 1.1% | 1.1% |
| 1Y | 112.9% | 91.6% | 28.7% |
Return vs Industry: KGS exceeded the US Energy Services industry which returned 91.6% over the past year.
Return vs Market: KGS exceeded the US Market which returned 28.7% over the past year.
Price Volatility
| KGS volatility | |
|---|---|
| KGS Average Weekly Movement | 4.7% |
| Energy Services Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: KGS has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: KGS's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2010 | 1,300 | Mickey McKee | www.kodiakgas.com |
Kodiak Gas Services, Inc. operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States. It operates in two segments, Contract Services and Other Services. The Contract Services segment operates company-owned and customer-owned compression, and gas treating and cooling infrastructure to enable the production, gathering, processing, and transportation of natural gas and oil.
Kodiak Gas Services, Inc. Fundamentals Summary
| KGS fundamental statistics | |
|---|---|
| Market cap | US$7.32b |
| Earnings (TTM) | US$65.80m |
| Revenue (TTM) | US$1.32b |
111.3x
P/E Ratio5.5x
P/S RatioIs KGS overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| KGS income statement (TTM) | |
|---|---|
| Revenue | US$1.32b |
| Cost of Revenue | US$474.34m |
| Gross Profit | US$849.88m |
| Other Expenses | US$784.07m |
| Earnings | US$65.80m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.66 |
| Gross Margin | 64.18% |
| Net Profit Margin | 4.97% |
| Debt/Equity Ratio | 237.2% |
How did KGS perform over the long term?
See historical performance and comparisonDividends
2.7%
Current Dividend Yield253%
Payout RatioDoes KGS pay a reliable dividends?
See KGS dividend history and benchmarks| Kodiak Gas Services dividend dates | |
|---|---|
| Ex Dividend Date | May 18 2026 |
| Dividend Pay Date | May 28 2026 |
| Days until Ex dividend | 7 days |
| Days until Dividend pay date | 3 days |
Does KGS pay a reliable dividends?
See KGS dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/24 10:33 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
Kodiak Gas Services, Inc. is covered by 13 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Theresa Chen | Barclays |
| James Larkin | BofA Global Research |
| Jean Ann Salisbury | BofA Global Research |