KGS

Kodiak Gas Services, Inc.

Energy · $5.3B market cap

Verdict

Share price

$54.33

close of Oct 3, 2026

Fair value

$30.18

Sticker Price

Payback Price

$12.07

buy price

Overpriced

KGS is Overpriced: at $54.33 it trades 80% above its fair value of $30.18. Its buy price (Payback Price) is $12.07, 78% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Earnings Power. Our 10-year earnings projection came out at less than a fifth of the share price, too far from reality to publish. So we use a simpler measure: today's normal earnings at the price-to-earnings ratio it has typically traded at.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth64.8% a year✓
Equity per share growth-14.4% a year✗
Sales growth20.1% a year✓
Free cash flow growth56.0% a year✓
Return on invested capital5.4%✗

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Superinvestors

1 of the investors we track holds KGS. In Q2 2026, 1 opened a position. Who we track

Moves in Q2 2026

New position: Stephen Mandel

Insider activity

Since Sep 1, 2026: no open-market purchases, 2 sales worth $419K and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About Kodiak Gas Services, Inc.

Kodiak Gas Services, Inc. (KGS) serves the United States' oil and gas sector by furnishing critical contract compression infrastructure to its clients. The company's business activities are structured into two main divisions: Compression Operations and Other Services. Through its Compression Operations segment, KGS manages both its own and customer-owned compression equipment, which is instrumental in enabling the…

Oil & Gas Equipment & Services

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works