WallStSmart

Atlas Energy Solutions Inc. (AESI)vsTechnipFMC PLC (FTI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

TechnipFMC PLC generates 807% more annual revenue ($9.93B vs $1.10B). FTI leads profitability with a 9.7% profit margin vs -4.6%. FTI earns a higher WallStSmart Score of 56/100 (C).

AESI

Avoid

31

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 5.0Quality: 5.0

FTI

Buy

56

out of 100

Grade: C

Growth: 7.3Profit: 7.5Value: 9.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AESI.

FTIUndervalued (+15.8%)

Margin of Safety

+15.8%

Fair Value

$73.42

Current Price

$70.77

$2.65 discount

UndervaluedFair: $73.42Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AESI1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

FTI1 strengths · Avg: 9.0/10
Return on EquityProfitability
29.6%9/10

Every $100 of equity generates 30 in profit

Areas to Watch

AESI4 concerns · Avg: 2.3/10
Market CapQuality
$1.67B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-4.5%2/10

ROE of -4.5% — below average capital efficiency

Revenue GrowthGrowth
-8.1%2/10

Revenue declined 8.1%

EPS GrowthGrowth
-96.2%2/10

Earnings declined 96.2%

FTI3 concerns · Avg: 4.0/10
PEG RatioValuation
2.184/10

Expensive relative to growth rate

P/E RatioValuation
30.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
8.4x4/10

Trading at 8.4x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : AESI

The strongest argument for AESI centers on Price/Book.

Bull Case : FTI

The strongest argument for FTI centers on Return on Equity.

Bear Case : AESI

The primary concerns for AESI are Market Cap, Return on Equity, Revenue Growth.

Bear Case : FTI

The primary concerns for FTI are PEG Ratio, P/E Ratio, Price/Book.

Key Dynamics to Monitor

AESI profiles as a turnaround stock while FTI is a value play — different risk/reward profiles.

AESI carries more volatility with a beta of 1.26 — expect wider price swings.

FTI is growing revenue faster at 6.3% — sustainability is the question.

FTI generates stronger free cash flow (359M), providing more financial flexibility.

Bottom Line

FTI scores higher overall (56/100 vs 31/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Atlas Energy Solutions Inc.

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Atlas Energy Solutions Inc. provides proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico. The company is headquartered in Austin, Texas.

TechnipFMC PLC

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

TechnipFMC plc is involved in oil and gas projects, technologies, systems and services. The company is headquartered in London, the United Kingdom.

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