AESI - NYSE

Atlas Energy Solutions Inc.

AESI·NYSE

$17.91

+4.7%

EnergyOil & Gas Equipment & Services

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 was founded in 2017 and is based in Austin, Texas.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$2.24B

EPS-0.4100

P/E Ratio-43.68

Earnings Date08/03/2026

aesi

Net Receivables

Last Annual Value

180.78M

3-Year CAGR

34%

5-Year CAGR

73%

10-Year CAGR

32%

Adjust for Inflation

Atlas Energy Solutions Inc. Competitors Analysis of Net Receivables

AESI · NYSE

Company	Net Receivables	CAGR 3Y	CAGR 5Y	CAGR 10Y
Atlas Energy Solutions Inc. NYSE:AESI	180.78M	36.4%	43.8%	N/A
Flowco Holdings Inc. NYSE:FLOC	100.47M	31.3%	N/A	N/A
World Kinect Corporation NYSE:WKC	2.21B	-6.9%	-1.3%	-0.6%
Innovex International, Inc. NYSE:INVX	237.77M	24.9%	23.5%	1.1%
Dnow Inc. NYSE:DNOW	874.00M	31.5%	23.5%	9.5%
MRC Global Inc. NYSE:MRC	378.00M	-4.2%	-0.1%	-0.5%
Global Partners LP NYSE:GLP	530.14M	-1.8%	5.2%	2.2%
NextDecade Corporation NASDAQ:NEXT	0.00	N/A	N/A	N/A
Expro Group Holdings N.V. NYSE:XPRO	508.68M	0.8%	8.4%	11.8%
National Energy Services Reunited Corp. NASDAQ:NESR	353.72M	-0.2%	2.3%	N/A

Atlas Energy Solutions Inc. Fair Value Envelope

AESI · NYSE

Our analysis suggests that AESI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $17.91, this represents a potential HIDDEN relative to our calculated worth for Atlas Energy Solutions Inc..

HIDDEN

Intrinsic Value

Current Price: $17.91

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