Ranger Energy Services, Inc.

Ranger Energy Services, Inc.

RNGRยทNYSE

$16.35

+2.4%
EnergyOil & Gas Equipment & Services

Ranger Energy Services, Inc. provides onshore high specification well service rigs, wireline completion services, and complementary services to exploration and production companies in the United States. It operates through three segments: High Specification Rigs, Wireline Services, and Processing Solutions and Ancillary Services. The High Specification Rigs segment offers well service rigs and complementary equipment and services to facilitate operations throughout the lifecycle of a well; and well maintenance services. This segment also has a fleet of 540 well service rigs. The Wireline Services segment provides wireline production and intervention services to provide information to identify and resolve well production problems through cased hole logging, perforating, mechanical, and pipe recovery services; wireline completion services are used primarily for pump-down perforating operations to create perforations or entry holes through the production casing; and pumping services. This segment also has a fleet of 68 wireline units and four high-pressure pump trucks. The Processing Solutions and Ancillary Services segment rents well service-related equipment consisting of fluid pumps, power swivels, well control packages, hydraulic catwalks, frac tanks, pipe racks, and pipe handling tools; decommissioning services; fluid management services; offers proprietary and modular equipment for the processing of natural gas; coil tubing services; and snubbing services. This segment also engages in the rental, installation, commissioning, start up, operation, and maintenance of mechanical refrigeration units, nitrogen gas liquid stabilizer units, nitrogen gas liquid storage units, and related equipment. Ranger Energy Services, Inc. was incorporated in 2014 and is based in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$388.50M
EPS0.5500
P/E Ratio29.73
Earnings Date07/27/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is elevated (P/E 29.7).

Valuation inputs: P/E 29.7, earnings yield +3.4%, momentum +2.4%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE +4.1%, ROIC +2.7%).

Profitability stack: net margin +2.3%, ROE +4.1%, ROIC +2.7%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +28.4%, momentum +2.4%, net margin +2.3%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Ranger Energy Services, Inc. Market vs Earnings Trajectory

RNGR ยท NYSE

Loading price and EPS data...

Ranger Energy Services, Inc.

Ranger Energy Services, Inc. Fair Value Envelope

RNGR ยท NYSE

Our analysis suggests that RNGR has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $16.35, this represents a potential HIDDEN relative to our calculated worth for Ranger Energy Services, Inc..

Intrinsic Value
Current Price: $16.35
3Y-17.0%
5Y-130.0%
10Y-174.0%
3Y-10.0%
5Y+191.0%
10Y+936.0%
3Y-19.0%
5Y-178.0%
10Y-346.0%
3Y+55.0%
5Y+171.0%
10Y-1427.0%
3Y+40.0%
5Y+134.0%
10Y-362.0%
3Y+10.0%
5Y+74.0%
10Y+209.0%
Ranger Energy Services, Inc.

Ranger Energy Services, Inc. Profit Bridge

RNGR ยท NYSE
Revenue546.90M
Cost of Goods Sold (502.90M)
Gross Profit44.00M
Operating Expenses (29.60M)
Operating Income14.40M
Interest Expense (1.20M)
Other Income/Expense3.40M
Pretax Income17.80M
Income Tax (5.50M)
Net Income12.30M
Net Income
12.30M

Profitability Analysis

Gross Margin

8.0%

Thin margins leave little room for error. Cost management and pricing strategy are critical.

Operating Margin

2.6%

Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.

Net Profit Margin

2.2%

Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.

Effective Tax Rate

30.9%

Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.

Profitability Insight

Efficient profit conversion: Minimal margin compression from gross to net indicates lean operations and favorable tax/interest environment.

8.05%
Gross Profit Margin
-15%
3Y-19.0%
5Y+208.0%
10Y-38.0%
2.63%
Operating Profit Margin
-43%
3Y-21.0%
5Y-133.0%
10Y-131.0%
2.25%
Net Profit Margin
-30%
3Y-9.0%
5Y-127.0%
10Y-124.0%
4.10%
Return on Equity
-39%
3Y-28.0%
5Y-126.0%
10Y-192.0%
2.93%
Return on Assets
-39%
3Y-26.0%
5Y-145.0%
10Y-180.0%
2.73%
Return on Invested Capital
-53%
3Y-54.0%
5Y-140.0%
10Y-177.0%
RNGR

Ranger Energy Services, Inc. Cash Conversion Engine

RNGR ยท NYSE
Net Income12.30M
Depreciation & Amortization46.30M
Stock-Based Compensation6.50M
Change in Working Capital-3.10M
Others1.60M
Capital Expenditures-26.10M
Free Cash Flow42.90M

Cash Flow Quality Analysis

FCF Conversion Rate

348.8%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

37.8%

Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.

FCF Growth Trend

-14.9%

Declining FCF warrants attention. Investigate whether due to temporary factors or fundamental deterioration.

Working Capital Impact

-$3.10M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Solid cash generation: Positive free cash flow with reasonable earnings quality provides financial flexibility for growth investments, debt reduction, or shareholder returns.

rngr

Ranger Energy Services, Inc. Funding & Solvency Profile

RNGR ยท NYSE
Cash & Cash Equivalents6.90M
Net Receivables138.90M
Inventory3.10M
Other Current Assets300.00K
Total Current Assets159 M
Property, Plant & Equipment294.20M
Goodwill & Intangible Assets4.70M
Long-Term Investments0.00
Other Non-Current Assets1.40M
Total Non-Current Assets296 M
Total Assets
459.20M

Financial Health Analysis

Current Ratio

1.66x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

0.53x

Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.

Working Capital

63 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

35% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

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Ranger Energy Services, Inc. Street Expectations Map

RNGR ยท NYSE

Wall Street analysts project that RNGR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.

Lowest Target
20.00
22.32%
Consensus Target
20.00
22.32%
Highest Target
20.00
22.32%

The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.

Analyst Consensus Analysis

Upside Potential

+22.3%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Ranger Energy Services, Inc. Insider Positioning

RNGR ยท NYSE

During the last 12 months, insiders have sold $1.29M worth of RNGR shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

34.4K

498.20K

Net Activity

-498K

-$498K

9-12 Months

Bought

0

0.00

Sold

61.5K

786.92K

Net Activity

-787K

-$787K

Top Buyers

No buying activity

Top Sellers

1
ABT

Agee Brett T.

Director

95.9K sharesโ€ข9 transactions

$1.29M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.29M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

0.35%
Dividend Yield
-20%
3Y-
5Y-
10Y-
ย 

rngr Dividend History

RNGR
10Y CAGR +2%
Latest $0.06
Annual $0.3
5 year growth trend
Last Period: +0%