Comparing Fairmount Santrol (FMSA) and Bristow Group (NYSE:BRS)

Bristow Group (NYSE: BRS) and Fairmount Santrol (NYSE:FMSA) are both small-cap energy companies, but which is the better stock? We will compare the two companies based on the strength of their risk, analyst recommendations, dividends, institutional ownership, earnings, valuation and profitability.

Risk and Volatility

Bristow Group has a beta of 3.09, indicating that its stock price is 209% more volatile than the S&P 500. Comparatively, Fairmount Santrol has a beta of 2.11, indicating that its stock price is 111% more volatile than the S&P 500.

Dividends

Bristow Group pays an annual dividend of $0.14 per share and has a dividend yield of 0.9%. Fairmount Santrol does not pay a dividend. Bristow Group pays out -2.6% of its earnings in the form of a dividend.

Analyst Ratings

This is a breakdown of recent ratings for Bristow Group and Fairmount Santrol, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Bristow Group 0 4 1 0 2.20
Fairmount Santrol 1 8 11 0 2.50

Bristow Group presently has a consensus target price of $14.75, suggesting a potential downside of 9.40%. Fairmount Santrol has a consensus target price of $5.95, suggesting a potential downside of 1.38%. Given Fairmount Santrol’s stronger consensus rating and higher possible upside, analysts plainly believe Fairmount Santrol is more favorable than Bristow Group.

Profitability

This table compares Bristow Group and Fairmount Santrol’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Bristow Group -13.31% -7.08% -2.94%
Fairmount Santrol 1.69% 4.05% 0.86%

Institutional and Insider Ownership

75.3% of Fairmount Santrol shares are owned by institutional investors. 10.0% of Bristow Group shares are owned by insiders. Comparatively, 9.8% of Fairmount Santrol shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Valuation & Earnings

This table compares Bristow Group and Fairmount Santrol’s gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Bristow Group $1.40 billion 0.41 -$170.53 million ($5.30) -3.07
Fairmount Santrol $535.01 million 2.53 -$140.19 million $0.05 120.60

Fairmount Santrol has lower revenue, but higher earnings than Bristow Group. Bristow Group is trading at a lower price-to-earnings ratio than Fairmount Santrol, indicating that it is currently the more affordable of the two stocks.

Summary

Fairmount Santrol beats Bristow Group on 11 of the 16 factors compared between the two stocks.

Bristow Group Company Profile

Bristow Group Inc. is an industrial aviation services provider and helicopter service provider to the offshore energy industry. The Industrial Aviation Services segment’s operations are conducted primarily through four regions: Europe Caspian, Africa, Americas and Asia Pacific. The Europe Caspian region consists of all its operations and affiliates in Europe and Central Asia, including Norway, the United Kingdom and Turkmenistan. The Africa region consists of all its operations and affiliates on the African continent, including Nigeria, Tanzania and Egypt. The Americas region consists of all its operations and affiliates in North America and South America, including Brazil, Canada, Trinidad and the United States Gulf of Mexico. The Asia Pacific region consists of all its operations and affiliates in Australia and Southeast Asia, including Malaysia and Sakhalin. Additionally, it operates a training unit, Bristow Academy.

Fairmount Santrol Company Profile

Fairmount Santrol Holdings Inc. is a provider of sand-based proppant solutions. The Company operates through two segments: Proppant Solutions, and Industrial & Recreational (I&R) Products. Its Proppant Solutions segment provides sand-based proppants for use in hydraulic fracturing operations throughout the United States and Canada, Argentina, Mexico, China, northern Europe and the United Arab Emirates. Its I&R segment provides raw, coated, and custom blended sands to the foundry, building products, glass, turf and landscape, and filtration industries in North America. Its asset base includes approximately 800 million tons of proven and probable mineral reserves. As of March 2017, the Company had 10 sand processing facilities with 16.8 million tons of annual sand processing capacity. Its coating facilities include operations in Mexico, Denmark and China, through which it serves international oil and gas markets.

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