USA Compression Partners LP (USAC) Fair Value & Analysis
Energy · US · Market cap $3.7B · ISIN US90290N1090
What is USA Compression Partners LP really worth?
Below-average quality, and trading another 184% above our fair value of $9.69.
Strengths
Risks
For context
Fair value as of: Aug 13, 2026
From 22 valuation models · updated 22 days ago
Fair value updated Aug 13, 2026, revised from $10.04 to $9.69 (−3.5%) since Jul 22, 2026. Share price +4.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($17.57). The favourable scenario is already priced in.
- The model range is unusually wide ($6.20 to $17.57). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (47/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.
How to read this chart
60‑month range $9.17 – $30.30 · fair‑value band $6.20 – $17.57 · the $27.56 price screens above the $9.69 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 2 fiscal years are left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 13, 2026.
Analysis
USA Compression Partners LP (USAC) currently trades at $27.56, while our model-based Fair Value estimate is $9.69, implying the stock looks roughly 184.4% overvalued today. The Quality Score stands at 47/100 (below-average quality), in the Energy sector. Bull case: the Dividend Discount group reads highest at a median of $27.84 per share, and 5 of the 22 models we run sit above the $27.56 price. Bear case: the Multiples group reads lowest at $7.60, and 17 of the 22 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, USA Compression Partners LP generated revenue of $1.1B at a net margin of 11.9%. Revenue grew 35.1% year over year. It earns a return on equity of 84.8%. Net debt stands at $2.5B. Fundamentals as of Aug 13, 2026
Our scenario range runs from $6.20 (bear case) to $17.57 (bull case); at $27.56, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 10% below its 52-week high and 31% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at −41% fair-value upside, at −65%, USAC screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 22 models by family
Widest divergence: Dividend Discount ($27.84) versus Growth DCF ($0.9600). Highest evidence: FCF DCF (71).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 44 · Market factors (momentum, volatility) 62
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
USA Compression Partners, LP provides natural gas compression services in the United States. The company offers compression services to oil companies and independent producers, processors, gatherers, and transporters of natural gas and crude oil, as well as for infrastructure applications, including centralized natural gas gathering systems and processing …
Full company description
USA Compression Partners, LP provides natural gas compression services in the United States. The company offers compression services to oil companies and independent producers, processors, gatherers, and transporters of natural gas and crude oil, as well as for infrastructure applications, including centralized natural gas gathering systems and processing facilities, and gas lift applications in crude oil wells. It also owns and operates a fleet of equipment to offer natural gas treating services, such as carbon dioxide and hydrogen sulfide removal, as well as natural gas cooling and dehydration to natural gas producers and midstream companies. As of December 31, 2025, the company has 3.9 million horsepower in its fleet. USA Compression Partners, LP was founded in 1998 and is headquartered in Dallas, Texas.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
USA Compression Partners LP reported revenue of $998M in FY2025 versus $633M in FY2021, a compound +12.1%/yr. Reported net income was $111M in FY2025, compounding +81.4%/yr from FY2021. FY2021 was a trough year, so the rate overstates the trend.
of which total revenue +16.1 % · buybacks/dilution −8.9 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
USAC screens 184% overvalued. Compare with SLB N.V →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Is USAC Worth Buying for Growth Despite Margin and Leverage Risks?
- USA Compression Q2 Earnings & Revenues Beat Estimates, Rise Y/Y
Peer Group
Oil & Gas Equipment & Services · 185 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Oil & Gas Equipment & Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Oil & Gas Equipment & Services stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SLB N.V SLB | $57.33 | $28.66 | −50% |
| Baker Hughes Company BKR | $64.63 | $32.40 | −50% |
| TechnipFMC plc FTI | $75.27 | $27.43 | −64% |
| Halliburton Company HAL | $36.18 | $21.50 | −41% |
| Tenaris S.A TS | $53.09 | $45.68 | −14% |
| Yantai Jereh Oilfield Services Group 002353 | ¥144.58 | ¥34.17 | −76% |
| Saipem SpA SPM | €4.57 | €2.72 | −40% |
| Subsea 7 S.A SUBC | kr 341.20 | kr 221.37 | −35% |
| China Oilfield Services Limited 601808 | ¥12.31 | ¥12.64 | +3% |
| Gaztransport & Technigaz SA GTT | €211.80 | €95.01 | −55% |
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