Atlas Energy Solutions Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Atlas Energy Solutions Inc (AESI) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Atlas Energy Solutions Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 990M vs 121,539M combined for its competitors (0.8% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+8.2% annualized vs trailing 12 months), vs decelerating (-2.3%) for its tracked peer group.
- Growth: Atlas Energy Solutions Inc generated 22.4% revenue growth year over year in Q3 2026, vs 7.2% for its competitors combined.
- Profitability: Its -16.9% net margin compares with 11.1% for the peer group.
- Scale: Atlas Energy Solutions Inc ranks #64 of 133 companies by market capitalization in the Oil And Gas Production industry, holding 0.0% of industry market cap.
- Peer revenue share: Atlas Energy Solutions Inc accounted for 0.9% of combined revenue among its tracked peer group, up from 0.8% a year earlier.
- Peer differentiation: Revenue per employee of $0.65M compares with $1.32M for the peer group (0.5x).
- Structure: Atlas Energy Solutions Inc operates in the following segments: Sand Logistics, Power.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AESI Sales vs. its Competitors, Q3 2026
Atlas Energy Solutions Inc reported revenue growth of 22.40 % year on year in Q3 2026, above its competitors' combined revenue growth of 7.21 %.
With a net margin of -16.85 %, Atlas Energy Solutions Inc reported lower profitability than its competitors (11.12 %).
Atlas Energy Solutions Inc generated 0.89 % of the combined sales of its peer group, up from 0.78 % a year earlier.
API endpoints for this dataset
Atlas Energy Solutions Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Atlas Energy Solutions Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Atlas Energy Solutions Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Atlas Energy Solutions Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (2) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Atlas Energy Solutions Inc's competitor groups requires a Commercial License.
For context: the Oil And Gas Production industry grew revenue 3.2% year over year, combined, vs 22.4% for Atlas Energy Solutions Inc. Atlas Energy Solutions Inc's share of combined industry revenue moved from 0.02% to 0.02%, a gain of 0.00 percentage points.
Atlas Energy Solutions Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Atlas Energy Solutions Inc | No | Yes | Yes | Yes |
| Competitors combined (63) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 14.30 % (1 of 7) | 62.50 % (5 of 8) | 75.00 % (6 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AESI Stock Performance relative to its Competitors
AESI Stock Performance relative to Similar-Size Competitors
AESI Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Gran Tierra Energy Inc | 282.9% | Outperformed |
| 2 | Apa Corporation | 282.9% | Outperformed |
| 3 | Laredo Oil Inc | 282.9% | Outperformed |
| 4 | Permian Resources Corporation | 282.9% | Outperformed |
| 5 | Par Pacific Holdings Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Atlas Energy Solutions Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Atlas Energy Solutions Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Atlas Energy Solutions Inc |
676.28 | 989.52 |
 Eog Resources Inc |
77,831.77 | 27,026.00 |
 Slb Limited |
74,730.24 | 36,886.00 |
 Occidental Petroleum Corporation |
57,067.84 | 21,671.00 |
 Diamondback Energy Inc |
50,323.91 | 17,102.00 |
 Devon Energy Corp |
39,677.40 | 19,676.00 |
| SUBTOTAL | 605,430.41 | 274,006.98 |
Sign in to see all competitors of Atlas Energy Solutions Inc .
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Atlas Energy Solutions Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Atlas Energy Solutions Inc's Competitors Named by the Company
Competitive relationships identified from Atlas Energy Solutions Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Halliburton Company | Company report | 85% |
| Slb Limited | Company report | 85% |
Company report basis, confidence, active dates and source counts for Atlas Energy Solutions Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Atlas Energy Solutions Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Atlas Energy Solutions Inc | Sand Logistics 87.83 % |
| Eog Resources Inc | United States of America 98.40 % |
| Slb Limited | Production Systems 42.33 % |
| Occidental Petroleum Corporation | Oil and gas 95.12 % |
| Resmed Inc | Devices 49.96 % |
| Eqt Corporation | Upstream 92.08 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sign in to see all peers for Atlas Energy Solutions Inc .
Atlas Energy Solutions Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Atlas Energy Solutions Inc | 676 | 654,880 | -92,468 |
| Eog Resources Inc | 77,832 | 7,948,824 | 2,022,353 |
| Slb Limited | 74,730 | 338,404 | 28,541 |
| Occidental Petroleum Corporation | 57,068 | 2,081,348 | 702,171 |
| Diamondback Energy Inc | 50,324 | 9,706,016 | 1,035,187 |
| Devon Energy Corp | 39,677 | 8,943,636 | 1,493,636 |
| PEERS TOTAL | 604,754 | 1,315,766 | 209,428 |
Sign in to see all peers for Atlas Energy Solutions Inc .
Atlas Energy Solutions Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Slb Limited | Middle East 29.71 % |
| Occidental Petroleum Corporation | Non-US 20.75 % |
| Resmed Inc | Combined Europe Asia and other markets 31.05 % |
| Halliburton Company | North America 37.87 % |
| Sm Energy Co | Permian Basin 50.83 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Sign in to see all peers for Atlas Energy Solutions Inc .
Atlas Energy Solutions Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 112 companies in Atlas Energy Solutions Inc's industry classification, broader than the peer set above. Market cap in millions of $.Atlas Energy Solutions Inc ranks #64 of 112 companies by market capitalization in its industry, holding 0.04 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 788, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Shell Plc | 297,503 | 18.60 % |
| 2 | Totalenergies Se | 210,564 | 13.16 % |
| 3 | Petrobras Petroleo Brasileiro Sa | 137,905 | 8.62 % |
| 4 | Canadian Natural Resources Limited | 107,018 | 6.69 % |
| 5 | Eni Spa | 1,234 | 5.2% |
| 6 | Eog Resources Inc | 1,234 | 5.2% |
| 7 | Slb Limited | 1,234 | 5.2% |
| 8 | Occidental Petroleum Corporation | 1,234 | 5.2% |
| 9 | Diamondback Energy Inc | 1,234 | 5.2% |
| 10 | Cenovus Energy Inc | 1,234 | 5.2% |
| 64 | Atlas Energy Solutions Inc | 676 | 0.04 % |
Market cap and industry share for the rest of Atlas Energy Solutions Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Atlas Energy Solutions Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 59 | Tetra Technologies Inc | 844 | -17.75 % |
| 60 | Propetro Holding Corp | 784 | -42.16 % |
| 61 | Txo Partners L p | 744 | -1.26 % |
| 62 | Obsidian Energy Ltd | 694 | 67.20 % |
| 63 | Granite Ridge Resources Inc | 1,234 | 12.3% |
| 64 | Atlas Energy Solutions Inc | 676 | -52.13 % |
| 65 | Tamboran Resources Corporation | 1,234 | 12.3% |
| 66 | Vitesse Energy Inc | 1,234 | 12.3% |
| 67 | Vaalco Energy Inc | 1,234 | 12.3% |
| 68 | Profrac Holding Corp | 1,234 | 12.3% |
| 69 | Geopark Limited | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Atlas Energy Solutions Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Atlas Energy Solutions Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Oil And Gas Production industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (245 companies). See the full Oil And Gas Production industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 10.58 % | 26.12 % (avg) | -15.5 pp |
| Operating Margin | -11.11 % | industry median | -21.4 pp |
| EBITDA Margin | 6.09 % | 18.45 % (avg) | -12.4 pp |
| Capital Intensity (Capex / Revenue) | 39.37 % | 27.30 % (avg) | +12.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Atlas Energy Solutions Inc's Valuation vs Competitive Position
Valuation multiples vs the Oil And Gas Production industry average (245 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Oil And Gas Production industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 16.3x | - |
| EV / EBITDA | 38.5x | 9.5x | +29.1x |
| P/B | 1.4x | 2.0x | -0.6x |
| Return on Equity | -12.24 % | industry aggregate | -22.73 % |
| Return on Invested Capital | -3.12 % | 0.92 % (avg) | -4.04 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Atlas Energy Solutions Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | - | 66.80 % | -2.34 % |
| Operating Margin | 46.21 % | 11.90 % | -1.17 % |
| Return on Invested Capital | 20.05 % | 3.87 % | -0.31 % |
| P/E | 12.0x | 38.5x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Atlas Energy Solutions Inc's Strategic Group Map
Atlas Energy Solutions Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Atlas Energy Solutions Inc's trailing-12-month revenue growth of 2.2% and operating margin of -11.1% compares with an average of 0.8% growth and -4.1% margin across its 8 closest peers by combined growth, margin and ROIC -- Atlas Energy Solutions Inc sits above that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Atlas Energy Solutions Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Atlas Energy Solutions Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue -2.1% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Atlas Energy Solutions Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 788 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 39.37 % vs industry average 27.30 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Atlas Energy Solutions Inc's dedicated Suppliers and Customers pages, not here.
Atlas Energy Solutions Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Atlas Energy Solutions Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Atlas Energy Solutions Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+8.2% annualized vs trailing 12 months).
Weaknesses
- Operating margin 21.4 points below the industry median.
- Return on equity 22.7 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-2.3% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Atlas Energy Solutions Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Atlas Energy Solutions Inc | 0.26 | 1.41 | 0.69 |
| Eog Resources Inc | 0.78 | 1.71 | 0.26 |
| Slb Limited | 0.19 | 1.37 | 0.38 |
| Occidental Petroleum Corporation | 0.34 | 1.11 | 0.57 |
| Diamondback Energy Inc | 0.07 | 0.51 | 0.33 |
| Devon Energy Corp | 0.05 | 0.89 | 0.43 |
Sign in to see all peers for Atlas Energy Solutions Inc .
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Atlas Energy Solutions Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Atlas Energy Solutions Inc | Q3 2026 | +22.4 % | - |
| Eog Resources Inc | Q2 2026 | +57.4 % | +102.5 % |
| Slb Limited | Q3 2026 | +5.8 % | -5.0 % |
| Occidental Petroleum Corporation | Q2 2026 | +53.4 % | +540.2 % |
| Diamondback Energy Inc | Q2 2026 | +51.2 % | +178.1 % |
| Devon Energy Corp | Q2 2026 | +73.1 % | +108.4 % |
| PEERS TOTAL | +26.4 % | +114.1 % |
Sign in to see all peers for Atlas Energy Solutions Inc .
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Atlas Energy Solutions Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Atlas Energy Solutions Inc | Q3 2026 | +10.5 % | +446.2 % |
| Eog Resources Inc | Q2 2026 | - | -0.6 % |
| Slb Limited | Q3 2026 | +93.4 % | +15.0 % |
| Occidental Petroleum Corporation | Q2 2026 | - | -6.8 % |
| Diamondback Energy Inc | Q2 2026 | - | -64.1 % |
| Devon Energy Corp | Q2 2026 | - | +37.9 % |
Sign in to see all peers for Atlas Energy Solutions Inc .
Atlas Energy Solutions Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Atlas Energy Solutions Inc | - | - | - |
| Eog Resources Inc | 12.96% | 16.78% | 22.38% |
| Slb Limited | 5.63% | 7.16% | 11.40% |
| Occidental Petroleum Corporation | 8.90% | 8.31% | 18.83% |
| Diamondback Energy Inc | 2.54% | 2.17% | 4.16% |
| Devon Energy Corp | 7.91% | 9.69% | 14.93% |
Sign in to see all peers for Atlas Energy Solutions Inc .
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Atlas Energy Solutions Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Atlas Energy Solutions Inc | - | 0.68 |
| Eog Resources Inc | 11.47 | 2.88 |
| Slb Limited | 24.00 | 2.03 |
| Occidental Petroleum Corporation | 8.73 | 2.63 |
| Diamondback Energy Inc | 34.28 | 2.94 |
| Devon Energy Corp | 10.05 | 2.02 |
| PEERS AVERAGE | 13.98 | 2.21 |
Sign in to see all peers for Atlas Energy Solutions Inc .
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.