Evolve Transition Infrastructure Lp's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Evolve Transition Infrastructure Lp (SNMP) 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: Evolve Transition Infrastructure Lp vs Its Competitors
- TTM: Trailing 12-month revenue of 25M vs 2,647M combined for tracked competitors (0.9% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-5.5% annualized vs trailing 12 months), vs accelerating (+31.5%) for its tracked peer group.
- Growth: Evolve Transition Infrastructure Lp generated -15.1% revenue growth year over year in Q3 2023, vs -18.7% for its tracked competitors combined.
- Profitability: Its -330.9% net margin compares with 20.8% for the peer group.
- Peer revenue share: Evolve Transition Infrastructure Lp accounted for 0.7% of combined revenue among its tracked peer group, up from 0.7% a year earlier.
- Peer differentiation: Revenue per employee of $2.28M compares with $1.50M for the peer group (1.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
SNMP Sales vs. its Competitors, Q3 2023
Evolve Transition Infrastructure Lp reported revenue contraction of 15.08 % year on year in Q3 2023, above its competitors' combined revenue change of -18.71 %.
With a net margin of -330.92 %, Evolve Transition Infrastructure Lp reported lower profitability than its competitors (20.81 %).
Evolve Transition Infrastructure Lp generated 0.68 % of the combined sales of its peer group, up from 0.65 % a year earlier.
Evolve Transition Infrastructure Lp vs. its Competitors, Q3 2023
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 an SEC filing; 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 Evolve Transition Infrastructure Lp and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Evolve Transition Infrastructure Lp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Evolve Transition Infrastructure Lp's competitor groups requires a Commercial License.
For context: the Oil And Gas Production industry grew revenue 4.6% year over year, combined, vs -15.1% for Evolve Transition Infrastructure Lp. Evolve Transition Infrastructure Lp's share of combined industry revenue moved from 0.00% to 0.00%, a gain of 0.00 percentage points.
Evolve Transition Infrastructure Lp's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Evolve Transition Infrastructure Lp | No | No | No | Yes |
| Competitors combined (6) | ||||
| High-Confidence Competitors (1) |
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.
SNMP Stock Performance relative to its Competitors
SNMP Stock Performance relative to High-Confidence Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | New Fortress Energy Inc | 282.9% | Outperformed |
| 2 | Brookfield Renewable Partners L p | 282.9% | Outperformed |
| 3 | Xplr Infrastructure Lp | 282.9% | Outperformed |
| 4 | Camber Energy Inc | 282.9% | Outperformed |
| 5 | Lifemd Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Evolve Transition Infrastructure Lp's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Evolve Transition Infrastructure Lp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Evolve Transition Infrastructure Lp | 324.13 | 25.04 |
| Xplr Infrastructure Lp | 984.76 | 1,181.00 |
| Infrastructure and Energy Alternatives inc. | 746.22 | 2,282.55 |
| Brookfield Renewable Partners L p | 168.24 | 6,407.00 |
| Lifemd Inc | 137.39 | 163.36 |
| New Fortress Energy Inc | 35.07 | 1,275.81 |
| SUBTOTAL | 2,403.13 | 11,361.31 |
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Sources: Evolve Transition Infrastructure Lp's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Evolve Transition Infrastructure Lp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Evolve Transition Infrastructure Lp's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Vacasa Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Evolve Transition Infrastructure Lp's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Evolve Transition Infrastructure Lp'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 |
|---|---|
| Infrastructure and Energy Alternatives inc. | Renewables 73.86 % |
| New Fortress Energy Inc | Terminals and Infrastructure 96.80 % |
Source: operating segment revenue as reported in each company's SEC filings (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).
Evolve Transition Infrastructure Lp'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 |
|---|---|---|---|
| Evolve Transition Infrastructure Lp | 324 | 2,276,545 | -5,687,273 |
| Xplr Infrastructure Lp | 985 | - | - |
| Infrastructure and Energy Alternatives inc. | 746 | - | - |
| Brookfield Renewable Partners L p | 168 | 1,091,482 | 121,295 |
| Lifemd Inc | 137 | 419,957 | 1,105 |
| New Fortress Energy Inc | 35 | 985,180 | -1,406,144 |
| PEERS TOTAL | 2,079 | 1,500,698 | -179,172 |
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Evolve Transition Infrastructure Lp'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 (165 companies). See the full Oil And Gas Production industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 100.00 % | 57.30 % (avg) | +42.7 pp |
| Operating Margin | 34.67 % | industry median | +0.0 pp |
| EBITDA Margin | -38.38 % | 11.81 % (avg) | -50.2 pp |
| Capital Intensity (Capex / Revenue) | - | 24.95 % (avg) | - |
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.
Evolve Transition Infrastructure Lp's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue Growth | -23.80 % | - | - | 32.25 % | -26.87 % | -9.09 % | -25.64 % |
| Operating Margin | 14.61 % | - | -11.47 % | 19.12 % | -87.74 % | -25.89 % | -48.10 % |
| Return on Invested Capital | 2.20 % | - | -20.98 % | -90.33 % | 46.16 % | -24.05 % | -50.89 % |
| P/E | - | - | - | - | - | - | - |
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.
Evolve Transition Infrastructure Lp's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Evolve Transition Infrastructure Lp 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.
Evolve Transition Infrastructure Lp'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
- Return on equity 30.0 points above the industry aggregate.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-5.5% annualized vs trailing 12 months).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (33.30 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Evolve Transition Infrastructure Lp'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 |
|---|---|---|---|
| Evolve Transition Infrastructure Lp | 0.01 | 0.02 | - |
| Xplr Infrastructure Lp | 0.54 | 0.85 | 0.57 |
| Infrastructure and Energy Alternatives inc. | 0.11 | 1.30 | 14.23 |
| Brookfield Renewable Partners L p | 0.10 | 0.57 | 0.06 |
| Lifemd Inc | 0.62 | 0.96 | - |
| New Fortress Energy Inc | 0.02 | 0.15 | 46.30 |
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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.
Evolve Transition Infrastructure Lp'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 |
|---|---|---|---|
| Evolve Transition Infrastructure Lp | Q3 2023 | -15.1 % | - |
| Xplr Infrastructure Lp | Q1 2026 | -2.5 % | - |
| Infrastructure and Energy Alternatives inc. | Q2 2022 | +21.5 % | +333.1 % |
| Brookfield Renewable Partners L p | Q4 2025 | +9.0 % | - |
| Lifemd Inc | Q2 2026 | -23.5 % | - |
| New Fortress Energy Inc | Q2 2026 | +3.6 % | - |
| PEERS TOTAL | +9.0 % | - |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Evolve Transition Infrastructure Lp'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 |
|---|---|---|---|
| Evolve Transition Infrastructure Lp | Q3 2023 | - | - |
| Xplr Infrastructure Lp | Q1 2026 | +21.8 % | -71.9 % |
| Infrastructure and Energy Alternatives inc. | Q2 2022 | +22.2 % | -65.8 % |
| Brookfield Renewable Partners L p | Q4 2025 | - | +76.5 % |
| Lifemd Inc | Q2 2026 | -24.5 % | -41.3 % |
| New Fortress Energy Inc | Q2 2026 | -5.3 % | -83.7 % |
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Evolve Transition Infrastructure Lp's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Evolve Transition Infrastructure Lp | - | - | - |
| Xplr Infrastructure Lp | - | - | - |
| Infrastructure and Energy Alternatives inc. | - | - | - |
| Brookfield Renewable Partners L p | 0.72% | 0.93% | 2.04% |
| Lifemd Inc | 0.65% | 2.32% | 3.47% |
| New Fortress Energy Inc | - | - | - |
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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).
Evolve Transition Infrastructure Lp's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Evolve Transition Infrastructure Lp | - | 12.94 |
| Xplr Infrastructure Lp | 9.60 | 0.83 |
| Infrastructure and Energy Alternatives inc. | - | 0.33 |
| Brookfield Renewable Partners L p | - | 0.03 |
| Lifemd Inc | - | 0.84 |
| New Fortress Energy Inc | - | 0.03 |
| PEERS AVERAGE | - | 0.21 |
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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.