Oasis Midstream Partners Lp's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Oasis Midstream Partners Lp (OMP) 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: Oasis Midstream Partners Lp vs Its Competitors
- TTM: Trailing 12-month revenue of 392M vs 341M combined for tracked competitors (53.4% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+7.6% annualized vs trailing 12 months), vs decelerating (-62.7%) for its tracked peer group.
- Growth: Oasis Midstream Partners Lp generated 24.6% revenue growth year over year in Q3 2021, vs 72.4% for its tracked competitors combined.
- Profitability: Its 35.7% net margin compares with 23.5% for the peer group.
- Peer revenue share: Oasis Midstream Partners Lp accounted for 76.8% of combined revenue among its tracked peer group, down from 82.1% a year earlier.
- Peer differentiation: Revenue per employee of $5.85M compares with $11.76M for the peer group (0.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
OMP Sales vs. its Competitors, Q3 2021
Oasis Midstream Partners Lp reported revenue growth of 24.62 % year on year in Q3 2021, below its competitors' combined revenue growth of 72.38 %.
With a net margin of 35.70 %, Oasis Midstream Partners Lp achieved higher profitability than its competitors (23.48 %).
Oasis Midstream Partners Lp generated 76.82 % of the combined sales of its peer group, down from 82.09 % a year earlier.
Oasis Midstream Partners Lp vs. its Competitors, Q3 2021
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 Oasis Midstream Partners Lp and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Oasis Midstream Partners Lp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Oasis Midstream Partners Lp's competitor groups requires a Commercial License.
For context: the Oil Well Services & Equipment industry grew revenue -11.7% year over year, combined, vs 24.6% for Oasis Midstream Partners Lp. Oasis Midstream Partners Lp's share of combined industry revenue moved from 0.42% to 0.59%, a gain of 0.17 percentage points.
Oasis Midstream Partners 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 |
|---|---|---|---|---|
| Oasis Midstream Partners Lp | Yes | Yes | Yes | No |
| Competitors combined (1) | ||||
| High-Confidence Competitors (1) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 62.50 % (5 of 8) | 62.50 % (5 of 8) | 12.50 % (1 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.
OMP Stock Performance relative to its Competitors
OMP Stock Performance relative to High-Confidence Competitors
OMP 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 | Kimbell Royalty Partners lp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Oasis Midstream Partners Lp's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Oasis Midstream Partners Lp's Comment on Competition and Industry Peers
Publicly Traded Peers of Oasis Midstream Partners Lp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Oasis Midstream Partners Lp | 1,159.57 | 391.62 |
| Kimbell Royalty Partners lp | 1,718.95 | 341.09 |
| SUBTOTAL | 2,878.52 | 732.71 |
Sources: Oasis Midstream Partners 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 Oasis Midstream Partners Lp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Oasis Midstream Partners 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 |
|---|---|---|
| Medicine Man Technologies inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Oasis Midstream Partners 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.
Oasis Midstream Partners 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 |
|---|---|---|---|
| Oasis Midstream Partners Lp | 1,160 | 5,845,045 | 2,760,567 |
| Kimbell Royalty Partners lp | 1,719 | 11,761,870 | 3,495,407 |
| PEERS TOTAL | 1,719 | 11,761,870 | 3,495,407 |
Oasis Midstream Partners Lp's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Oil Well Services & Equipment industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (31 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 78.61 % | 36.50 % (avg) | +42.1 pp |
| Operating Margin | 47.31 % | industry median | +82.5 pp |
| EBITDA Margin | 64.84 % | 10.27 % (avg) | +54.6 pp |
| Capital Intensity (Capex / Revenue) | 6.35 % | 12.97 % (avg) | -6.6 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.
Oasis Midstream Partners Lp's Valuation vs Competitive Position
Valuation multiples vs the Oil Well Services & Equipment industry average (31 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.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 4.5x | 16.5x | -12.0x |
| EV / EBITDA | 6.6x | 18.0x | -11.4x |
| P/B | 2.9x | 1.8x | +1.2x |
| Return on Equity | 50.19 % | industry aggregate | 88.59 % |
| Return on Invested Capital | 10.77 % | 1.13 % (avg) | 9.64 % |
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.
Oasis Midstream Partners 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 | 2018 | 2019 | 2020 |
|---|---|---|---|
| Revenue Growth | - | 51.01 % | -15.20 % |
| Operating Margin | 54.77 % | 55.64 % | 22.58 % |
| Return on Invested Capital | 7.57 % | 10.58 % | 3.96 % |
| P/E | 8.9x | 4.0x | 7.0x |
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.
Oasis Midstream Partners Lp's Strategic Group Map
Every company in Oasis Midstream Partners Lp's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Oasis Midstream Partners Lp is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
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.
Oasis Midstream Partners Lp'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 |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 6.35 % vs industry average 12.97 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Oasis Midstream Partners Lp's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Oasis Midstream Partners Lp's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Oasis Midstream Partners 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.
Oasis Midstream Partners Lp falls in the Low attractiveness / High strength cell: Selective.
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.
Oasis Midstream Partners 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
- Operating margin 82.5 points above the industry median.
- Return on equity 88.6 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+7.6% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
- Trades at a lower P/E than the industry average (4.5x vs 16.5x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-62.7% annualized).
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.
Oasis Midstream Partners 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 |
|---|---|---|---|
| Oasis Midstream Partners Lp | 0.22 | 1.71 | 1.65 |
| Kimbell Royalty Partners lp | 2.91 | 6.36 | 0.58 |
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.
Oasis Midstream Partners 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 |
|---|---|---|---|
| Oasis Midstream Partners Lp | Q3 2021 | +24.6 % | -14.0 % |
| Kimbell Royalty Partners lp | Q2 2026 | +30.0 % | +77.3 % |
| PEERS TOTAL | +27.3 % | +20.6 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Oasis Midstream Partners 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 |
|---|---|---|---|
| Oasis Midstream Partners Lp | Q3 2021 | +337.5 % | +117.3 % |
| Kimbell Royalty Partners lp | Q2 2026 | - | +33,130.5 % |
Oasis Midstream Partners Lp's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Oasis Midstream Partners Lp | 17.76% | 13.69% | 50.19% |
| Kimbell Royalty Partners lp | 8.10% | 5.46% | 13.02% |
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).
Oasis Midstream Partners Lp's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Oasis Midstream Partners Lp | 4.81 | 2.96 |
| Kimbell Royalty Partners lp | 18.30 | 5.04 |
| PEERS AVERAGE | 10.05 | 3.93 |
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.