Archrock (AROC)

Energy · Oil & Gas Equipment & Services
$30.26 -1.83% on the day Market cap $5.5B 52-week range $22.88 to $42.23 Prices as of Oct 7, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
16% a year for 10 years

At a market value of $5.5B, Archrock's free cash flow of $120M (fiscal 2025) would need to grow about 16% a year for the stock to be worth today's price. That is faster than the company has grown its free cash flow over the last 9 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Archrock's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price15.9% a year
Free cash flow, last 9 years-3.0% a year
Revenue, same period7.0% a year
Price to free cash flow45.8x

Fundamental grade

C

Five factors scored 1 to 9 from AROC's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation6
Profitability7
Growth2
Financial health3
Cash efficiency4

Key numbers

P/E (trailing)17.0x
P/E (forward)16.1x
Price / free cash flow45.8x
EV / EBITDA6.05x
Price / sales3.64x
Price / book3.51x
Revenue growth-3.1%
Operating margin—
Net margin21.8%
Return on equity21.2%
Dividend yield2.8%
Debt / equity1.86x

Results from SEC filings

Fiscal years, from Archrock's 10-K filings. The deep dive has 15+ years, quarters and every line.

Fiscal year20212022202320242025
Revenue$781M$846M$990M$1.2B$1.5B
Net income$28M$44M$105M$172M$322M
Free cash flow$140M-$36M$12M$71M$120M
EPS (diluted)$0.18$0.28$0.67$1.05$1.83
Operating margin—————

Where the revenue comes from

Revenue by segments, fiscal 2025.

Contract operations$1.3B85%
Aftermarket services$218M15%

Superinvestors who own AROC

From each investor's latest 13F filing (what a 13F shows). 3 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Hersh Cohen
ClearBridge Investments
Trimmed $49M0.04%Q2 2026
Cliff Asness
AQR Capital Management
Added $21M0.01%Q2 2026
Joel Greenblatt
Gotham Asset Management
Trimmed $577,5120.00%Q2 2026

Insider buying

Open-market purchases by Archrock's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of AROC in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Archrock's stock price imply?

At a market value of $5.5B, Archrock would need its free cash flow to grow about 16% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew -3% a year.

Are Archrock insiders buying the stock?

No open-market insider purchases of AROC in the last 12 months, according to SEC Form 4 filings.

Which superinvestors own Archrock?

3 of the superinvestors Investingly tracks hold AROC in their latest 13F, including Hersh Cohen, Cliff Asness, Joel Greenblatt.

Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.