USA Compression Partners, LP (USAC) Fair Value & Analysis
Energy · US · Market cap $3.7B
USA Compression Partners, LP
USAC · US
Fair value as of: Jul 22, 2026
From 22 valuation models · updated 19 days ago
Share price −4.4% over the past month.
Below-average quality, and screening another 61% overvalued on our models.
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 Jul 22, 2026.
How to read this chart
60‑month range $8.97 – $30.30 · fair‑value band $6.20 – $17.57 · the $25.82 price screens above the $10.04 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.
Analysis
USA Compression Partners, LP (USAC) currently trades at $25.82, while our model-based Fair Value estimate is $10.04, implying the stock looks roughly 61.1% overvalued today. The Quality Score stands at 47/100 (below-average quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: 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 Jul 22, 2026
Our scenario range runs from $6.20 (bear case) to $17.57 (bull case); at $25.82, 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 15% below its 52-week high and 23% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at -36% fair-value upside, at -61%, 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 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.
All 22 models by family
Widest divergence: Dividend Discount ($27.84) versus Growth DCF ($0.9600). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 44 · Market factors (momentum, volatility) 58
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.
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.
USAC screens 61% overvalued. Compare with SLB N.V →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- USA Compression (USAC) Reports Q2 Earnings: What Key Metrics Have to Say
- USA Compression Partners LP (USAC) (Q2 2026) Earnings Call Highlights: Revenue Surges 37% on ...
- USA Compression Partners Reports Second-Quarter 2026 Results
Peer Group
Oil & Gas Equipment & Services · 191 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
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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Oil & Gas Equipment & Services stocks, each showing price versus our Fair Value estimate (as of Jul 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SLB N.V SLBN | 836.00 MXN | 533.97 MXN | -36% |
| Baker Hughes Company BKR | $55.95 | $33.55 | -40% |
| TechnipFMC plc FTI | $74.57 | $27.57 | -63% |
| Halliburton Company HAL | $35.22 | $21.50 | -39% |
| Tenaris S.A TS | $57.16 | $45.68 | -20% |
| Yantai Jereh Oilfield Services Group 002353 | ¥138.79 | ¥34.17 | -75% |
| Saipem SpA SPM | €4.20 | €2.72 | -35% |
| Subsea 7 S.A SUBC | kr 319.00 | kr 227.98 | -29% |
| China Oilfield Services Limited 601808 | ¥12.08 | ¥12.64 | +5% |
| Gaztransport & Technigaz SA GTT | €188.10 | €95.01 | -49% |
Compare USA Compression Partners, LP with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Energy stocks →
Frequently asked questions
Is USA Compression Partners, LP (USAC) overvalued or undervalued?
What is the fair value of USAC?
What is the quality score of USAC?
What is the revenue of USA Compression Partners, LP (USAC)?
What is the net profit margin of USAC?
Does USA Compression Partners, LP pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track USA Compression Partners, LP and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.