WallStSmart

ProFrac Holding Corp. (ACDC)vsHalliburton Company (HAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Halliburton Company generates 1138% more annual revenue ($22.17B vs $1.79B). HAL leads profitability with a 7.0% profit margin vs -24.3%. HAL earns a higher WallStSmart Score of 65/100 (C+).

ACDC

Avoid

29

out of 100

Grade: F

Growth: 2.0Profit: 2.0Value: 4.0Quality: 3.0
Piotroski: 3/9Altman Z: 0.39

HAL

Buy

65

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 7.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.84
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ACDCSignificantly Overvalued (-17.0%)

Margin of Safety

-17.0%

Fair Value

$4.76

Current Price

$4.04

$0.72 premium

UndervaluedFair: $4.76Overvalued
HALUndervalued (+16.6%)

Margin of Safety

+16.6%

Fair Value

$37.46

Current Price

$32.25

$5.21 discount

UndervaluedFair: $37.46Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACDC1 strengths · Avg: 10.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

HAL3 strengths · Avg: 8.7/10
EPS GrowthGrowth
133.5%10/10

Earnings expanding 133.5% YoY

PEG RatioValuation
0.928/10

Growing faster than its price suggests

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

ACDC4 concerns · Avg: 2.8/10
Market CapQuality
$881.08M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.763/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-63.0%2/10

ROE of -63.0% — below average capital efficiency

HAL3 concerns · Avg: 2.7/10
Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-0.3%2/10

Revenue declined 0.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : ACDC

The strongest argument for ACDC centers on Price/Book.

Bull Case : HAL

The strongest argument for HAL centers on EPS Growth, PEG Ratio, Price/Book. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bear Case : ACDC

The primary concerns for ACDC are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.76 is elevated, increasing financial risk.

Bear Case : HAL

The primary concerns for HAL are Profit Margin, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

ACDC profiles as a turnaround stock while HAL is a value play — different risk/reward profiles.

ACDC carries more volatility with a beta of 1.42 — expect wider price swings.

HAL is growing revenue faster at -0.3% — sustainability is the question.

HAL generates stronger free cash flow (589M), providing more financial flexibility.

Bottom Line

HAL scores higher overall (65/100 vs 29/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

ProFrac Holding Corp.

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

ProFrac Holding Corp. (Ticker: ACDC) is a leading provider of innovative hydraulic fracturing services in the oil and natural gas industry, dedicated to enhancing resource extraction efficiency while emphasizing environmental sustainability. The company utilizes state-of-the-art technology and a skilled workforce to collaborate effectively with exploration and production companies, thereby improving their operational performance. With a strong commitment to safety, efficiency, and continuous innovation, ProFrac is strategically positioned to capitalize on market opportunities within the evolving energy sector, making it an appealing investment for institutional investors looking to navigate the complexities of the hydrocarbon market.

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Halliburton Company

ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA

Halliburton Company is an American multinational corporation. One of the world's largest oil field service companies, it has operations in more than 70 countries.

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