Growth-Radar

Why High-Growth: ProFrac is a leading provider of hydraulic fracturing services in North America, known for its innovative approach to well stimulation. The company has made significant strides in integrating technology into its operations, enhancing efficiency and reducing environmental impact. ProFrac's commitment to innovation is evident through its strategic partnerships and technological advancements in the hydraulic fracturing industry.

Why High-Growth: Calfrac is the largest Canadian-headquartered hydraulic fracturing company, operating with a combined fleet of approximately 1.2 million horsepower across Canada, the U.S., and Argentina. The company has demonstrated robust earnings growth, with an average annual earnings growth rate of 67%, outpacing the Energy Services industry average of 57%. Revenue growth has been steady at an average rate of 17.5% per year. In the second quarter of 2025, Calfrac reported a 39% increase in Adjusted EBITDA compared to the first quarter, reflecting operational efficiency and strong demand in key markets.

Why High-Growth: Strategic merger with Patterson-UTI combines drilling and completion services, expanding market share. Investment in digital platforms (NexHub™) and advanced fleet technologies enhances efficiency and scalability. Growth driven by strong demand in U.S. land basins and oilfield services.

Current Valuation: Mid-cap stock (~$2.42B market cap), trading around $10.61. Reasonably valued with room for upside due to operational synergies and sector tailwinds.

Why High-Growth: Focus on Permian Basin hydraulic fracturing with scalable fleets and strong regional oil activity.

Why High-Growth: Liberty's strategic focus on technology leadership, operational efficiency, and diversification into power generation positions it as a high-growth opportunity in the energy sector. However, potential investors should consider the inherent risks associated with the cyclical nature of the oil and gas industry and market volatility.