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ProPetro Holding Corp. (PUMP) Fundamental Analysis & AI Grade 2026

PUMP NYSE Oil & Gas Field Services, NEC TX CIK: 0001680247
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
72% Confidence
N/A
C
72% Conf
Pending
Analysis scheduled

📊 PUMP Key Takeaways

Revenue: $270.7M
Net Margin: -1.3%
Free Cash Flow: $-40.6M
Current Ratio: 1.64x
Debt/Equity: 0.08x
EPS: $-0.03
AI Grade: C with 72% confidence
ProPetro Holding Corp. (PUMP) receives a C fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $270.7M, net profit margin of -1.3%, and return on equity (ROE) of -0.4%, ProPetro Holding Corp. demonstrates mixed fundamentals in the Energy sector. Below is our complete PUMP stock analysis for 2026.

Is ProPetro Holding Corp. (PUMP) a Good Investment?

Claude

ProPetro is operationally unprofitable with negative free cash flow and declining revenue, signaling structural distress in a cyclical industry downturn. While the fortress balance sheet (0.08x debt/equity, $156.6M cash) provides near-term runway, the company cannot sustain current burn rates without operational turnaround.

ProPetro Holding Corp. Key Strengths (PUMP)

Claude
  • + Minimal financial leverage with 0.08x debt/equity ratio and only $78.6M long-term debt
  • + Strong liquidity position with $156.6M cash and 1.64x current ratio providing operational flexibility
  • + Gross margin of 21.7% indicates revenue has marginal profitability before operating expenses

PUMP Stock Risks: ProPetro Holding Corp. Investment Risks

Claude
  • ! Negative free cash flow of -$40.6M annually with CapEx exceeding operating cash generation, indicating unsustainable cash burn
  • ! Operating unprofitability with -$8.0M operating income and -3.0% operating margin coupled with 12.1% revenue decline YoY
  • ! Negative interest coverage ratio (-1.4x) shows inability to service debt from operating earnings, relying on cash reserves
  • ! Cyclical sector downturn in oil & gas field services with no visible recovery catalysts in current data

Key Metrics to Watch

Claude
  • * Quarterly revenue trend and stabilization of YoY decline
  • * Path to operating profitability and operating margin expansion
  • * Free cash flow inflection and cash runway depletion timeline at current burn rates
  • * Utilization rates and pricing power in oil & gas services segment

ProPetro Holding Corp. (PUMP) Financial Metrics & Key Ratios

Revenue
$270.7M
Net Income
$-3.6M
EPS (Diluted)
$-0.03
Free Cash Flow
$-40.6M
Total Assets
$1.4B
Cash Position
$156.6M

💡 AI Analyst Insight

ProPetro Holding Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

PUMP Profit Margin, ROE & Profitability Analysis

Gross Margin 21.7%
Operating Margin -3.0%
Net Margin -1.3%
ROE -0.4%
ROA -0.3%
FCF Margin -15.0%

PUMP vs Energy Sector: How ProPetro Holding Corp. Compares

How ProPetro Holding Corp. compares to Energy sector averages

Net Margin
PUMP -1.3%
vs
Sector Avg 12.0%
PUMP Sector
ROE
PUMP -0.4%
vs
Sector Avg 14.0%
PUMP Sector
Current Ratio
PUMP 1.6x
vs
Sector Avg 1.3x
PUMP Sector
Debt/Equity
PUMP 0.1x
vs
Sector Avg 0.6x
PUMP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is ProPetro Holding Corp. Stock Overvalued? PUMP Valuation Analysis 2026

Based on fundamental analysis, ProPetro Holding Corp. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
-0.4%
Sector avg: 14%
Net Profit Margin
-1.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.08x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

ProPetro Holding Corp. Balance Sheet: PUMP Debt, Cash & Liquidity

Current Ratio
1.64x
Quick Ratio
1.57x
Debt/Equity
0.08x
Debt/Assets
29.9%
Interest Coverage
-1.35x
Long-term Debt
$78.6M

PUMP Revenue & Earnings Growth: 5-Year Financial Trend

PUMP 5-year financial data: Year 2021: Revenue $2.1B, Net Income $163.0M, EPS $1.57. Year 2022: Revenue $1.3B, Net Income -$107.0M, EPS $-1.06. Year 2023: Revenue $1.6B, Net Income -$54.2M, EPS $-0.53. Year 2024: Revenue $1.6B, Net Income $2.0M, EPS $0.02. Year 2025: Revenue $1.6B, Net Income $85.6M, EPS $0.76.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: ProPetro Holding Corp.'s revenue has declined by 21% over the 5-year period, indicating business contraction. The most recent EPS of $0.76 reflects profitable operations.

PUMP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-15.0%
Free cash flow / Revenue

PUMP Quarterly Earnings & Performance

Quarterly financial performance data for ProPetro Holding Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $270.7M -$3.6M $-0.03
Q3 2025 $293.9M $82.0K $0.00
Q2 2025 $326.2M $2.4M $0.02
Q1 2025 $359.4M $9.6M $0.09
Q3 2024 $360.9M -$3.7M $0.31
Q2 2024 $357.0M -$3.7M $-0.03
Q1 2024 $405.8M $19.9M $0.18
Q3 2023 $333.0M $10.0M $0.10

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

ProPetro Holding Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.7M
Cash generated from operations
Capital Expenditures
$43.4M
Investment in assets
Dividends
None
No dividend program

PUMP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for ProPetro Holding Corp. (CIK: 0001680247)

📋 Recent SEC Filings

Date Form Document Action
May 22, 2026 8-K tm2615470d1_8k.htm View →
May 22, 2026 4 xslF345X06/ownership.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779393897.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779393891.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779393886.xml View →

Frequently Asked Questions about PUMP

What is the AI rating for PUMP?

ProPetro Holding Corp. (PUMP) has an AI grade of C with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PUMP's key strengths?

Claude: Minimal financial leverage with 0.08x debt/equity ratio and only $78.6M long-term debt. Strong liquidity position with $156.6M cash and 1.64x current ratio providing operational flexibility.

What are the risks of investing in PUMP?

Claude: Negative free cash flow of -$40.6M annually with CapEx exceeding operating cash generation, indicating unsustainable cash burn. Operating unprofitability with -$8.0M operating income and -3.0% operating margin coupled with 12.1% revenue decline YoY.

What is PUMP's revenue and growth?

ProPetro Holding Corp. reported revenue of $270.7M.

Does PUMP pay dividends?

ProPetro Holding Corp. does not currently pay dividends.

Where can I find PUMP SEC filings?

Official SEC filings for ProPetro Holding Corp. (CIK: 0001680247) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PUMP's EPS?

ProPetro Holding Corp. has a diluted EPS of $-0.03.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is PUMP's fundamental grade?

Based on our AI fundamental analysis in May 2026, ProPetro Holding Corp. has a C grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is PUMP stock overvalued or undervalued?

Valuation metrics for PUMP: ROE of -0.4% (sector avg: 14%), net margin of -1.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is PUMP's AI grade for 2026?

Our dual AI analysis gives ProPetro Holding Corp. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PUMP's free cash flow?

ProPetro Holding Corp.'s operating cash flow is $2.7M, with capital expenditures of $43.4M. FCF margin is -15.0%.

How does PUMP compare to other Energy stocks?

Vs Energy sector averages: Net margin -1.3% (avg: 12%), ROE -0.4% (avg: 14%), current ratio 1.64 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI