AESI vs AROC

Atlas Energy Solutions Inc. vs Archrock, Inc. — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-01 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — AROC scores higher on quality with 8.5/10 vs AESI's 6.1/10. AESI trades at $17.13 while AROC trades at $32.90. Both analyzed daily using SEC EDGAR data across 13 institutional models.

AESI

Oil & Gas Equipment & Services
Atlas Energy Solutions Inc.
Quality
6.1
out of 10
Value Trap
25
LOW
Price
$17.13
Last close
Models
12/13
Active
VS

AROC

Oil & Gas Equipment & Services
Archrock, Inc.
Quality
8.5
out of 10
Value Trap
10
SAFE
Price
$32.90
Last close
Models
11/13
Active
AESI
2 models active
Limited to 2/13 visible models
AROC
Quality Score 8.5/10 — top tier
Limited to 2/13 visible models

AESI vs AROC — Fair Value Comparison

AESI
$0$7$13$20 Price$17.13 Bayesian …$1.23 (-92.8%) Earnings …$2.38 (-86.1%)
AROC
$0$13$26$39 Price$32.90 Bayesian …$5.01 (-86.5%) EROIC Spr…$5.13 (-84.4%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType AESI Fair ValueAESI Upside AROC Fair ValueAROC Upside
Bayesian DCF Intrinsic $1.23 -92.8% $5.01 -86.5%
Earnings Power Value Intrinsic $2.38 -86.1%
EROIC Spread Intrinsic $4.06 -76.3% $5.13 -84.4%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

AESI vs AROC — Which Stock Is More Undervalued in 2026?

AROC scores higher with a 8.5/10 quality rating vs AESI's 6.1/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do AESI and AROC Valuations Compare?

At $17.13, AESI trades +92.8% above its Bayesian DCF fair value of $1.23, while AROC at $32.90 trades +86.5% above its estimate of $5.01. AESI shows a wider gap between price and intrinsic value.

Quality of Company: AESI vs AROC

AESI earns a Quality of Company score of 6.1/10 compared to AROC's 8.5/10. This moderate difference suggests one company has an edge in fundamental quality, though both may offer investment merit depending on valuation. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: AESI vs AROC

AESI carries a LOW value trap risk (25/100) while AROC shows SAFE risk (10/100). Both companies show manageable value trap risk, suggesting their current valuations are not artificially depressed by fundamental deterioration.

Both in Oil & Gas Equipment & Services

Both AESI and AROC operate in Oil & Gas Equipment & Services, which has 3 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

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