Dec. 11 at 6:27 PM
$OIS Oil States. Benefitting from strong macro in offshore/international energy demand, decade high backlog of major projects, $ cash generation and valuation upside. Latest presentation available below.
Highlights: 19% free cash flow yield, 88% trailing twelve months Adjusted EBITDA to free cash flow conversion rate* = very high compared to peers.
Trading (as of Nov 18, 2025) at only 5.2x EV/TTM Adj. EBITDA vs. peers at 7.3x* = ~29% discount.
See the Sidoti conference video of CEO, Cindy Taylor in the feed below for a deeper dive and add
$OIS to Watchlist.
https://ir.oilstatesintl.com/events-and-presentations/default.aspx
*see notes in the presentation to back up these stats.