Nine Energy Service, Inc. (NINE) Stock

Nine Energy Service, Inc. (NINE) is a Energy stock trading at $10.59 (as of 2026-09-02), with a market capitalization of $147.73M and a trailing P/E of 2.0. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Nine Energy Service, Inc. provides onshore completion services for oil and gas wells, including cementing (cement slurry pumping between casing and wellbore), completion tools (e.g., frac sleeves, liner hangers, isolation packers and related accessories), wireline plug-and-perf services, and coiled tubing well interventions. These services support unconventional resource development in North American and international basins.

Understand Nine Energy Service, Inc.: how it makes money

Nine Energy Service provides cementing and completion tools (frac plugs, packers, liner hangers) to operators drilling unconventional wells across North America and internationally. Revenue scales almost directly with shale well completions, making the company a pure volume play on operator activity in key basins.

Every well completed in an unconventional basin requires a cement job and a set of frac tools, so Nine's revenue is essentially a per-well fee that scales one-to-one with completion volume, with no recurring or subscription component.

Business quality (Mixed): Business quality is mixed: the 54% return on equity looks strong but is likely a denominator effect from depressed net assets, while the -2% operating margin shows the company is still below breakeven on an operating basis. The model is cyclical and volume-dependent, with thin margins in service and tool sales.

Valuation: At 2× earnings, NINE trades 87% below the Petroleum & Natural Gas average (16×). Note: the low multiple may reflect one-time earnings items.

Bull case

  • Extreme valuation discount to peers: NINE trades at 2.1x earnings versus the 16x Petroleum & Natural Gas industry average, an 87% discount. The market appears to be pricing the company into permanent impairment rather than a cyclical trough, so any stabilization in shale activity could drive a sharp multiple re-rating.
  • Flagship plug line accelerating: Stinger dissolvable plug units sold grew 23% year over year, well ahead of cementing (12%) and broader completion tools (9%). This suggests operators are upgrading to premium, higher-margin completion solutions, which should improve the revenue mix over time.

Bear case

  • Still below the break-even line: The company ran a -2% operating margin in the latest quarter, meaning it has not yet covered its own operating costs. With 1,066 full-time employees representing significant fixed labor, any softening in well-stimulation spending would deepen losses before reaching customers.
  • No contractual floor on revenue: Completion services are spot-transacted; Nine sells a cement job and a set of plugs per well with no multi-year agreements. If operator capex on completions drops even modestly, revenue falls almost immediately, which is likely why the market assigns a 2.1x multiple rather than a growth premium.
Valuation — source: SEC EDGAR (first-party)
Price$10.59
Market Cap$147.73M
P/E Ratio2.0
EV / EBITDA47.0
Price / Book1.10
Price / Sales0.37
FCF Yield-15.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$561.91M
Net Margin-9.1%
Revenue Growth (YoY)-72.4%
EPS Growth (YoY)-50.0%
FCF Growth (YoY)-36.3%
Financial Health — source: SEC EDGAR
Altman Z-Score-1.64 (distress)
Valuation vs Sector & Industry
Stock P/E2.0
Sector P/E (Energy)16.1
Industry P/E (Petroleum & Natural Gas)15.4
vs Sector-87.4%
vs Industry-86.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderWELLS FARGO & COMPANY/MN ($3813.00)
Institutional Holders Tracked1
Company
SectorEnergy
IndustryPetroleum & Natural Gas
CEOAnn G. Fox
Employees1,077
CountryUS
IPO Date2018-01-19

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NINE earnings history · NINE institutional & insider holders · NINE KPIs & operating metrics · NINE financials · NINE investor presentations & press releases · NINE SEC filings · NINE peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-02.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.