Based on the aggregated intelligence of 135,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, oilfield services expert Dawson Geophysical (Nasdaq: DWSN) has earned a coveted five-star ranking.
With that in mind, let's take a closer look at Dawson's business and see what CAPS investors are saying about the stock right now.
Dawson facts
Headquarters (founded)
Midland, Texas (1952)
Market Cap
$194.5 million
Industry
Oil and Gas Equipment and Services
Trailing-12-Month Revenue
$313.8 million
Management
Founder/Chairman Decker Dawson
CEO Stephen Jumper
Return on Equity (average, last three years)
18.8%
Competitors
CGG Veritas (NYSE: CGV)
TGC Industries
CAPS Members Bullish on DWSN Also Bullish on:
Apple (Nasdaq: AAPL)
Johnson & Johnson (NYSE: JNJ)
Middleby (Nasdaq: MIDD)
CAPS Members Bearish on DWSN Also Bearish on:
First Solar (Nasdaq: FSLR)
Microsoft (Nasdaq: MSFT)
Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS.
Over on CAPS, some 98% of the 2,769 members who have rated Dawson believe the stock will outperform the S&P 500 going forward. These bulls include A6EIntruder and All-Star wuff3t, who is ranked in the top 10% of our community.
In late March, A6EIntruder nicely summed up the seismic opportunity:
Provides the data that big, dinosaur oil needs ... skills and expertise are contractable (so oil giants don't have to pay to keep it all in-house). Will only get more valuable in the future as top-quality analysis and interpretation of data becomes more valued.
In a pitch from last month, wuff3t reminds Fools that's it not too late to jump in:
Found this using the CAPS screener and looking for all my favorite measurements: low P/E and P/B ratio, decent Current Ratio and EPS growth. Oh, and low debt. Well, [Dawson] scores on all counts, and beats the industry averages as well. Even after its recent run-up (more or less doubled since March) I still see this as a very undervalued company and expect it to outperform significantly once the world resumes its normal "oil-frenzy" mode.
|