Growth StrategyManagement remains bullish on associated gas basins as part of its growth strategy despite the recent increase in the gas strip.
Margin ExpansionKodiak Gas Services is expected to continue benefiting from tight supply, strong demand tailwinds, and margin expansion.
ValuationCurrent valuation trades at a discount to peers, with potential for re-rating as the market appreciates the compression industry's macro tailwinds and Kodiak's growth outlook.