ProFrac Holding Corp. (ACDC) intrinsic value & 10-year financials
ProFrac Holding Corp. (ACDC) has a Graham intrinsic value of $22.81 per share. At $4.07 on Oct 20, 2026, the stock trades 82% below that value. Over the last 7 fiscal years revenue grew 28.8% a year to $1.9B, with an average return on invested capital of 62.9%.
- Graham intrinsic value
- $22.81
- Share price (Oct 20, 2026)
- $4.07
- Price vs Graham value
- 82% below
- Market cap
- $685.0M
- Revenue (FY2025)
- $1.9B
- Revenue growth (7-yr CAGR)
- 28.8%
- ROIC (10-yr avg)
- 62.9%
- Free cash flow (FY2025)
- $19.6M
ACDC 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $1.9B | -$369.0M | -$2.22 | $19.6M | -11.6% | -10.7% |
| FY2024 | $2.2B | -$215.1M | -$1.38 | $112.3M | -2.8% | -2.6% |
| FY2023 | $2.6B | -$97.7M | -$0.82 | $286.5M | 6.3% | 15.7% |
| FY2022 | $2.4B | $91.5M | $0.69 | $59.0M | 17.0% | 316.3% |
| FY2021 | $768.4M | -$43.5M | — | -$43.5M | -2.3% | -4.0% |
| FY2020 | $547.7M | -$118.5M | — | -$2.9M | -17.3% | — |
| FY2019 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
ProFrac Holding Corp. revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
ProFrac Holding Corp. has historically struggled to out-earn its cost of capital, averaging just 0.3% ROIC.
ProFrac Holding Corp. capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, ProFrac Holding Corp. is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $22.81 per share.