Aris Water Solutions, Inc. (ARIS): A Bull Case Theory

We encountered a bullish thesis on Aris Water Solutions, Inc. In this article, we will summarize the bull thesis on ARIS. ARIS Water Solutions, Inc.^road June. The aris of P/E to the front was 29.06 and 18.15, respectively, according to Yahoo’s funding.

Air view of the water treatment plant, focusing on the use of reverse osmosis technology.

Aris Water Solutions search a suitable place as a small water player in the Permian basin, where a secondary products are consumed in oil production, water. With 50 % of its revenues associated with Conocophillips and Chevron and a 22 % main shares share, ARIS benefits from consolidating the deep industry and harmonizing interests.

ARIS works are still installed in water treatment, but they expand to recycling, re -use and metal recovery, with revenues from SKIM Oil alone jumping by 68 % between 2022 and 2024. supported from $ 178 million in cash flow to operate $ 435 million, highlighting the confrontation of what distinguishes it. farm.

ARIS Water Solutions plays itself as a look and infrastructure operator on the basis of a two -bit deliberate investment strategy. On the unfinished front, ARIS builds a trench in water treatment technology. The acquisition of the CROSSTEK 2025 membrane technology represents strategic steps in the industrial and non -oil wastewater markets, after purchasing a patented systems in 2022.

Regulatory background winds and limited interest rates reduce risks. While the concentration of customers and CAPEX changes makes prediction difficult, the management strategy for technology and infrastructure growth supports the long -term bullish trend. With the expected FCFF growth near 10 % and IRR by approximately 11 %, ARIS appears to be promising, albeit under the radar, on the sustainable infrastructure of the oil field.

Previously we covered a file Saudi thesis On American Works Company, Inc. (AWK) from Max Fuisunds on Substack in October 2024, which works in the same industry as Aris Water Solutions, Inc. (ARIS). This thesis is the American Water Company (NYSE: AWK), which is the largest and most useful American water, which combines 17 years of consecutive profit growth, strong financial health, and conservative payment rate to provide investors with a rare mix of stability and long -term income growth in the utility sector. At that time, the stock was traded at $ 137.66, and has since been estimated at about 3 %.