From Yahoo Finance: 2025-06-09 09:32:00

Aris Water Solutions, Inc. (ARIS) has seen bullish activity, with shares trading at $24.12 on June 3rd and a trailing P/E of 29.06. The company focuses on water midstream services in the Permian Basin, with revenue tied to major players like ConocoPhillips and Chevron.

Aris Water Solutions (ARIS) is expanding into recycling and mineral recovery, with revenue growth of 68% expected by 2024. The company is investing in scalable infrastructure and technology, making strategic acquisitions and building a moat in water treatment technology to enter new markets.

Despite some risks like customer concentration, Aris Water Solutions (ARIS) is poised for growth with a strong financial performance and a focus on sustainable oilfield infrastructure. The company’s expected FCFF growth is around 10% with an IRR of ~11%, making it an under-the-radar play in the industry.

American Water Works Company, Inc. (AWK) offers investors stability and income growth in the utility sector, with 17 years of consecutive dividend growth. While ARIS is not among the 30 most popular stocks among hedge funds, the focus remains on AI stocks with higher potential for returns and limited downside risk.



Read more at Yahoo Finance: Aris Water Solutions, Inc. (ARIS): A Bull Case Theory