Cactus Inc is engaged in the designing, manufacturing, and sale of wellheads and pressure control equipment. Its principal products include Cactus SafeDrill wellhead systems, conventional wellheads, and production valves among others. The company also provides mission-critical field services, including service crews to assist with the installation, maintenance, and safe handling of the wellhead and pressure control equipment, as well as repair services for equipment that it sells or rents. It sells or rents its products principally for onshore unconventional oil and gas wells that are utilized during the drilling, completion (including fracturing), and production. It has two operating segments; Pressure Control, which generates key revenue and Spoolable Technologies.
The chart shows the growth of an initial investment of $10,000 in Cactus, Inc., comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Cactus, Inc. (WHD) has returned 4.39% so far this year and 32.86% over the past 12 months. Looking at the last ten years, WHD has achieved an annualized return of 8.52%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
WHD
1M-4.90%
6M26.13%
YTD4.39%
1Y32.86%
5Y9.97%
10Y8.52%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Cactus, Inc. (WHD) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
22.83%
-1.68%
-13.76%
0.76%
2025
0.71%
-11.29%
-13.53%
-16.73%
0.05%
3.50%
-2.98%
0.55%
-5.17%
12.59%
-2.63%
7.36%
2024
-7.15%
7.27%
7.70%
-1.57%
3.07%
2.85%
19.09%
-7.72%
2.79%
0.76%
14.43%
-15.05%
2023
6.96%
-14.62%
-10.21%
-7.41%
-20.83%
33.63%
19.96%
5.58%
-7.58%
-6.38%
-9.48%
7.61%
2022
26.96%
5.48%
10.60%
-11.80%
5.83%
-23.64%
2.77%
-1.79%
-3.51%
28.08%
3.52%
-8.92%
2021
-0.57%
19.27%
-7.32%
-2.84%
13.95%
2.00%
-4.96%
4.28%
0.21%
14.93%
-17.40%
0.93%
2020
-16.90%
-5.57%
-57.82%
58.89%
9.97%
8.01%
9.43%
-3.20%
-12.29%
-10.71%
36.15%
8.81%
2019
20.84%
9.58%
-2.47%
1.06%
-10.33%
1.38%
-12.49%
-15.91%
16.27%
1.50%
0.94%
12.82%
2018
16.64%
9.69%
6.73%
18.03%
-0.44%
-2.71%
4.65%
11.86%
-13.25%
-15.36%
-8.36%
Performance Indicators
The charts below present risk-adjusted performance metrics for Cactus, Inc. (WHD) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of WHD compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Cactus, Inc. volatility is 2.58%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2023
2022
2021
2020
2019
2018
Liabilities And Equity (USD)
1.87B
1.52B
1.12B
982.08M
815.59M
834.96M
584.74M
Equity Attributable To Parent (USD)
1.23B
865.52M
571.92M
468.64M
352.97M
327.47M
177.66M
Equity Attributable To Noncontrolling Interest (USD)
Webs Creek Capital Management made a significant $57.73 million investment in Cactus (WHD), purchasing 1,263,873 shares in Q4, making it the fund's largest holding at 10.33% of AUM. Cactus, an oilfield equipment and services provider, generated strong quarterly results with $261 million in revenue and 33% adjusted EBITDA margins, though full-year revenue declined slightly and margins compressed. The recent acquisition of Baker Hughes' surface pressure control business could help reaccelerate growth.
The Motley Fool•Jonathan Ponciano
AI Insight
Major institutional investment of $57.73M indicates confidence in the company. Strong financial metrics (33% EBITDA margins, 18.5% net income margin) and recent strategic acquisition of Baker Hughes' business demonstrate growth potential, despite recent revenue decline and margin compression.
The global smart water bottle market is expected to grow at a robust 11% CAGR, driven by increasing consumer awareness about health and wellness, integration of advanced technology, and the growing trend of sustainable and eco-conscious product choices. Smart water bottles with sensors and IoT technology enable consumers to monitor and track their hydration habits.
GlobeNewswire Inc.•Sudip Saha
AI Insight
Caktus is mentioned as one of the key players in the smart water bottle industry, focusing on improving manufacturing capabilities to offer innovative designs with advanced tech features.
Cactus (NYSE:WHD) has been analyzed by 3 analysts in the last three months, with a diverse range of perspectives from bullish to bearish. The average 12-month price target is $54.0, with a high of $56.00 and a low of $52.00, representing a 2.53% increase from the previous average. The article provides a detailed breakdown of the recent analyst actions, ratings, and price targets for Cactus.
Benzinga•Benzinga Insights, Benzinga Staff Writer
AI Insight
The article presents a balanced view of Cactus, with analysts having a diverse range of perspectives from bullish to bearish. The average price target has increased, indicating some positive sentiment, but the article does not provide a clear overall sentiment.
Cactus (WHD) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Cactus' (WHD) Q1 earnings and revenues top estimates. The company expects a sequential decline in U.S. land activity levels in Q2, citing geopolitical uncertainty.
Cactus (WHD) delivered earnings and revenue surprises of 11.94% and 2.27%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?
Cactus (WHD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
