What is Solaris Energy Infrastructure, Inc.'s (SEI) StockRank?

MoatMap's StockRank for Solaris Energy Infrastructure, Inc. (SEI) is 19/100, with a Strong Sell signal. This is a composite score combining Quality (45), Value (14), and Momentum (45) factor ranks across MoatMap's universe of 25,000+ stocks.

Does Solaris Energy Infrastructure, Inc. have an economic moat?

Solaris Energy Infrastructure, Inc. (SEI) has a Quality factor score of 45/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Solaris Energy Infrastructure, Inc. a buy, hold, or sell?

MoatMap's current signal for Solaris Energy Infrastructure, Inc. (SEI) is Strong Sell, based on a StockRank of 19/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.

What sector is Solaris Energy Infrastructure, Inc. in?

Solaris Energy Infrastructure, Inc. (SEI) operates in the Energy sector, specifically the Oil & Gas Equipment & Services industry (United States).

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SEI

Strong SellSinker

Solaris Energy Infrastructure, Inc. · Energy · United States · $5.0B · Avg Vol: $184M/d

StockRank

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P/E (TTM)

69.6x

ROE

8.1%

D/E

2.2x

Dividend %

0.9%

Dir. Trades · 180d

+$501K · −$3.2M →

Subst. holders: −$141.5M

Buybacks · 180d

None →

COMPANY DESCRIPTION

Solaris Energy Infrastructure, Inc. designs and manufactures patented mobile proppant management systems used in hydraulic fracturing operations. The company's automated, high-capacity silo systems provide a critical logistical moat by reducing wellsite footprints and truck traffic. It operates as a key technology-driven logistics partner across major US shale basins.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR	TTM	2026E	2027E	Fwd CAGR
Revenue	320.0M	292.9M	313.1M	622.2M	24.8%	762.2M	879.1M	1.3B	44.2%
EPS	0.64	0.37	0.51	0.69	2.5%	0.79	0.55	1.03	22.0%
Shares	31.6M	61.3M	38.0M	53.1M	+67.8%	65.8M	—	—	—
Debt	20.5M	47.8M	328.8M	1.1B	274.9%	2.5B	—	—	—
Equity	215.7M	206.0M	355.6M	564.3M	37.8%	—	—	—	—
Op CF	68.0M	89.4M	59.4M	209.1M	45.4%	424.7M	—	—	—
Inv CF	-79.5M	-62.0M	-305.0M	-686.4M	—	—	—	—	—
Fin CF	-16.1M	-30.4M	399.7M	670.7M	—	—	—	—	—

Loading 1Y...

PRICE (1Y)+53.5%

SMA 50SMA 200

$66.66

RSI (14)

62.9

52W High

$86.19

From 52W High

0.8%

SCORE BREAKDOWN

Quality

ROIC

6.9%45.4

ROE

8.1%49.5

GP/Assets

17.8%54.6

Op. Margin

26.5%69.4

FCF/Assets

-34.0%3.3

Piotroski

664.6

Int. Cover

4.1x50.7

D/E Ratio

2.17x7.4

Current Ratio

4.12x88.4

Value

P/E (TTM)

69.6x7.4

EV/EBITDA

20.6x9.2

P/FCF

—N/A

P/B

3.8x17.6

P/S

7.3x11.6

Div Yield

0.9%11.6

Momentum

52W High %

77%34.5

RS 6M

10%69.6

SMA 50/200

1.00x38.0

EPS Rev 4W

-20.4%3.6

EPS Rev 12W

-30.3%4.3

EPS Improve

+135%75.5

Q Growth

71%57.0

FUNDAMENTALS

Market Cap

$5.0B

P/E (Forward)

29.6x

Gross Margin

49.9%

SECTOR PEERS

Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of SEI are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
SEI	Solaris Energy Infrastructure, Inc.(you)	$5.0B	19	Strong Sell
EROK	EagleRock Land LLC	$3.2B	26	Sell
LBRT	Liberty Energy Inc.	$3.1B	12	Strong Sell
AROC	Archrock, Inc.	$5.5B	37	Hold
WBI	WaterBridge Infrastructure LLC	$3.9B	34	Sell
KGS	Kodiak Gas Services, Inc.	$5.8B	37	Hold
NEXT	NextDecade Corporation	$2.0B	11	Strong Sell
AESI	Atlas Energy Solutions Inc.	$1.6B	13	Strong Sell
WFRD	Weatherford International plc	$6.7B	46	Hold
TDW	Tidewater Inc.	$4.6B	52	Hold

Peer medians: ROE 10.2% · P/E 17.6x · Gross margin 43.5%

Solaris Energy Infrastructure, Inc. (SEI): Stock Score Summary

Solaris Energy Infrastructure, Inc. (SEI) has a MoatMap StockRank of 19/100 based on Quality (45/100), Value (14/100), and Momentum (45/100) factor scores. The current signal is STRONG SELL.

Key Financial Metrics

Price	$66.66
Market Cap	$5.0B
P/E (TTM)	69.62
P/E (Forward)	29.58
Price/Book	3.83
Return on Equity	8.1%
Return on Invested Capital	6.9%
Debt/Equity	2.17x
Gross Margin	49.9%
Operating Margin	26.5%
Revenue Growth	46.9%
Dividend Yield	0.9%
Free Cash Flow	$-728M

Solaris Energy Infrastructure, Inc. operates in the Oil & Gas Equipment & Services industry, part of the Energy sector (United States).

Frequently Asked Questions

What is Solaris Energy Infrastructure, Inc.’s (SEI) StockRank?: MoatMap’s StockRank for Solaris Energy Infrastructure, Inc. (SEI) is 19/100, with a Strong Sell signal. It is a composite of Quality (45), Value (14), and Momentum (45) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Solaris Energy Infrastructure, Inc. have an economic moat?: Solaris Energy Infrastructure, Inc. (SEI) has a Quality factor score of 45/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Solaris Energy Infrastructure, Inc. a buy, hold, or sell?: MoatMap’s current signal for Solaris Energy Infrastructure, Inc. (SEI) is Strong Sell, based on a StockRank of 19/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Solaris Energy Infrastructure, Inc. in?: Solaris Energy Infrastructure, Inc. (SEI) operates in the Energy sector, specifically the Oil & Gas Equipment & Services industry (United States).