Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SEI
SELLSolaris Energy Infrastructure, Inc. · Energy · United States · $5.2B · Avg Vol: $152M/d
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% | 692.1M | 819.6M | 1.2B | 40.4% |
| EPS | 0.64 | 0.37 | 0.51 | 0.69 | 2.5% | 0.84 | 0.64 | 1.29 | 36.6% |
| Shares | 31.6M | 61.3M | 38.0M | 53.1M | +67.8% | 61.3M | — | — | — |
| Debt | 20.5M | 47.8M | 328.8M | 1.1B | 274.9% | 1.6B | — | — | — |
| Equity | 215.7M | 206.0M | 355.6M | 564.3M | 37.8% | — | — | — | — |
| Op CF | 68.0M | 89.4M | 59.4M | 209.1M | 45.4% | 262.4M | — | — | — |
| Inv CF | -79.5M | -62.0M | -305.0M | -686.4M | — | — | — | — | — |
| Fin CF | -16.1M | -30.4M | 399.7M | 670.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
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) | $5.2B | 20 | SELL |
| LBRT | Liberty Energy Inc. | $2.8B | 27 | SELL |
| KGS | Kodiak Gas Services, Inc. | $6.0B | 41 | HOLD |
| AESI | Atlas Energy Solutions Inc. | $1.5B | 25 | SELL |
| LB | LandBridge Company LLC | $5.9B | 50 | HOLD |
| NEXT | NextDecade Corporation | $1.9B | 8 | STRONG SELL |
| PUMP | ProPetro Holding Corp. | $1.4B | 31 | SELL |
| ACDC | ProFrac Holding Corp. | $771M | 21 | SELL |
| WTTR | Select Water Solutions, Inc. | $2.8B | 49 | HOLD |
| WHD | Cactus, Inc. | $3.8B | 56 | HOLD |
Peer medians: ROE 9.9% · P/E 19.3x · Gross margin 41.8%