Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

SEI

SELL

Solaris Energy Infrastructure, Inc. · Energy · United States · $5.2B · Avg Vol: $152M/d

20
StockRank
Get insider-trade alerts
Q
42
V
13
M
51
P/E (TTM)
72.1x
ROE
8.7%
D/E
1.5x
Dividend %
0.8%

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)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue320.0M292.9M313.1M622.2M24.8%692.1M819.6M1.2B40.4%
EPS0.640.370.510.692.5%0.840.641.2936.6%
Shares31.6M61.3M38.0M53.1M+67.8%61.3M
Debt20.5M47.8M328.8M1.1B274.9%1.6B
Equity215.7M206.0M355.6M564.3M37.8%
Op CF68.0M89.4M59.4M209.1M45.4%262.4M
Inv CF-79.5M-62.0M-305.0M-686.4M
Fin CF-16.1M-30.4M399.7M670.7M
Loading 1Y...
PRICE (1Y)-28.9%
52.5960.1667.7375.3182.88Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$52.59
RSI (14)
33.9
52W High
$86.19
From 52W High
0.6%

SCORE BREAKDOWN

Quality
42
ROIC
5.1%40.5
ROE
8.7%56.0
GP/Assets
15.2%49.4
Op. Margin
25.8%77.9
FCF/Assets
-20.4%7.0
Piotroski
662.0
Int. Cover
3.6x45.8
D/E Ratio
1.46x14.0
Current Ratio
1.11x37.8
Value
13
P/E (TTM)
72.1x10.7
EV/EBITDA
20.7x7.6
P/FCF
N/A
P/B
4.5x12.2
P/S
8.4x10.3
Div Yield
0.8%7.4
Momentum
51
52W High %
61%20.9
RS 6M
-9%25.8
SMA 50/200
1.21x88.0
EPS Rev 4W
-1.6%46.6
EPS Rev 12W
N/A
EPS Improve
+198%79.3
Q Growth
303%91.6

FUNDAMENTALS

Market Cap
$5.2B
P/E (Forward)
24.2x
Gross Margin
46.9%

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
SEISolaris Energy Infrastructure, Inc.(you)$5.2B20SELL
LBRTLiberty Energy Inc.$2.8B27SELL
KGSKodiak Gas Services, Inc.$6.0B41HOLD
AESIAtlas Energy Solutions Inc.$1.5B25SELL
LBLandBridge Company LLC$5.9B50HOLD
NEXTNextDecade Corporation$1.9B8STRONG SELL
PUMPProPetro Holding Corp.$1.4B31SELL
ACDCProFrac Holding Corp.$771M21SELL
WTTRSelect Water Solutions, Inc.$2.8B49HOLD
WHDCactus, Inc.$3.8B56HOLD

Peer medians: ROE 9.9% · P/E 19.3x · Gross margin 41.8%

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

Solaris Energy Infrastructure, Inc. (SEI) has a MoatMap StockRank of 20/100 based on Quality (42/100), Value (13/100), and Momentum (51/100) factor scores. The current signal is SELL.

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.

Key Financial Metrics

Price$52.59
Market Cap$5.2B
P/E (TTM)72.07
P/E (Forward)24.23
Price/Book4.52
Return on Equity8.7%
Return on Invested Capital5.1%
Debt/Equity1.46x
Gross Margin46.9%
Operating Margin25.8%
Revenue Growth55.3%
Dividend Yield0.8%
Free Cash Flow$-438M

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 20/100, with a Sell signal. It is a composite of Quality (42), Value (13), and Momentum (51) factor ranks across MoatMap’s 20,000+ stock universe.
Does Solaris Energy Infrastructure, Inc. have an economic moat?
Solaris Energy Infrastructure, Inc. (SEI) has a Quality factor score of 42/100. 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 Sell, based on a StockRank of 20/100. 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).