Solaris Energy Infrastructure, Inc. (SEI) has a MoatMap StockRank of 51/100 based on Quality (45/100), Value (13/100), and Momentum (78/100) factor scores. The current signal is HOLD. Solaris Energy Infrastructure provides mobile logistics and automated systems for oil and gas extraction. With geopolitical tensions creating a structural floor for energy prices, US shale operators are prioritizing efficiency and automation. Solaris's asset-light, high-margin systems reduce labor and emissions, sharing scale economics with customers (Nick Sleep lens) and generating high free cash flow (Buffett lens) in a supportive macro environment.
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.
| Price | $74.20 |
| Market Cap | $6.4B |
| P/E (TTM) | 90.85 |
| P/E (Forward) | 28.60 |
| Price/Book | 5.70 |
| Return on Equity | 8.7% |
| Return on Invested Capital | 5.1% |
| Debt/Equity | 146.47 |
| Gross Margin | 46.9% |
| Operating Margin | 25.8% |
| Revenue Growth | 55.3% |
| Dividend Yield | 0.6% |
| Free Cash Flow | $-631M |
Solaris Energy Infrastructure, Inc. operates in the Oil & Gas Equipment & Services industry, part of the Energy sector (United States).