Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WTTR
HOLDSelect Water Solutions, Inc. · Energy · United States · $2.8B · Avg Vol: $38M/d
COMPANY DESCRIPTION
Select Water Solutions, Inc. provides comprehensive water management and chemical solutions to the unconventional oil and gas industry in the United States. The company's competitive moat is anchored by its extensive, hard-to-replicate network of permanent water pipelines, recycling facilities, and disposal wells across all major U.S. shale basins. As environmental regulations and ESG mandates tighten, Select's leading position in automated water recycling and sustainable logistics makes it an indispensable partner for major exploration and production operators.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.4B | 1.6B | 1.5B | 1.4B | 0.5% | 1.4B | 1.5B | 1.6B | 5.5% |
| EPS | 0.51 | 0.73 | 0.31 | 0.21 | -25.6% | 0.21 | 0.23 | 0.30 | 19.6% |
| Shares | 109.4M | 102.2M | 103.1M | 104.9M | -4.1% | 124.4M | — | — | — |
| Debt | 80.2M | 53.0M | 132.7M | 352.7M | 63.9% | 285.2M | — | — | — |
| Equity | 766.0M | 772.5M | 793.5M | 805.6M | 1.7% | — | — | — | — |
| Op CF | 33.2M | 285.4M | 234.9M | 214.7M | 86.2% | 230.0M | — | — | — |
| Inv CF | -53.2M | -137.2M | -318.6M | -405.0M | — | — | — | — | — |
| Fin CF | -58.5M | -98.4M | 46.6M | 188.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of WTTR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WTTR | Select Water Solutions, Inc.(you) | $2.8B | 49 | HOLD |
| FLOC | Flowco Holdings Inc. | $2.1B | 51 | HOLD |
| NESR | National Energy Services Reunited Corp. | $2.8B | 59 | HOLD |
| WHD | Cactus, Inc. | $3.8B | 56 | HOLD |
| WBI | WaterBridge Infrastructure LLC | $1.6B | 47 | HOLD |
| LB | LandBridge Company LLC | $5.9B | 50 | HOLD |
| XPRO | Expro Ltd | $1.8B | 58 | HOLD |
| VTOL | Bristow Group Inc. | $1.4B | 56 | HOLD |
| LBRT | Liberty Energy Inc. | $2.8B | 27 | SELL |
| KGS | Kodiak Gas Services, Inc. | $6.0B | 41 | HOLD |
Peer medians: ROE 9.9% · P/E 19.3x · Gross margin 42.1%