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Company Analysis

Solaris Energy Infrastructure, SEI

A comprehensive view of key metrics, scores, and financial health for Solaris Energy Infrastructure,

Overview of Solaris Energy Infrastructure, Inc.

SEI NYQ
Energy Oil & Gas Equipment & Services Framework: Commodities & Mining Mid Cap
Solaris Energy Infrastructure, Inc. (SEI), is a Mid Cap company, in the Oil & Gas Equipment & Services industry, last closed at $74.01, about 85.5% overvalued vs fair value, +172.7% 1Y return, ranked 83/255 in sector.
Metrics Rev Growth 98.7% Gross Margin 45.9%
USD 74.01
-2.67%
(Delayed)
• Vol 90d: 75.9%
52-Week Range
Market Cap
$5.59B
Enterprise Value
$6.03B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Completeness: 82%
Confidence: 87%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.solaris-energy.com
HQ Houston, TX
Employees 364
Fiscal year Dec 31

Next Events

Earnings Jul 23 Estimated

Fair Value Snapshot

Bear Base Bull
$10
$11
$12
Current: $74.01 -86% vs base

Engine Room Money Flow™

Mid Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
$622.2M
98.7%%
Gross Profit
$285.4M
252.6%%
Operating Income
$135.4M
198.5%%
EBITDA
$216.4M
125.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
-4.28x
Poor

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$24.4M

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
0/6
Improving
1
High Impact
4
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Solaris Energy Infrastructure, 's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
56
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
63
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Commodities & Mining vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing SEI's balance between Growth (40.8%), Profitability (26.4%), and Safety (32.8%). Growth 41% Safety 33% Profitability 26%

Click axes to expand details. Marker shows current allocation.

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Growth

76th percentile vs peers
77
Key Signals
Rev Growth YoY 98.7% 95p Revenue CAGR 3Y 24.8% 78p TSR 6.79 95p EPS Growth YoY -34.0% 37p
Strengths
  • Rev Growth YoY in top 20% of peers (98.7%, 95th percentile)
  • Growth above peer median with strong metric coverage (85%)
  • TSR in top 20% of peers (6.79, 95th percentile)
  • Current Ratio in top 20% of peers (3.83, 83th percentile)
Risks

No significant risks identified for this axis.

Profitability

49th percentile vs peers
50
Key Signals
Strengths
Risks
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Safety

61th percentile vs peers
62
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Solaris Energy Infrastructure, .

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$10.76
- - -
-85.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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