Solaris Energy Infrastructure, Inc. SEI R2K

Energy · Oil & Gas Equipment & Services · United States

Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector. The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.

Market & Price

Market Cap

$6.50B

Current Price

$69.54

High / Low (52W)

$78.58 / $24.71

Beta

1.26

Valuation

Stock P/E

82.79

Industry PE

18.25

Forward P/E

26.18

PEG Ratio

0.94

Book Value

$10.63

Price to Book

6.54

P/S

9.39

EV/EBITDA

22.34

Dividend Yield

0.69%

Profitability & Returns

ROCE

5.08%

ROE

8.74%

ROA

4.98%

Profit Margin

6.69%

Op Margin

25.76%

EPS (Latest Qtr)

$0.32

EPS (TTM)

$0.84

Balance Sheet & Liquidity

Debt/Equity

1.46

Quick Ratio

1.05

Current Ratio

1.11

Debt

$1.62B

Total Assets

$2.14B

Current Assets

$483.02M

Working Capital

$319.72M

Ownership

Promoter Holding

10.27%

Chg in Prom Hold

FII / Inst Holding

112.71%

Chg in FII Hold

Financial Snapshot

Enterprise Value

$5.66B

Total Revenue (TTM)

$692.11M

EBITDA

$253.27M

Free Cash Flow

$-631.04M

Operating Cash Flow

$262.40M

Shares Outstanding

58.40M

Gross Margin

46.92%

Payout Ratio

57.14%

Growth (CAGR)

Revenue 5Y

24.81%

Profit 5Y

12.55%

Revenue (YoY)

55.30%

Earnings (YoY)

127.20%

PROS

Compounding revenue at 24.8% over 5 years.
Profit CAGR of 12.6% over 5 years.
In a confirmed uptrend (50-DMA above 200-DMA).

CONS

Trading at a high P/E of 82.8.

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Period: Metric:

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Energy).

#	Name	CMP $	P/E	Mkt Cap	Div Yld %	ROCE %	ROE %	Rev CAGR 5Y %	Profit CAGR 5Y %
1	SEI Solaris Energy Infrastructure, Inc. R2K	69.54	82.79	$6.50B	0.69%	5.08%	8.74%	24.81%	12.55%
2	XOM Exxon Mobil Corporation SPX	145.26	24.45	$602.10B	2.84%	11.12%	9.87%	-6.69%	-19.72%
3	CVX Chevron Corporation SPX	182.46	31.73	$363.39B	3.90%	7.21%	6.64%	-7.85%	-29.74%
4	COP ConocoPhillips SPX	113.98	19.32	$138.86B	2.95%	12.63%	11.28%	-9.11%	-24.66%
5	WMB The Williams Companies, Inc. SPX	71.39	31.31	$87.31B	2.94%	9.66%	19.66%	2.91%	8.51%
6	SLB SLB N.V. SPX	54.55	24.03	$81.56B	2.16%	12.08%	14.07%	8.33%	-0.65%
7	VLO Valero Energy Corporation SPX	244.82	17.88	$72.70B	1.96%	8.12%	15.85%	-11.40%	-41.16%
8	MPC Marathon Petroleum Corporation SPX	248.77	16.37	$72.63B	1.57%	13.11%	27.46%	-9.23%	-34.67%
9	EOG EOG Resources, Inc. SPX	133.38	13.13	$71.04B	3.06%	14.00%	18.20%	-8.51%	-13.74%

Quarterly Results

Figures in USD.

Metric	Mar 2016	Jun 2016	Sep 2016	Dec 2016	Mar 2017	Jun 2017	Sep 2017	Dec 2017	Mar 2018	Jun 2018	Sep 2018	Dec 2018	Mar 2019	Jun 2019	Sep 2019	Dec 2019	Mar 2020	Jun 2020	Sep 2020	Dec 2020	Mar 2021	Jun 2021	Sep 2021	Mar 2022	Jun 2022	Sep 2022	Mar 2023	Jun 2023	Sep 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Revenue	-	-	-	-	10.32M	13.39M	18.48M	25.20M	36.02M	47.16M	56.69M	57.34M	55.12M	64.10M	59.60M	62.86M	47.83M	9.34M	20.53M	25.28M	28.67M	35.18M	46.39M	51.84M	86.71M	89.38M	77.83M	-	-	-	-	-	-	126.33M	149.33M	166.84M	179.70M	196.24M
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	87.77M	97.63M	111.16M	124.52M	123.52M
Gross Profit	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	38.56M	51.70M	55.69M	55.18M	72.72M
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	16.50M	16.13M	17.77M	15.33M	22.16M
Operating Income	-126.00K	-785.00K	724.00K	3.05M	4.83M	1.67M	8.08M	10.88M	15.53M	24.80M	30.79M	28.18M	27.73M	27.32M	22.79M	30.09M	-39.34M	-10.73M	-6.41M	-3.42M	-2.09M	-2.03M	2.00M	7.41M	10.32M	13.98M	14.88M	15.78M	10.00M	9.96M	11.85M	-	-	22.05M	35.57M	37.91M	39.85M	50.56M
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	43.15M	53.95M	60.27M	28.62M	76.81M
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	6.20M	5.48M	9.04M	7.90M	4.77M
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	16.88M	30.09M	28.88M	-2.77M	47.28M
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	3.92M	5.96M	4.06M	743.00K	15.23M
Net Income	-127.00K	-	-	-	4.78M	157.00K	1.38M	2.10M	5.93M	10.60M	13.02M	12.88M	12.32M	13.28M	11.40M	15.02M	-19.08M	-5.54M	-3.28M	-1.44M	-1.17M	-1.21M	874.00K	3.50M	5.45M	7.41M	7.57M	7.53M	4.93M	4.32M	6.21M	-	-	5.32M	11.96M	14.55M	-1.66M	21.44M
Diluted EPS	-	-	-	-	-	0.01	0.12	0.13	0.23	0.40	0.49	0.47	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	0.14	0.30	0.31	-0.04	0.32
R&D Expense	172.00K	254.00K	42.00K	-	82.00K	114.00K	1.00K	-	0	0	0	-	0	-	-	-	0	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

Profit & Loss (Annual)

Figures in USD.

Metric	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Revenue	-	18.16M	67.39M	197.20M	241.69M	100.65M	-	320.00M	292.95M	313.09M	622.21M
Cost of Revenue	-	-	-	-	-	-	-	250.21M	214.03M	232.14M	421.08M
Gross Profit	-	-	-	-	-	-	-	69.80M	78.92M	80.95M	201.13M
Operating Expenses	-	-	-	-	-	-	-	27.99M	27.59M	35.60M	65.74M
Operating Income	-1.21M	2.86M	25.46M	99.29M	107.93M	-59.90M	-	41.80M	51.33M	45.35M	135.39M
EBITDA	-	-	-	-	-	-	-	72.24M	86.23M	97.41M	184.95M
Interest Expense	-	-	-	-	-	-	-	489.00K	3.45M	13.27M	27.59M
Pretax Income	-	-	-	-	-	-	-	41.31M	46.59M	36.92M	73.08M
Tax Provision	-	-	-	-	-	-	-	7.80M	7.82M	8.01M	14.68M
Net Income	-	-	-4.17M	42.43M	52.01M	-29.34M	-	21.16M	24.34M	15.81M	30.17M
Diluted EPS	-	-	0.27	1.59	-	-	-	0.64	0.78	0.50	0.66
R&D Expense	141.00K	476.00K	210.00K	0	0	0	-	-	-	-	-

Compounded Sales Growth

5 Years:	24.81%
1 Year:	55.30%

Compounded Profit Growth

5 Years:	12.55%
1 Year:	127.20%

Stock Price Performance

1 Year:	+156.75%
6 Months:	+49.59%
3 Months:	+40.46%
1 Month:	-2.33%

Balance Sheet (Annual)

Figures in USD.

Metric	Dec 2014	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Total Assets	-	-	77.24M	287.06M	458.61M	505.07M	411.90M	-	462.58M	468.30M	1.13B	2.14B
Current Assets	-	-	-	-	-	-	-	-	88.74M	67.14M	250.98M	483.02M
Cash & Equivalents	24.75M	6.92M	3.57M	63.42M	25.06M	66.88M	60.37M	-	8.84M	5.83M	114.25M	353.32M
Inventory	-	-	-	-	-	-	-	-	5.29M	6.67M	10.95M	14.45M
Receivables	-	-	-	-	-	-	-	-	69.47M	47.29M	71.77M	103.08M
Total Liabilities	-	-	5.89M	45.50M	117.73M	95.41M	96.42M	-	145.45M	152.72M	463.73M	1.32B
Current Liabilities	-	-	3.08M	20.50M	35.33M	20.39M	20.21M	-	55.91M	37.20M	65.53M	163.30M
Long Term Debt	-	-	-	-	-	-	-	-	8.00M	30.00M	307.60M	1.06B
Total Debt	-	-	-	-	-	-	-	-	20.48M	47.79M	328.85M	1.08B
Total Equity	-	-	71.35M	125.29M	198.45M	263.85M	201.25M	-	215.72M	205.98M	355.62M	564.34M
Shares Outstanding	-	-	-	-	-	-	-	-	31.64M	28.97M	38.01M	53.08M

Cash Flows (Annual)

Figures in USD.

Metric	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Operating Cash Flow	2.16M	4.52M	26.73M	116.36M	114.87M	43.85M	-	68.00M	89.35M	59.37M	209.10M
Investing Cash Flow	-27.86M	-10.94M	-98.98M	-160.54M	-34.00M	-3.77M	-	-79.54M	-62.00M	-305.03M	-686.36M
Financing Cash Flow	7.88M	3.06M	132.11M	5.82M	-39.04M	-46.59M	-	-16.12M	-30.35M	399.70M	670.70M
Capital Expenditure	-27.79M	-10.90M	-93.91M	-161.08M	-34.85M	-4.66M	-	-81.41M	-64.39M	-188.42M	-646.76M
Free Cash Flow	-25.63M	-6.38M	-67.18M	-44.71M	80.02M	39.19M	-	-13.41M	24.96M	-129.05M	-437.65M
Net Change in Cash	-	-	-	-	-	-	-	-27.66M	-3.00M	154.03M	193.45M
Share Buybacks	-	-	-	-	3.25M	26.72M	-	-	26.44M	8.09M	0

Ratios (Annual)

Figures in %.

Metric	Dec 2015	Dec 2016	Dec 2017	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Gross Margin %	-	-	-	-	-	-	-	21.8%	26.9%	25.9%	32.3%
Operating Margin %	-	15.8%	37.8%	50.3%	44.7%	-59.5%	-	13.1%	17.5%	14.5%	21.8%
Net Margin %	-	-	-6.2%	21.5%	21.5%	-29.2%	-	6.6%	8.3%	5.0%	4.8%
ROE %	-	-	-3.3%	21.4%	19.7%	-14.6%	-	9.8%	11.8%	4.4%	5.3%
ROCE %	-	3.9%	9.6%	23.5%	22.3%	-15.3%	-	10.3%	11.9%	4.3%	6.8%

Shareholding Pattern

Insiders

10.27%

Institutions

112.71%

Public Float

125.62%

Top Institutional Holders

#	Holder	% Held	Shares	Value
1	Blackrock Inc.	7.06%	4.12M	$286.67M
2	Millennium Management Llc	3.91%	2.29M	$158.94M
3	Vanguard Capital Management LLC	3.49%	2.04M	$141.89M
4	Van Eck Associates Corporation	3.35%	1.95M	$135.91M
5	Two Sigma Investments, LP	3.32%	1.94M	$135.02M
6	FMR, LLC	3.19%	1.86M	$129.52M
7	Encompass Capital Advisors, LLC	3.00%	1.75M	$121.70M
8	Summit Partners Public Asset Management LLC	2.96%	1.73M	$120.24M
9	Morgan Stanley	2.92%	1.71M	$118.74M
10	Driehaus Capital Management, LLC	2.79%	1.63M	$113.22M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for SEI

No recent headlines available.

SEI · Energy