Stock AnalizSolaris Energy Infrastructure, Inc. SEI
Oil and Gas Field Machinery · IPO 2017 · data as of November 13, 2026
Solaris Energy Infrastructure, Inc. (SEI) is a consumer discretionary company listed in the US with a market value of about $6.4B. In the twelve months to September 30, 2026 it had revenue of $936M and net income of $75M, a net margin of 8.0%.
Its overall Stock Analiz score is 1.4 out of 5 (weak). The strongest part is future growth (3/5); the weakest is value (0/5).
Key numbers: a P/E of 66.8, 5-year revenue growth of 43% a year, a 5-year average ROIC of 10%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 74% below the current price.
Score: 1.4 / 5
Checks passed
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- Pays a dividend
- Dividend 3 years in a row
- Stock-based pay below 5% of revenue
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $936M | $622M | $313M | $293M | $320M | $159M | $103M | $242M | $197M | $67M | $18M |
| Net income | $75M | $30M | $16M | $24M | $21M | -$868000 | -$29M | $52M | $42M | -$4M | $3M |
| Free cash flow | -$1.1B | -$438M | -$129M | $25M | -$13M | -$3M | $39M | $80M | -$45M | -$67M | -$6M |
| EPS (diluted) | $0.96 | $0.30 | — | — | — | — | — | — | $1.59 | $-0.34 | — |
| Net margin | 8.0% | 4.9% | 5.1% | 8.3% | 6.6% | -0.5% | -28.5% | 21.5% | 21.5% | -6.2% | 15.4% |
| ROIC | — | 14.3% | 6.1% | 16.7% | 14.7% | -0.1% | -24.3% | 33.4% | 40.8% | 17.7% | 3.9% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 14 analysts is $106.20, 66% above the current price; targets range from $65.00 to $140.00; the consensus rating is “Strong buy”; expected EPS is $1.67 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Solaris Energy Infrastructure’s P/E ratio?
About 66.8, based on the last twelve months of diluted earnings per share (forward P/E about 18.7).
Is Solaris Energy Infrastructure stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 74% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Solaris Energy Infrastructure pay a dividend?
Yes. The dividend yield is about 0.74%, and it has paid dividends for 8 years in our data.
Is Solaris Energy Infrastructure a good stock to buy?
We do not give buy or sell advice. Solaris Energy Infrastructure scores 1.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.