Solaris Energy Infrastructure SEI
United StatesEnergy · Oil & Gas Equipment & ServicesUSD
101.27 USD (+32.5%)
14 analysts
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Solaris Energy Infrastructure (SEI) is a US-based oil & gas equipment services company that provides infrastructure and energy solutions for exploration and production operations.
Key points
from its scores- ✕Demanding valuation1.4
- ✕Little competitive advantage3.5
- ✕Unfavourable risk and backdrop4.3
AI analysis
bottom line, main risk, context and newsStrong growth does not offset high leverage and demanding valuation; wait for balance sheet deleveraging or a more moderate valuation.
Solaris Energy Infrastructure shows very strong revenue growth (46.9%), but its financial health is fragile with a Net Debt/EBITDA of 6.26 and negative free cash flow conversion (-298.75%), which weighs on its quality and valuation (P/E 95.58).
High leverage (Net Debt/EBITDA of 6.26) combined with negative free cash flow generation exposes the company to solvency issues if the high interest rate environment persists or the business decelerates.
Context and risks
The company operates in the oil & gas equipment services sector in the US, with very high leverage (Net Debt/EBITDA of 6.26) that exposes it to tighter financial conditions. The rise in US interest rates increases the cost of servicing its debt and pressures its long-duration valuation, a material risk to its balance sheet.
Is Solaris Energy Infrastructure stock cheap or expensive?
at the analysis dateOn P/E and EV / EBITDA, it trades 365% above the Energy median on average.
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| P/E | 95.6 | 15.7 | +509% |
| EV / EBITDA | 25.9 | 8.0 | +222% |
| Price / book | 5.3 | 2.2 | +138% |
| Price / sales | 10.1 | 1.9 | +427% |
Sector: median of the 102 Energy companies analysed. In bold, the multiples used for the comparison.
Valuation score: 1.4 out of 10 (median for Energy: 5.9).
Average analyst target: 101.27 USD, +32.5% versus the price.
A premium can be justified if the company is of higher quality or grows faster than its sector: Quality / Moat 3.5 (sector 5.8), Growth 6.0 (sector 7.2).
Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Energy medianValuation
- P/E
- 95.6
- Forward P/E
- 21.6
- EV / EBITDA
- 25.9
- Price / book
- 5.3
- Price / sales
- 10.1
- PEG
- 0.94
- Market cap
- 7.7B USD
- Enterprise value
- 7.0B USD
Profitability
- ROE
- 8.1%
- ROA
- 4.1%
- ROIC (approx.)
- 5.1%
- Gross margin
- 49.9%
- Operating margin
- 26.5%
- Net margin
- 7.2%
- Free cash flow
- −806.6M USD
- FCF yield
- −10.5%
- Cash conversion
- −299%
Solvency
- Total debt
- 2.5B USD
- Net debt
- 1.7B USD
- Cash
- 824.1M USD
- EBITDA
- 270.0M USD
- Net debt / EBITDA
- 6.26
- Debt / equity
- 216.67
- Current ratio
- 4.12
- Quick ratio
- 3.99
Growth
- Revenue growth
- +46.9%
- Earnings growth
- −13.5%
- EPS (TTM)
- 0.80 USD
- EPS (forward)
- 3.54 USD
Dividend
- Dividend yield
- 0.6%
- Payout
- 60.0%
Risk and market
- Beta
- 1.28
- Analyst consensus
- Strong buy (14)
- Target price
- 101.27 USD
- 52-week range
- 38.50 – 86.19
Recent news
All SEI news →Compare it with its sector
All 102 in Energy →Frequently asked questions about Solaris Energy Infrastructure
Is Solaris Energy Infrastructure stock cheap or expensive?
On P/E and EV / EBITDA, it trades 365% above the Energy median on average. Valuation score: 1.4 out of 10 (median for Energy: 5.9). Average analyst target: 101.27 USD, +32.5% versus the price. This is not investment advice.
What score does Solaris Energy Infrastructure get on MeridIAn Screener?
It scores 4.0 out of 10, rank 1,974 of 2,130 (better than 7% of the companies analysed). Its strongest category is Momentum (6.9) and its weakest, Valuation (1.4). Analysis of 08/10/2026.
What is Solaris Energy Infrastructure's P/E ratio?
Its P/E is 95.6: the share price equals 95.6 times earnings per share over the last 12 months. The Energy median is 15.7. Based on the earnings analysts expect, the forward P/E is 21.6.
How much is Solaris Energy Infrastructure worth on the stock market?
Its market capitalisation is 7.7B USD and its enterprise value, debt included, is 7.0B USD.
How much debt does Solaris Energy Infrastructure have?
Its net debt (debt minus cash) is 1.7B USD. That is 6.26 times its EBITDA; the Energy median is 1.23.
Does Solaris Energy Infrastructure pay a dividend?
Yes: its dividend yield is 0.63% and it pays out 60% of its earnings.
How has Solaris Energy Infrastructure stock performed over the last year?
It has risen 71.4% over the last year, excluding dividends. Over the last 52 weeks it has traded between 38.50 and 86.19 USD. Past performance does not guarantee future results.
What do analysts think of Solaris Energy Infrastructure?
14 analysts cover it; their average recommendation is “Strong buy” and their average target is 101.27 USD (+32.5% versus the price). It is an estimate, not market data.