Forum Energy Technologies Inc (FET)vsSolaris Energy Infrastructure, Inc. (SEI)
FET
Forum Energy Technologies Inc
$88.66
-2.48%
ENERGY · Cap: $975.39M
SEI
Solaris Energy Infrastructure, Inc.
$69.09
+0.22%
ENERGY · Cap: $6.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Forum Energy Technologies Inc generates 9% more annual revenue ($833.35M vs $762.18M). SEI leads profitability with a 7.2% profit margin vs -0.2%. SEI appears more attractively valued with a PEG of 0.94. SEI earns a higher WallStSmart Score of 55/100 (C).
FET
Buy50
out of 100
Grade: C-
SEI
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FET.
Margin of Safety
-25.4%
Fair Value
$55.02
Current Price
$69.09
$14.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 72.1% YoY
Revenue surging 46.9% year-over-year
Growing faster than its price suggests
Strong operational efficiency at 26.5%
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -0.6% — below average capital efficiency
Distress zone — elevated risk
ROE of 5.9% — below average capital efficiency
7.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FET
The strongest argument for FET centers on EPS Growth. Revenue growth of 13.2% demonstrates continued momentum.
Bull Case : SEI
The strongest argument for SEI centers on Revenue Growth, PEG Ratio, Operating Margin. Revenue growth of 46.9% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bear Case : FET
The primary concerns for FET are PEG Ratio, Market Cap, Return on Equity.
Bear Case : SEI
The primary concerns for SEI are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 82.1x leaves little room for execution misses. Debt-to-equity of 2.79 is elevated, increasing financial risk.
Key Dynamics to Monitor
FET profiles as a turnaround stock while SEI is a hypergrowth play — different risk/reward profiles.
SEI carries more volatility with a beta of 1.28 — expect wider price swings.
SEI is growing revenue faster at 46.9% — sustainability is the question.
FET generates stronger free cash flow (8M), providing more financial flexibility.
Bottom Line
SEI scores higher overall (55/100 vs 50/100) and 46.9% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Forum Energy Technologies Inc
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Forum Energy Technologies, Inc. designs, manufactures, and distributes products for the oil and natural gas industry in the United States and internationally. The company is headquartered in Houston, Texas.
Visit Website →Solaris Energy Infrastructure, Inc.
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Solaris Oilfield Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company is headquartered in Houston, Texas.
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