TechnipFMC PLC (FTI)vsSolaris Energy Infrastructure, Inc. (SEI)
FTI
TechnipFMC PLC
$64.44
-3.86%
ENERGY · Cap: $26.72B
SEI
Solaris Energy Infrastructure, Inc.
$76.80
-3.31%
ENERGY · Cap: $7.28B
Smart Verdict
WallStSmart Research — data-driven comparison
TechnipFMC PLC generates 1373% more annual revenue ($10.19B vs $692.11M). FTI leads profitability with a 10.6% profit margin vs 6.7%. SEI appears more attractively valued with a PEG of 0.94. FTI earns a higher WallStSmart Score of 64/100 (C+).
FTI
Buy64
out of 100
Grade: C+
SEI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.8%
Fair Value
$39.02
Current Price
$64.44
$25.42 premium
Margin of Safety
-43.5%
Fair Value
$55.32
Current Price
$76.80
$21.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Earnings expanding 93.9% YoY
Revenue surging 55.3% year-over-year
Earnings expanding 127.2% YoY
Growing faster than its price suggests
Strong operational efficiency at 25.8%
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Distress zone — elevated risk
ROE of 5.9% — below average capital efficiency
6.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FTI
The strongest argument for FTI centers on Return on Equity, EPS Growth. Revenue growth of 11.6% demonstrates continued momentum.
Bull Case : SEI
The strongest argument for SEI centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 55.3% demonstrates continued momentum. PEG of 0.94 suggests the stock is reasonably priced for its growth.
Bear Case : FTI
The primary concerns for FTI are P/E Ratio, PEG Ratio, Altman Z-Score.
Bear Case : SEI
The primary concerns for SEI are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 92.8x leaves little room for execution misses. Debt-to-equity of 2.07 is elevated, increasing financial risk.
Key Dynamics to Monitor
FTI profiles as a value stock while SEI is a hypergrowth play — different risk/reward profiles.
SEI carries more volatility with a beta of 1.21 — expect wider price swings.
SEI is growing revenue faster at 55.3% — sustainability is the question.
FTI generates stronger free cash flow (277M), providing more financial flexibility.
Bottom Line
FTI scores higher overall (64/100 vs 63/100) and 11.6% 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.
TechnipFMC PLC
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
TechnipFMC plc is involved in oil and gas projects, technologies, systems and services. The company is headquartered in London, the United Kingdom.
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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