National Energy Services Reunited Corp Ordinary Shares (NESR)vsSolaris Energy Infrastructure, Inc. (SEI)
NESR
National Energy Services Reunited Corp Ordinary Shares
$21.74
+2.74%
ENERGY · Cap: $1.89B
SEI
Solaris Energy Infrastructure, Inc.
$69.03
+5.57%
ENERGY · Cap: $6.94B
Smart Verdict
WallStSmart Research — data-driven comparison
National Energy Services Reunited Corp Ordinary Shares generates 112% more annual revenue ($1.62B vs $762.18M). SEI leads profitability with a 7.2% profit margin vs 5.8%. NESR trades at a lower P/E of 20.4x. NESR earns a higher WallStSmart Score of 57/100 (C).
NESR
Buy57
out of 100
Grade: C
SEI
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.7%
Fair Value
$17.29
Current Price
$21.74
$4.45 premium
Margin of Safety
-25.4%
Fair Value
$55.02
Current Price
$69.03
$14.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 59.1% year-over-year
Earnings expanding 172.8% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 46.9% year-over-year
Growing faster than its price suggests
Strong operational efficiency at 26.5%
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.5% — below average capital efficiency
5.8% margin — thin
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 : NESR
The strongest argument for NESR centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 59.1% 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 : NESR
The primary concerns for NESR are Altman Z-Score, 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
SEI carries more volatility with a beta of 1.28 — expect wider price swings.
NESR is growing revenue faster at 59.1% — sustainability is the question.
NESR generates stronger free cash flow (100M), providing more financial flexibility.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NESR scores higher overall (57/100 vs 55/100) and 59.1% 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.
National Energy Services Reunited Corp Ordinary Shares
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
National Energy Services Reunited Corp. 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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