Natural Gas Services Group Inc (NGS)vsSolaris Energy Infrastructure, Inc. (SEI)
NGS
Natural Gas Services Group Inc
$32.83
+1.17%
ENERGY · Cap: $399.46M
SEI
Solaris Energy Infrastructure, Inc.
$69.09
+0.22%
ENERGY · Cap: $6.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Solaris Energy Infrastructure, Inc. generates 302% more annual revenue ($762.18M vs $189.42M). NGS leads profitability with a 10.8% profit margin vs 7.2%. NGS appears more attractively valued with a PEG of 0.82. NGS earns a higher WallStSmart Score of 62/100 (C+).
NGS
Buy62
out of 100
Grade: C+
SEI
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.9%
Fair Value
$37.35
Current Price
$32.83
$4.52 discount
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
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 24.2% year-over-year
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 7.0% — below average capital efficiency
Elevated debt levels
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 : NGS
The strongest argument for NGS centers on Price/Book, PEG Ratio, Revenue Growth. Revenue growth of 24.2% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
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 : NGS
The primary concerns for NGS 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
NGS profiles as a growth 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.
NGS generates stronger free cash flow (7M), providing more financial flexibility.
Bottom Line
NGS scores higher overall (62/100 vs 55/100) and 24.2% 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.
Natural Gas Services Group Inc
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Natural Gas Services Group, Inc. provides natural gas compression equipment and services to the United States energy industry. The company is headquartered in Midland, Texas.
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.
Compare with Other OIL & GAS EQUIPMENT & SERVICES Stocks
Want to dig deeper into these stocks?