ProPetro Holding Corp (PUMP)vsSolaris Energy Infrastructure, Inc. (SEI)
PUMP
ProPetro Holding Corp
$6.01
+6.32%
ENERGY · Cap: $895.39M
SEI
Solaris Energy Infrastructure, Inc.
$57.77
+14.28%
ENERGY · Cap: $6.94B
Smart Verdict
WallStSmart Research — data-driven comparison
ProPetro Holding Corp generates 52% more annual revenue ($1.16B vs $762.18M). SEI leads profitability with a 7.2% profit margin vs -1.1%. SEI earns a higher WallStSmart Score of 55/100 (C).
PUMP
Hold36
out of 100
Grade: F
SEI
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PUMP.
Margin of Safety
+8.3%
Fair Value
$55.14
Current Price
$57.77
$2.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Smaller company, higher risk/reward
Weak financial health signals
ROE of -1.4% — below average capital efficiency
Revenue declined 6.2%
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 : PUMP
The strongest argument for PUMP centers on Price/Book.
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 : PUMP
The primary concerns for PUMP are Market Cap, Piotroski F-Score, 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.
Key Dynamics to Monitor
PUMP 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.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SEI scores higher overall (55/100 vs 36/100) and 46.9% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ProPetro Holding Corp
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
ProPetro Holding Corp. The company is headquartered in Midland, 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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