Solaris Energy Infrastructure, Inc. (SEI)vsSchlumberger NV (SLB)
SEI
Solaris Energy Infrastructure, Inc.
$67.42
+5.10%
ENERGY · Cap: $5.53B
SLB
Schlumberger NV
$56.06
+0.09%
ENERGY · Cap: $83.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Schlumberger NV generates 4671% more annual revenue ($36.37B vs $762.18M). SLB leads profitability with a 8.5% profit margin vs 7.2%. SEI appears more attractively valued with a PEG of 0.94. SEI earns a higher WallStSmart Score of 58/100 (C).
SEI
Buy58
out of 100
Grade: C
SLB
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.2%
Fair Value
$54.59
Current Price
$67.42
$12.83 premium
Margin of Safety
+9.0%
Fair Value
$61.61
Current Price
$56.06
$5.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 46.9% year-over-year
Growing faster than its price suggests
Strong operational efficiency at 26.5%
Large-cap with strong market position
Areas to Watch
ROE of 5.9% — below average capital efficiency
7.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Moderate valuation
Weak financial health signals
Earnings declined 29.7%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SLB
The strongest argument for SLB centers on Market Cap.
Bear Case : SEI
The primary concerns for SEI are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 69.6x leaves little room for execution misses. Debt-to-equity of 2.79 is elevated, increasing financial risk.
Bear Case : SLB
The primary concerns for SLB are P/E Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
SEI profiles as a hypergrowth stock while SLB is a value play — different risk/reward profiles.
SEI carries more volatility with a beta of 1.26 — expect wider price swings.
SEI is growing revenue faster at 46.9% — sustainability is the question.
SLB generates stronger free cash flow (964M), providing more financial flexibility.
Bottom Line
SEI scores higher overall (58/100 vs 50/100) 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.
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.
Schlumberger NV
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Schlumberger Limited is an oilfield services company. Schlumberger has four principal executive offices located in Paris, Houston, London, and The Hague.
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