Solaris Energy Infrastructure, Inc. (SEI)vsSchlumberger NV (SLB)
SEI
Solaris Energy Infrastructure, Inc.
$72.96
-0.15%
ENERGY · Cap: $7.23B
SLB
Schlumberger NV
$53.27
+0.51%
ENERGY · Cap: $79.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Schlumberger NV generates 5093% more annual revenue ($35.94B vs $692.11M). SLB leads profitability with a 9.3% profit margin vs 6.7%. SEI appears more attractively valued with a PEG of 0.94. SEI earns a higher WallStSmart Score of 63/100 (C+).
SEI
Buy63
out of 100
Grade: C+
SLB
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.1%
Fair Value
$62.52
Current Price
$72.96
$10.44 discount
Margin of Safety
+25.5%
Fair Value
$69.17
Current Price
$53.27
$15.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 55.3% year-over-year
Earnings expanding 127.2% YoY
Growing faster than its price suggests
Strong operational efficiency at 25.8%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
6.7% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
2.7% revenue growth
Weak financial health signals
Earnings declined 13.8%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SLB
The strongest argument for SLB centers on Market Cap, Price/Book.
Bear Case : SEI
The primary concerns for SEI are Profit Margin, P/E Ratio, Free Cash Flow. A P/E of 92.2x leaves little room for execution misses.
Bear Case : SLB
The primary concerns for SLB are PEG Ratio, Revenue Growth, Piotroski F-Score.
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 55.3% — sustainability is the question.
SLB generates stronger free cash flow (144M), providing more financial flexibility.
Bottom Line
SEI scores higher overall (63/100 vs 48/100) and 55.3% revenue growth. SLB offers better value entry with a 25.5% margin of safety. 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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