Solaris Energy Infrastructure, Inc. (SEI)vsSchlumberger NV (SLB)
SEI
Solaris Energy Infrastructure, Inc.
$61.33
+0.54%
ENERGY · Cap: $5.68B
SLB
Schlumberger NV
$51.89
+2.73%
ENERGY · Cap: $75.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Schlumberger NV generates 5639% more annual revenue ($35.71B vs $622.21M). SLB leads profitability with a 9.4% profit margin vs 4.9%. SLB trades at a lower P/E of 21.5x. SLB earns a higher WallStSmart Score of 54/100 (C-).
SEI
Buy51
out of 100
Grade: C-
SLB
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.9%
Fair Value
$30.89
Current Price
$61.33
$30.44 premium
Margin of Safety
-222.7%
Fair Value
$15.98
Current Price
$51.89
$35.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 86.6% year-over-year
Earnings expanding 50.0% YoY
Strong operational efficiency at 22.2%
Large-cap with strong market position
Reasonable price relative to book value
Generating 2.5B in free cash flow
Areas to Watch
ROE of 7.8% — below average capital efficiency
4.9% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Weak financial health signals
Earnings declined 28.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : SEI
The strongest argument for SEI centers on Revenue Growth, EPS Growth, Operating Margin. Revenue growth of 86.6% demonstrates continued momentum.
Bull Case : SLB
The strongest argument for SLB centers on Market Cap, Price/Book, Free Cash Flow.
Bear Case : SEI
The primary concerns for SEI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 92.4x leaves little room for execution misses. Thin 4.9% margins leave little buffer for downturns.
Bear Case : SLB
The primary concerns for SLB are PEG 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 1.15 — expect wider price swings.
SEI is growing revenue faster at 86.6% — sustainability is the question.
SLB generates stronger free cash flow (2.5B), providing more financial flexibility.
Bottom Line
SLB scores higher overall (54/100 vs 51/100). 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.
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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