Solaris Energy Infrastructure, Inc. (SEI)vsSelect Energy Services Inc (WTTR)
SEI
Solaris Energy Infrastructure, Inc.
$69.37
+6.07%
ENERGY · Cap: $6.94B
WTTR
Select Energy Services Inc
$18.34
+0.44%
ENERGY · Cap: $2.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Select Energy Services Inc generates 88% more annual revenue ($1.43B vs $762.18M). SEI leads profitability with a 7.2% profit margin vs 2.2%. WTTR trades at a lower P/E of 70.8x. SEI earns a higher WallStSmart Score of 55/100 (C).
SEI
Buy55
out of 100
Grade: C
WTTR
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.4%
Fair Value
$55.02
Current Price
$69.37
$14.35 premium
Intrinsic value data unavailable for WTTR.
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%
Earnings expanding 62.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
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
Distress zone — elevated risk
ROE of 2.2% — below average capital efficiency
2.2% margin — thin
Weak financial health signals
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 : WTTR
The strongest argument for WTTR centers on EPS Growth, Debt/Equity, Price/Book.
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.
Bear Case : WTTR
The primary concerns for WTTR are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 70.8x leaves little room for execution misses. Thin 2.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
SEI profiles as a hypergrowth stock while WTTR is a value 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.
WTTR generates stronger free cash flow (16M), providing more financial flexibility.
Bottom Line
SEI scores higher overall (55/100 vs 49/100) 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.
Select Energy Services Inc
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
Select Energy Services, Inc., an oilfield services company, provides chemical and water management solutions to the onshore oil and natural gas industry 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?