WallStSmart
SEI

Solaris Energy Infrastructure, Inc.

NYSE: SEI · ENERGY · OIL & GAS EQUIPMENT & SERVICES

$67.42
+5.10% today

Updated 2026-09-11

Market cap
$5.53B
P/E ratio
69.62
P/S ratio
7.26x
EPS (TTM)
$0.79
Dividend yield
0.90%
52W range
$26 – $86
Volume
3.2M

WallStSmart proprietary scores

58
out of 100
Grade: C+
Hold
Investment rating
7.3
Growth
B+
5.0
Quality
C+
6.0
Profitability
B
4.0
Valuation
C
3/9
Piotroski F-Score
Weak
1.0
Altman Z-Score
Distress
Industry rank
View all highly rated stocks (75+) →251 stocks currently score above 75

Price targets

Analyst target
$87.82
+30.26%
12-Month target
$30.89
-54.18%
Intrinsic (DCF)
$54.59
Margin of safety
-17.16%
5 Strong Buy9 Buy0 Hold0 Sell0 Strong Sell

Price chart

Stock snapshot

Strengths
+ Revenue growth 46.90% QoQ
Risks
- Piotroski 3/9 — weak financial health
- Altman Z 1.02 — distress zone
- Negative free cash flow $-305.35M
- 17.16% above intrinsic value
- P/E 69.62x — expensive valuation

Key financials

Revenue Net Income Free Cash Flow
Metric2022202320242025TTM2026 (E)
Revenue$320.00M$292.95M$313.09M$622.21M$762.18M$1.0B
Net income$21.16M$24.34M$15.81M$30.17M$20.49M
EPS$0.79$2.15
Free cash flow$-13.41M$23.87M$-129.05M$-437.65M$-305.35M
Profit margin6.61%8.31%5.05%4.85%7.19%

Peer comparison

CompanyMkt CapScoreGrowthProfitValueQualityMoSRating
SEI$5.53B587.36.04.05.0-17.16%Buy
XOM$682.54B747.36.54.76.5-78.25%Strong Buy
CVX$419.90B777.36.55.36.5-89.23%Strong Buy
SHEL$266.01B737.36.55.36.0-63.05%Strong Buy
TTE$202.51B756.76.07.75.5Strong Buy
COP$165.00B787.37.05.77.0Strong Buy

Smart narrative

Solaris Energy Infrastructure, Inc. trades at $67.42. representing a P/E of 69.62x trailing earnings. Our Smart Value Score of 58/100 indicates the stock is fair. The company scores 3/9 on the Piotroski F-Score. With an Altman Z-Score of 1.02, it sits in the distress. TTM revenue stands at $762.18M. with profit margins at 7.19%. Our DCF model estimates intrinsic value at $54.59.

Frequently asked questions

What is Solaris Energy Infrastructure, Inc.'s stock price?

Solaris Energy Infrastructure, Inc. (SEI) trades at $67.42, on a P/E of 69.6x and a P/S of 7.3x. Those multiples show what the market is paying for each dollar of earnings and sales, which is the real starting point for judging whether the price is reasonable.

Is Solaris Energy Infrastructure, Inc. overvalued?

Solaris Energy Infrastructure, Inc. carries a Smart Value Score of 58/100 (Grade C+), which we rate Hold. That score blends growth, quality, and valuation into one read. On valuation specifically, our conservative DCF puts intrinsic value at $54.59 against the $67.42 price, so on cash flow terms the market is paying a premium for Solaris Energy Infrastructure, Inc.'s growth. The Hold rating reflects that growth and quality, while the DCF flags that the price already assumes a lot.

What is the price target of Solaris Energy Infrastructure, Inc. (SEI)?

The 12-month analyst consensus target is $87.82, about 30.3% above the current $67.42. A consensus target is the average of Wall Street's 12-month forecasts, so it works as a sentiment gauge rather than a guarantee, and it resets with every earnings cycle.

What is the future stock price of SEI by 2030?

Our research-backed model puts the 2030 base case at $130.36, built from revenue projections, a growth-adjusted P/S multiple, net debt, and share dilution. It is a scenario rather than a prediction, and the bull and bear cases around it matter more than the single number when you are sizing a position.

What is the intrinsic value of Solaris Energy Infrastructure, Inc. (SEI)?

Our DCF model estimates intrinsic value at $54.59, a -17.2% margin of safety versus today's $67.42. Intrinsic value is what the projected cash flows are worth today. A negative reading means the price is running ahead of that conservative estimate, leaving little downside cushion if growth slows.

What is Solaris Energy Infrastructure, Inc.'s revenue?

Solaris Energy Infrastructure, Inc.'s trailing twelve-month revenue is $762.18M, and our model projects it reaching about $3.19B by 2030. Revenue scale anchors the valuation multiples and shows whether growth is reaching the top line, so it is best read alongside margin and growth trends to see if that revenue is getting more profitable over time.

Altman Z-Score?

Solaris Energy Infrastructure, Inc.'s Altman Z-Score is 1.02, which places it in the distress. The Altman Z-Score gauges bankruptcy risk from profitability, leverage, and asset efficiency, and a higher reading points to lower financial distress risk.

Company info

SectorENERGY
IndustryOIL & GAS EQUIPMENT & SERVICES
CountryUSA
ExchangeNYSE
CurrencyUSD

Quick metrics

P/S ratio7.26x
ROE5.93%
Beta1.26
50D MA$59.87
200D MA$59.52
Shares out0.07B
Float0.06B
Short ratio
Avg volume3.2M

Performance

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YTD
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