Solaris Energy Infrastructure, Inc. (SEI) Valuation — DCF, Graham & Comparables

Solaris Energy Infrastructure, Inc. (SEI) — Price $65.33 (closing price, October 29, 2026) — Energy — Oil & Gas Equipment & Services — NYSE

Latest reported results:

Valuation dashboard for Solaris Energy Infrastructure, Inc. (SEI) with P/E 76.70, P/B 4.54, EV/EBITDA 25.10 and dividend yield 0.69%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Energy companies.

Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known as Solaris Oilfield Infrastructure, Inc.) serves the United States' oil and natural gas industry. The company engineers and produces specialized equipment for exploration and production firms, as well as oilfield service providers.

Analysis Summary

Solaris Energy Infrastructure, Inc. reported revenue of $622.2M in the most recent fiscal year, growing at a 5-year CAGR of 43.3%.

Trailing-twelve-month margins: gross margin 40.7%, operating margin 24.3%, net margin 7.2%.

At $65.33 (closing price, October 29, 2026), SEI trades at a P/E of 76.70 and an ROE of 7.85%. Market capitalisation stands at $4.3B.

Balance sheet quality for SEI: current ratio of 3.0. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio76.70
Price / Book4.54
EV / EBITDA25.10
Dividend Yield0.69%

Valuation Models

DCF Fair Value$-321.30
vs Current Price-591.8%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
SEISolaris Energy Infrastructure, Inc.$4.3B76.704.547.8%
VALValaris Limited$7.1B7.602.2931.3%
CRCCalifornia Resources Corp$4.9B1.43-3.6%
RIGTransocean Ltd.$7.2B0.90-20.2%
MURMurphy Oil Corporation$6.1B21.211.185.7%
LBLandBridge Company LLC$6.4B37.486.4914.1%
KGSKodiak Gas Services, Inc.$4.9B56.062.255.5%
HCCWarrior Met Coal, Inc.$4.5B20.581.9210.0%

Price

Price$65.33 (closing price, October 29, 2026)
Market Cap$4.3B
ExchangeNYSE
CountryUS

Profitability

Return on Equity7.85%
Return on Invested Capital3.53%
Return on Assets1.30%
Gross Margin40.65%
Operating Margin24.25%
Net Margin7.19%

Related companies: VAL · CRC · RIG · MUR · LB · KGS · HCC · LBRT

Explore sector: Energy · Oil & Gas Equipment & Services

More sections of SEI: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events

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