TechnipFMC PLC (FTI)vsSolaris Energy Infrastructure, Inc. (SEI)
FTI
TechnipFMC PLC
$70.77
+0.87%
ENERGY · Cap: $28.31B
SEI
Solaris Energy Infrastructure, Inc.
$61.33
+0.54%
ENERGY · Cap: $5.68B
Smart Verdict
WallStSmart Research — data-driven comparison
TechnipFMC PLC generates 1496% more annual revenue ($9.93B vs $622.21M). FTI leads profitability with a 9.7% profit margin vs 4.9%. FTI trades at a lower P/E of 30.8x. FTI earns a higher WallStSmart Score of 56/100 (C).
FTI
Buy56
out of 100
Grade: C
SEI
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+15.8%
Fair Value
$73.42
Current Price
$70.77
$2.65 discount
Margin of Safety
-73.9%
Fair Value
$30.89
Current Price
$61.33
$30.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 30 in profit
Revenue surging 86.6% year-over-year
Earnings expanding 50.0% YoY
Strong operational efficiency at 22.2%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.4x book value
ROE of 7.8% — below average capital efficiency
4.9% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : FTI
The strongest argument for FTI centers on Return on Equity.
Bull Case : SEI
The strongest argument for SEI centers on Revenue Growth, EPS Growth, Operating Margin. Revenue growth of 86.6% demonstrates continued momentum.
Bear Case : FTI
The primary concerns for FTI are PEG Ratio, P/E Ratio, Price/Book.
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.
Key Dynamics to Monitor
FTI profiles as a value stock while SEI is a hypergrowth 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.
FTI generates stronger free cash flow (359M), providing more financial flexibility.
Bottom Line
FTI scores higher overall (56/100 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.
TechnipFMC PLC
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
TechnipFMC plc is involved in oil and gas projects, technologies, systems and services. The company is headquartered in London, the United Kingdom.
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.
Compare with Other OIL & GAS EQUIPMENT & SERVICES Stocks
Want to dig deeper into these stocks?