Nextdecade Corp (NEXT)vsSolaris Energy Infrastructure, Inc. (SEI)
NEXT
Nextdecade Corp
$5.80
-0.85%
ENERGY · Cap: $1.95B
SEI
Solaris Energy Infrastructure, Inc.
$57.77
+14.28%
ENERGY · Cap: $6.94B
Smart Verdict
WallStSmart Research — data-driven comparison
SEI leads profitability with a 7.2% profit margin vs 0.0%. SEI earns a higher WallStSmart Score of 55/100 (C).
NEXT
Avoid25
out of 100
Grade: F
SEI
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NEXT.
Margin of Safety
+8.3%
Fair Value
$55.14
Current Price
$57.77
$2.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 46.9% year-over-year
Growing faster than its price suggests
Strong operational efficiency at 26.5%
Areas to Watch
Trading at 13.8x book value
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 5.9% — below average capital efficiency
7.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : NEXT
NEXT has a balanced fundamental profile.
Bull 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.
Bear Case : NEXT
The primary concerns for NEXT are Price/Book, Revenue Growth, EPS Growth. Debt-to-equity of 108.84 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
NEXT profiles as a value stock while SEI is a hypergrowth play — different risk/reward profiles.
NEXT carries more volatility with a beta of 1.54 — expect wider price swings.
SEI is growing revenue faster at 46.9% — sustainability is the question.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SEI scores higher overall (55/100 vs 25/100) and 46.9% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Nextdecade Corp
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
NextDecade Corporation, a liquefied natural gas (LNG) development company, engages in development activities related to the liquefaction and sale of LNG. The company is headquartered in Houston, Texas.
Visit Website →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.
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