Solaris Energy Infrastructure, Inc. (SEI)vsUSA Compression Partners LP (USAC)
SEI
Solaris Energy Infrastructure, Inc.
$69.09
+0.22%
ENERGY · Cap: $6.94B
USAC
USA Compression Partners LP
$25.22
+0.52%
ENERGY · Cap: $3.64B
Smart Verdict
WallStSmart Research — data-driven comparison
USA Compression Partners LP generates 54% more annual revenue ($1.18B vs $762.18M). USAC leads profitability with a 12.4% profit margin vs 7.2%. USAC trades at a lower P/E of 23.7x. USAC earns a higher WallStSmart Score of 64/100 (C+).
SEI
Buy55
out of 100
Grade: C
USAC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.4%
Fair Value
$55.02
Current Price
$69.09
$14.07 premium
Margin of Safety
+47.8%
Fair Value
$51.79
Current Price
$25.22
$26.57 discount
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%
Every $100 of equity generates 41 in profit
Revenue surging 36.8% year-over-year
Strong operational efficiency at 29.3%
Earnings expanding 40.9% YoY
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
Trading at 12.7x book value
Elevated debt levels
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 : USAC
The strongest argument for USAC centers on Return on Equity, Revenue Growth, Operating Margin. Revenue growth of 36.8% demonstrates continued momentum.
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 : USAC
The primary concerns for USAC are Price/Book, Debt/Equity. Debt-to-equity of 10.30 is elevated, increasing financial risk.
Key Dynamics to Monitor
SEI profiles as a hypergrowth stock while USAC is a growth 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.
USAC generates stronger free cash flow (108M), providing more financial flexibility.
Bottom Line
USAC scores higher overall (64/100 vs 55/100) and 36.8% revenue growth. 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.
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.
USA Compression Partners LP
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
USA Compression Partners, LP, provides compression services under fixed-term contracts to oil companies and independent producers, processors, collectors and transporters of natural gas and crude oil. The company is headquartered in Austin, Texas.
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