Solaris Energy Infrastructure, Inc. (SEI)vsWaterBridge Infrastructure LLC (WBI)
SEI
Solaris Energy Infrastructure, Inc.
$70.70
+2.29%
ENERGY · Cap: $6.94B
WBI
WaterBridge Infrastructure LLC
$30.78
+1.45%
ENERGY · Cap: $3.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Solaris Energy Infrastructure, Inc. generates 2% more annual revenue ($762.18M vs $750.88M). SEI leads profitability with a 7.2% profit margin vs 1.4%. SEI trades at a lower P/E of 82.1x. SEI earns a higher WallStSmart Score of 55/100 (C).
SEI
Buy55
out of 100
Grade: C
WBI
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.4%
Fair Value
$55.02
Current Price
$70.70
$15.68 premium
Intrinsic value data unavailable for WBI.
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%
Revenue surging 128.0% year-over-year
Earnings expanding 80.1% YoY
Reasonable price relative to book value
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
ROE of 2.4% — below average capital efficiency
1.4% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : WBI
The strongest argument for WBI centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 128.0% 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 : WBI
The primary concerns for WBI are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 377.1x leaves little room for execution misses. Debt-to-equity of 2.13 is elevated, increasing financial risk.
Key Dynamics to Monitor
WBI is growing revenue faster at 128.0% — sustainability is the question.
WBI generates stronger free cash flow (-58M), providing more financial flexibility.
Monitor OIL & GAS EQUIPMENT & SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SEI scores higher overall (55/100 vs 53/100) and 46.9% 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.
WaterBridge Infrastructure LLC
ENERGY · OIL & GAS EQUIPMENT & SERVICES · USA
WaterBridge Infrastructure LLC, water infrastructure company, provides water management solutions through integrated pipeline and water handling networks in the United States. The company is headquartered in Houston, Texas.
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