Select Water Solutions バランスシートの健全性
財務の健全性 基準チェック /46
Select Water Solutionsの総株主資本は$1.1B 、総負債は$246.5Mで、負債比率は22%となります。総資産と総負債はそれぞれ$1.7Bと$587.2Mです。 Select Water Solutionsの EBIT は$44.6Mで、利息カバレッジ比率1.8です。現金および短期投資は$56.0Mです。
主要情報
22.02%
負債資本比率
US$246.52m
負債
| インタレスト・カバレッジ・レシオ | 1.8x |
| 現金 | US$55.97m |
| エクイティ | US$1.12b |
| 負債合計 | US$587.24m |
| 総資産 | US$1.71b |
財務の健全性に関する最新情報
Recent updates
Seeking Alpha • Jul 29
Select Water Solutions: Monetizing The Same Barrel More Than Once
Summary Select Water Solutions is transitioning from a cyclical oilfield services provider to a recurring-revenue water infrastructure platform with higher margins and contract-backed cash flows. The Water Infrastructure segment outpaces the legacy business, delivering a 56.2% gross margin before D&A and driving capital allocation; network density and long-term contracts enhance the competitive moat. Recent capital raises and infrastructure investments provide a growth runway but increase expectations for returns; Q1’26 free cash flow was negative due to working capital build-up, not earnings quality. Optionality from mineral royalties (lithium, iodine) offers upside, though not yet factored into the thesis; focus remains on cash conversion, infrastructure utilization, and margin expansion. Read the full article on Seeking Alpha
ナラティブ更新 • Jun 30
WTTR: Infrastructure Shift And Permian Demand Will Drive Measured Future Outlook
Analysts have raised their fair value estimate for Select Water Solutions from $16.00 to $21.00, citing a series of higher price targets around $21 to $22, as well as expectations for a shift toward higher margin water infrastructure with longer duration contracts and growing Permian Basin water handling demand. Analyst Commentary Recent research on Select Water Solutions centers on how quickly the company can shift its mix toward higher margin water infrastructure while managing execution risks in a still cyclical energy services backdrop.分析記事 • Jun 20
Select Water Solutions (WTTR) Stock Could Be 20% Below Fair Value on Infrastructure Narrative
Select Water Solutions (WTTR) has drawn fresh attention after recent trading, with the stock closing at $17.70. Investors are weighing this price against the company’s latest financial profile and longer term return record. See our latest analysis for Select Water Solutions. While Select Water Solutions’ share price has slipped 1.9% over the past day and 6.4% over the past week, the 90 day share price return of 22.8% alongside a 1 year total shareholder return of 96.6% points to stronger...
ナラティブ更新 • Jun 16
WTTR: Water Infrastructure Shift And Permian Volumes Will Drive Future Margin Upside
Analysts have lifted their implied fair value estimate for Select Water Solutions from $19.00 to $24.00, citing the company's shift toward higher margin water infrastructure, expectations for stronger revenue growth and profit margins, and Street research that includes multiple Buy ratings and higher price targets around $21 to $22. Analyst Commentary Bullish analysts are highlighting Select Water Solutions' shift toward higher margin water infrastructure as a key driver behind recent price target moves around the low US$20s.
ナラティブ更新 • Jun 02
WTTR: Permian Water Infrastructure Shift Will Support Future Earnings Stability
Narrative Update on Select Water Solutions The analyst price target for Select Water Solutions has been raised from about $17.30 to approximately $21.83. Analysts highlight the company’s shift toward higher margin water infrastructure, longer duration contracts, and expectations for stronger water handling demand in the Permian Basin, supported by multiple recent target increases and a new $22 initiation.ナラティブ更新 • May 03
WTTR: Infrastructure Scale And Equity Raise Will Shape Measured Future Outlook
Analysts have nudged their price targets on Select Water Solutions higher by $1.50 to a range of about $16 to $18. They cited recent Q4 results, margin strength in Water Infrastructure, gains in Chemical Technologies, and an improved free cash flow outlook supported by growth projects and potential acquisitions.ナラティブ更新 • Apr 19
WTTR: Water Infrastructure Expansion And Equity Raise Will Shape Balanced Future Outlook
Narrative Update on Select Water Solutions Analysts have lifted the consolidated price target on Select Water Solutions by $2, to $16 from $14, citing stronger Water Infrastructure margins, higher long term topline expectations for that segment, ongoing Chemical Technologies market share gains, and a refreshed outlook that still views the shares as attractively valued. Analyst Commentary Recent research updates on Select Water Solutions have centered on reactions to Q4 results, revisions to segment expectations, and the implications of the company’s capital plans.ナラティブ更新 • Apr 05
WTTR: Water Infrastructure Network Effect Will Drive Future Margin And Cash Flow Upside
Analysts have raised the implied fair value estimate for Select Water Solutions to $19.00 from $16.00. This reflects stronger expectations around Water Infrastructure growth projects, higher margin potential in Infrastructure and Chemical Technologies, and a lower assumed future P/E multiple, as seen in recent price target increases from $16 to $18.ナラティブ更新 • Mar 22
WTTR: Water Infrastructure Margins And Equity Raise Will Shape Future Share Appeal
Analysts have lifted the fair value estimate for Select Water Solutions to $16.00 from $12.00, citing stronger Water Infrastructure margins, higher long term revenue and profit assumptions, and ongoing gains in Chemical Technologies as key supports for the higher price targets in the $16.00 to $18.00 range. Analyst Commentary Recent Street research on Select Water Solutions has centered on Q4 performance, the outlook for Water Infrastructure, and the contribution from Chemical Technologies.ナラティブ更新 • Mar 08
WTTR: Water Infrastructure Margin Expansion Will Drive Future Upside
Narrative Update on Select Water Solutions The analyst price target for Select Water Solutions has moved higher by $1.50 to $16.50, with analysts pointing to solid Q4 results, expanding Water Infrastructure margins, gains in Chemical Technologies, and an updated outlook for future cash generation and growth projects as key supports for their revisions. Analyst Commentary Recent research updates point to a cluster of positive views on Select Water Solutions, with several firms lifting price targets after the Q4 report.ナラティブ更新 • Feb 22
WTTR: Infrastructure Network Effect And Chemicals Strength Will Drive Future Upside
Analysts have raised their price target on Select Water Solutions to $15.80 from $14.33, citing what they view as bullish recent results, the growing network effect in the infrastructure segment and strength in chemicals supported by confident longer term estimates. Analyst Commentary Bullish Takeaways Bullish analysts describe recent Q4 results and management commentary as "decisively bullish," which they see as supportive of the recent price target increase and upgraded rating.ナラティブ更新 • Feb 07
WTTR: Lithium Deals And Onshore Activity Will Guide Future Share Appeal
Narrative Update on Select Water Solutions The analyst price target for Select Water Solutions remains at $12, with analysts pointing to what they see as a reasonable current valuation and looking for stronger FY26 adjusted EBITDA, additional bolt-on deals like the recent lithium extraction move, or a pickup in U.S. onshore activity before taking a more positive stance. Analyst Commentary Bearish analysts recently shifted to a more cautious stance on Select Water Solutions, moving the rating to Market Perform with a US$12 price target.分析記事 • Jan 26
Select Water Solutions (NYSE:WTTR) Is Paying Out A Dividend Of $0.07
The board of Select Water Solutions, Inc. ( NYSE:WTTR ) has announced that it will pay a dividend of $0.07 per share on...ナラティブ更新 • Jan 24
WTTR: Lithium Deals And Onshore Activity Will Shape Future Share Appeal
Analysts held their fair value estimate for Select Water Solutions at $12.00, with recent research framing this as a reasonable current level. The research also highlighted that a stronger adjusted EBITDA outlook into FY26, additional bolt-on deals such as lithium extraction, or a clear pickup in U.S. onshore activity would be key drivers for any shift in price targets from here.分析記事 • Jan 22
The Return Trends At Select Water Solutions (NYSE:WTTR) Look Promising
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...ナラティブ更新 • Jan 10
WTTR: Lithium Alliance And Onshore Activity Will Shape Fairly Priced Shares
Analysts now anchor their price view for Select Water Solutions at US$12, reflecting a blend of one firm's downgrade based on what it sees as a reasonable current valuation, and another firm's higher US$16 target supported by recent results and guidance. The updated assumptions incorporate modest shifts in the discount rate, revenue growth, profit margin and future P/E inputs.ナラティブ更新 • Dec 26
WTTR Lithium Extraction Alliance Will Drive Future Upside From Fairly Priced Shares
Analysts have nudged their fair value estimate for Select Water Solutions higher, lifting the target from $10.00 to $12.00 as they balance solid recent execution and emerging growth optionality against a view that the shares now trade near reasonable valuation levels. Analyst Commentary Bearish analysts have grown more cautious on Select Water Solutions, resetting expectations as the share price has rallied toward what they view as fair value.ナラティブ更新 • Dec 12
WTTR Will Benefit From Lithium Extraction And Share Repurchase Tailwinds
Analysts have modestly trimmed their price target on Select Water Solutions to $16.00 from $18.00, reflecting a more cautious view on margins and near term profitability, even as expectations for revenue growth and long term earnings multiples have edged higher. Analyst Commentary Recent Street research on Select Water Solutions reflects a nuanced but generally constructive backdrop, with bullish analysts emphasizing the company’s improving execution and upside potential relative to current valuation.分析記事 • Dec 08
Select Water Solutions, Inc. (NYSE:WTTR) Shares Could Be 41% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Select Water Solutions fair value estimate is US$19.08 Select...ナラティブ更新 • Nov 10
WTTR: Strong Execution And New Facility Will Drive Profitability Higher
Analysts have increased their price target for Select Water Solutions by $1 to $16. They cite solid quarterly performance across core divisions and improved guidance supported by strength in Chemical Technologies.ナラティブ更新 • Oct 27
Lithium Extraction and Water Recycling Will Shape Long-Term Resilience
Analysts have lowered their price target for Select Water Solutions slightly, adjusting it from $14.50 to $14.33. They cited updated valuation inputs and a modest decrease in the estimated future price-to-earnings ratio.分析記事 • Sep 24
Select Water Solutions, Inc. (NYSE:WTTR) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Select Water Solutions, Inc. ( NYSE:WTTR ) shareholders have had their patience rewarded with a 26% share price jump in...分析記事 • Aug 14
Select Water Solutions' (NYSE:WTTR) Shareholders Have More To Worry About Than Only Soft Earnings
NYSE:WTTR 1 Year Share Price vs Fair Value Explore Select Water Solutions's Fair Values from the Community and select...分析記事 • May 09
Select Water Solutions, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Select Water Solutions, Inc. ( NYSE:WTTR ) just kicked off its latest first-quarter results with...分析記事 • Apr 25
Select Water Solutions, Inc.'s (NYSE:WTTR) CEO Compensation Looks Acceptable To Us And Here's Why
Key Insights Select Water Solutions will host its Annual General Meeting on 2nd of May CEO John Schmitz's total...分析記事 • Mar 09
Investors Still Waiting For A Pull Back In Select Water Solutions, Inc. (NYSE:WTTR)
With a price-to-earnings (or "P/E") ratio of 33.7x Select Water Solutions, Inc. ( NYSE:WTTR ) may be sending very...分析記事 • Feb 19
Is Select Water Solutions (NYSE:WTTR) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 03
Returns On Capital Are Showing Encouraging Signs At Select Water Solutions (NYSE:WTTR)
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...分析記事 • Jan 18
Select Water Solutions (NYSE:WTTR) Ticks All The Boxes When It Comes To Earnings Growth
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...財務状況分析
短期負債: WTTRの 短期資産 ( $444.4M ) が 短期負債 ( $231.6M ) を超えています。
長期負債: WTTRの短期資産 ( $444.4M ) が 長期負債 ( $355.7M ) を上回っています。
デット・ツー・エクイティの歴史と分析
負債レベル: WTTRの 純負債対資本比率 ( 17% ) は 満足できる 水準であると考えられます。
負債の削減: WTTRの負債対資本比率は、過去 5 年間で0%から22%に増加しました。
債務返済能力: WTTRの負債は 営業キャッシュフロー によって 十分にカバー されています ( 93.3% )。
インタレストカバレッジ: WTTRの負債に対する 利息支払い は EBIT ( 1.8 x coverage) によって 十分にカバーされていません。
貸借対照表
健全な企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/31 07:04 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Select Water Solutions, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12
| アナリスト | 機関 |
|---|---|
| James Larkin | BofA Global Research |
| Thomas Curran | B. Riley Securities, Inc. |
| Scott Gruber | Citigroup Inc |