Select Water Solutions (DB:18RA) - Stock Price, News & Analysis

18RA Stock Overview

Select Water Solutions, Inc., together with its subsidiaries, provides water management and chemical solutions to the energy industry in the United States.

About the company

18RA fundamental analysis
Snowflake Score
Valuation	5/6
Future Growth	4/6
Past Performance	2/6
Financial Health	5/6
Dividends	3/6

Rewards

Trading at 57.5% below our estimate of its fair value

Earnings are forecast to grow 30.74% per year

Earnings have grown 43.9% per year over the past 5 years

Analysts in good agreement that stock price will rise by 23.1%

Risk Analysis

Significant insider selling over the past 3 months

Unstable dividend track record

Large one-off items impacting financial results

Select Water Solutions, Inc. Competitors

CropEnergies

XTRA:CE2

€1.0b

CropEnergies

HMSE:CE2

€1.0b

Verbio

XTRA:VBK

€1.3b

EnviTec Biogas

XTRA:ETG

€415.8m

Price History & Performance

Summary of all time highs, changes and price drops for Select Water Solutions
Historical stock prices
Current Share Price	US$8.58
52 Week High	US$8.84
52 Week Low	US$6.35
Beta	1.67
1 Month Change	-1.83%
3 Month Change	24.32%
1 Year Change	28.03%
3 Year Change	53.18%
5 Year Change	-13.43%
Change since IPO	-41.57%

Recent updates

Shareholder Returns

	18RA	DE Energy Services	DE Market
7D	-2.5%	-0.6%	-0.3%
1Y	28.0%	23.6%	2.8%

Return vs Industry: 18RA exceeded the German Energy Services industry which returned 21.8% over the past year.

Return vs Market: 18RA exceeded the German Market which returned 2.2% over the past year.

Price Volatility

Is 18RA's price volatile compared to industry and market?
18RA volatility
18RA Average Weekly Movement	5.7%
Energy Services Industry Average Movement	4.8%
Market Average Movement	4.9%
10% most volatile stocks in DE Market	10.3%
10% least volatile stocks in DE Market	2.4%

Stable Share Price: 18RA has not had significant price volatility in the past 3 months.

Volatility Over Time: 18RA's weekly volatility (6%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2016	4,200	John Schmitz	www.selectwater.com

Select Water Solutions, Inc., together with its subsidiaries, provides water management and chemical solutions to the energy industry in the United States. The company operates through three segments: Water Services, Water Infrastructure, and Chemical Technologies. The Water Services segment provides water-related services, including water sourcing, water transfer, flowback and well testing, water containment, fluids hauling, water monitoring, and water network automation; technology solutions comprising hydrographic mapping, water volume and quality monitoring, remote pit and tank monitoring, leak detection, asset and fuel tracking, and automated-equipment services, as well as various surface rental equipment and workforce accommodation services.

Select Water Solutions, Inc. Fundamentals Summary

How do Select Water Solutions's earnings and revenue compare to its market cap?
18RA fundamental statistics
Market cap	€1.01b
Earnings (TTM)	€60.99m
Revenue (TTM)	€1.43b

14.3x

P/E Ratio

0.6x

P/S Ratio

Is 18RA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
18RA income statement (TTM)
Revenue	US$1.54b
Cost of Revenue	US$1.17b
Gross Profit	US$367.44m
Other Expenses	US$301.76m
Earnings	US$65.68m

Last Reported Earnings

Mar 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	0.64
Gross Margin	23.93%
Net Profit Margin	4.28%
Debt/Equity Ratio	8.4%

How did 18RA perform over the long term?

See historical performance and comparison

Dividends

2.6%

Current Dividend Yield

35%

Payout Ratio

18RA Stock Overview

Rewards

Risk Analysis

Select Water Solutions, Inc. Competitors

XTRA:CE2

€1.0b

HMSE:CE2

€1.0b

XTRA:VBK

€1.3b

XTRA:ETG

€415.8m

Price History & Performance

Recent News & Updates

First quarter 2024 earnings released: EPS: US$0.04 (vs US$0.12 in 1Q 2023)

Select Water Solutions, Inc. (NYSE:WTTR) acquired Trinity Environmental Services, L.L.C. for $29.4 million.

Fourth quarter dividend of US$0.06 announced

Select Water Solutions, Inc. Announces Quarterly Cash Dividend, to Be Paid on May 15, 2024

Select Water Solutions, Inc. to Report Q1, 2024 Results on Apr 30, 2024

Select Water Solutions, Inc., Annual General Meeting, May 08, 2024

Recent updates

First quarter 2024 earnings released: EPS: US$0.04 (vs US$0.12 in 1Q 2023)

Select Water Solutions, Inc. (NYSE:WTTR) acquired Trinity Environmental Services, L.L.C. for $29.4 million.

Fourth quarter dividend of US$0.06 announced

Select Water Solutions, Inc. Announces Quarterly Cash Dividend, to Be Paid on May 15, 2024

Select Water Solutions, Inc. to Report Q1, 2024 Results on Apr 30, 2024

Select Water Solutions, Inc., Annual General Meeting, May 08, 2024

Select Water Solutions, Inc. Announces Chief Financial Officer Changes

Select Water Solutions, Inc. Announces Chief Financial Officer Changes

Senior VP of Corporate Development recently sold €183k worth of stock

Full year 2023 earnings released: EPS: US$0.73 (vs US$0.51 in FY 2022)

Third quarter dividend of US$0.06 announced

Select Water Solutions, Inc. (NYSE:WTTR) acquired SWD Assets of Iron Mountain Energy LLC.

Select Water Solutions, Inc. to Report Q4, 2023 Results on Feb 20, 2024

Third quarter 2023 earnings released: EPS: US$0.14 (vs US$0.23 in 3Q 2022)

Select Water Solutions, Inc. Announces 20% Increase to Quarterly Cash Dividend, Payable on November 17, 2023

Select Water Solutions, Inc. Announces 20% Increase to Quarterly Cash Dividend, Payable on November 17, 2023

Select Water Solutions, Inc. to Report Q3, 2023 Results on Oct 31, 2023

New minor risk - Earnings quality

Second quarter 2023 earnings released: EPS: US$0.20 (vs US$0.13 in 2Q 2022)

Select Water Solutions, Inc. to Report Q2, 2023 Results on Aug 02, 2023

First quarter 2023 earnings released: EPS: US$0.12 (vs US$0.074 in 1Q 2022)

Investor sentiment improves as stock rises 15%

Investor sentiment deteriorates as stock falls 17%

CFO & Senior VP recently sold €87k worth of stock

Full year 2022 earnings released: EPS: US$0.51 (vs US$0.48 loss in FY 2021)

Select Energy Services, Inc. to Report Q4, 2022 Results on Feb 21, 2023

Select Energy Services, Inc. Announces Quarterly Cash Dividend, Payable on February 17, 2023

Select Energy Services, Inc. Announces Board Changes

Third quarter 2022 earnings released: EPS: US$0.23 (vs US$0.14 loss in 3Q 2021)

Select Energy Services, Inc. (NYSE:WTTR) acquired Breakwater Energy Partners, LLC for approximately $100 million.

Select Energy Services Announces Initial Quarterly Distribution, Payable on November 17, 2022

Select Energy Services, Inc. to Report Q3, 2022 Results on Nov 02, 2022

Select Energy Services, Llc and Select Energy Services, Inc. Enters into A Transition and Separation Agreement and General Release of Claims with Adam R. Law, the Senior Vice President, General Counsel, Corporate Secretary and Chief Compliance Officer

Investor sentiment improved over the past week

Select Energy Services, Inc. Announces Initiation of Formal Quarterly Dividend Program Beginning After the Third Quarter of 2022

Second quarter 2022 earnings released: EPS: US$0.13 (vs US$0.19 loss in 2Q 2021)

Select Energy Services, Inc. Provides Revenue Guidance for the Third Quarter of 2022

Select Energy Services, Inc. to Report Q2, 2022 Results on Aug 02, 2022

Select Energy Services, Inc. Elects Luis Fernandez-Moreno as Director

First quarter 2022 earnings released: EPS: US$0.074 (vs US$0.27 loss in 1Q 2021)

Select Energy Services, Inc. to Report Q1, 2022 Results on May 03, 2022

Select Energy Services, Inc. (NYSE : WTTR) completed the acquisition of Nuverra Environmental Solutions, Inc. (NYSEAM:NES) from Gates Capital Management, Inc. and others.

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Select Energy Services, Inc. to Report Q4, 2021 Results on Feb 22, 2022

Select Energy Services, Inc. (NYSE : WTTR) entered into an Agreement and Plan of Merger to acquire Nuverra Environmental Solutions, Inc. (NYSEAM:NES) for $45 million.

VP & Chief Accounting Officer recently sold €53k worth of stock

Third quarter 2021 earnings released: US$0.14 loss per share (vs US$0.36 loss in 3Q 2020)

Consultant Mitchell Shauf has left the company

Select Energy Services, Inc. (NYSE:WTTR) entered into an asset purchase agreement to acquire Substantially all of the Water Logistics segment assets from Basic Energy Services, Inc.

Select Energy Services, Inc. (NYSE:WTTR) acquired ULTRecovery Corporation.

Second quarter 2021 earnings released: US$0.19 loss per share (vs US$0.52 loss in 2Q 2020)

Select Energy Services, Inc. (NYSE:WTTR) acquired Substantially all of the Water-related Assets & Ongoing Operations from Complete Energy Services, Inc. for $34.5 million.

Independent Director has left the company

First quarter 2021 earnings released: US$0.27 loss per share (vs US$2.86 loss in 1Q 2020)

New 90-day high: €5.55

Revenue beats expectations

Full year 2020 earnings released: US$3.98 loss per share (vs US$0.035 profit in FY 2019)

New 90-day high: €5.25

Select Energy Services, Inc. to Report Q4, 2020 Results on Feb 23, 2021