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Solaris Energy Infrastructure NYSE:SEI Stock Report

Last Price

US$27.14

Market Cap

US$1.9b

7D

-9.5%

1Y

233.0%

Updated

13 Jun, 2025

Data

Company Financials +

Solaris Energy Infrastructure, Inc.

NYSE:SEI Stock Report

Market Cap: US$1.9b

Solaris Energy Infrastructure (SEI) Stock Overview

Provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States. More details

SEI fundamental analysis
Snowflake Score
Valuation2/6
Future Growth6/6
Past Performance1/6
Financial Health3/6
Dividends1/6

Rewards

Trading at 62% below our estimate of its fair value

Earnings are forecast to grow 49.65% per year

Risk Analysis

High level of non-cash earnings

Dividend of 1.77% is not well covered by earnings or free cash flows

Shareholders have been substantially diluted in the past year

Volatile share price over the past 3 months compared to the US market

+ 2 more risks

SEI Community Fair Values

Create Narrative

See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

SEI logo
Solaris Energy Infrastructure
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts

Upsized Contracts And In-house Manufacturing Will Secure Future Stability

Key Takeaways Increased contract sizes and longer tenors enhance revenue stability and financial projections, boosting earnings visibility. Strategic operational enhancements and vertical integration aim to reduce costs and drive revenue growth, improving margins and capital returns.
View narrative
US$45.67
FV
40.6% undervalued intrinsic discount
30.53%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
2 days ago author updated this narrative
SEI logo
Solaris Energy Infrastructure
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts

Supply Constraints And Concentration Will Impede Output Yet Foster Diversification

Key Takeaways Heavy reliance on a few major contracts and gas turbine technology exposes Solaris to customer concentration, regulatory, and compliance risks as the energy landscape evolves. Supply chain constraints, rising competition from renewables, and project permitting risks may pressure margins, limit near-term growth, and reduce revenue stability.
View narrative
US$32.00
FV
15.2% undervalued intrinsic discount
35.30%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
2 days ago author updated this narrative
SEI logo
Solaris Energy Infrastructure
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts

Electrification And AI Demand Will Reshape Power Services

Key Takeaways Long-term contracts with major data center customers and expanded power capacity provide stable, recurring revenues and strong earnings growth prospects. Advanced, low-emission technology and market share gains amid equipment shortages position Solaris for ESG-driven investment and expanding profitability.
View narrative
US$53.00
FV
48.8% undervalued intrinsic discount
40.98%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
2 days ago author updated this narrative
View Solaris Energy Infrastructure Community

Solaris Energy Infrastructure, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Solaris Energy Infrastructure
Historical stock prices
Current Share PriceUS$27.14
52 Week HighUS$39.03
52 Week LowUS$8.09
Beta1.11
1 Month Change16.53%
3 Month Change10.28%
1 Year Change233.01%
3 Year Change148.08%
5 Year Change261.38%
Change since IPO134.98%

Recent News & Updates

Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) 36% Jump Shows Its Popularity With Investors

May 28
Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) 36% Jump Shows Its Popularity With Investors

Solaris Energy Infrastructure (NYSE:SEI) Is Due To Pay A Dividend Of $0.12

May 19
Solaris Energy Infrastructure (NYSE:SEI) Is Due To Pay A Dividend Of $0.12

Shaky Earnings May Not Tell The Whole Story For Solaris Energy Infrastructure (NYSE:SEI)

May 17
Shaky Earnings May Not Tell The Whole Story For Solaris Energy Infrastructure (NYSE:SEI)

Recent updates

Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) 36% Jump Shows Its Popularity With Investors

May 28
Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) 36% Jump Shows Its Popularity With Investors

Solaris Energy Infrastructure (NYSE:SEI) Is Due To Pay A Dividend Of $0.12

May 19
Solaris Energy Infrastructure (NYSE:SEI) Is Due To Pay A Dividend Of $0.12

Shaky Earnings May Not Tell The Whole Story For Solaris Energy Infrastructure (NYSE:SEI)

May 17
Shaky Earnings May Not Tell The Whole Story For Solaris Energy Infrastructure (NYSE:SEI)

This Is The Reason Why We Think Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) CEO Deserves A Bump Up To Their Compensation

May 08
This Is The Reason Why We Think Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) CEO Deserves A Bump Up To Their Compensation

Solaris Energy Infrastructure: Speculative Play On Mobile Power

Apr 16

Here's Why Solaris Energy Infrastructure (NYSE:SEI) Has A Meaningful Debt Burden

Apr 13
Here's Why Solaris Energy Infrastructure (NYSE:SEI) Has A Meaningful Debt Burden

Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) Stock Retreats 29% But Earnings Haven't Escaped The Attention Of Investors

Apr 13
Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) Stock Retreats 29% But Earnings Haven't Escaped The Attention Of Investors

Solaris Energy Infrastructure (NYSE:SEI) Has Affirmed Its Dividend Of $0.12

Feb 28
Solaris Energy Infrastructure (NYSE:SEI) Has Affirmed Its Dividend Of $0.12

After Leaping 35% Solaris Energy Infrastructure, Inc. (NYSE:SEI) Shares Are Not Flying Under The Radar

Feb 27
After Leaping 35% Solaris Energy Infrastructure, Inc. (NYSE:SEI) Shares Are Not Flying Under The Radar

Results: Solaris Energy Infrastructure, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Feb 25
Results: Solaris Energy Infrastructure, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Solaris Energy Infrastructure (NYSE:SEI) Has Announced A Dividend Of $0.12

Nov 21
Solaris Energy Infrastructure (NYSE:SEI) Has Announced A Dividend Of $0.12

Why Solaris Energy Infrastructure's (NYSE:SEI) Shaky Earnings Are Just The Beginning Of Its Problems

Nov 15
Why Solaris Energy Infrastructure's (NYSE:SEI) Shaky Earnings Are Just The Beginning Of Its Problems

Why Investors Shouldn't Be Surprised By Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) 29% Share Price Surge

Nov 12
Why Investors Shouldn't Be Surprised By Solaris Energy Infrastructure, Inc.'s (NYSE:SEI) 29% Share Price Surge

Earnings Miss: Solaris Energy Infrastructure, Inc. Missed EPS And Analysts Are Revising Their Forecasts

Nov 07
Earnings Miss: Solaris Energy Infrastructure, Inc. Missed EPS And Analysts Are Revising Their Forecasts
author-image

Expanding Into Mobile Energy Powers Future Growth And Diversifies Revenue Streams

Solaris's acquisition of Mobile Energy Rentals expands its market reach and is likely to enhance future revenues with diversification into mobile power.

Solaris Energy Infrastructure (NYSE:SEI) Seems To Use Debt Quite Sensibly

Sep 18
Solaris Energy Infrastructure (NYSE:SEI) Seems To Use Debt Quite Sensibly

Solaris Oilfield Bets Big On The Pending Acquisition (Rating Downgrade)

Sep 04

Earnings Not Telling The Story For Solaris Oilfield Infrastructure, Inc. (NYSE:SOI) After Shares Rise 34%

Jul 11
Earnings Not Telling The Story For Solaris Oilfield Infrastructure, Inc. (NYSE:SOI) After Shares Rise 34%

Shareholder Returns

SEIUS Energy ServicesUS Market
7D-9.5%6.4%-0.6%
1Y233.0%-11.7%10.6%

Return vs Industry: SEI exceeded the US Energy Services industry which returned -15.6% over the past year.

Return vs Market: SEI exceeded the US Market which returned 11.7% over the past year.

Price Volatility

Is SEI's price volatile compared to industry and market?
SEI volatility
SEI Average Weekly Movement14.9%
Energy Services Industry Average Movement10.2%
Market Average Movement7.7%
10% most volatile stocks in US Market17.3%
10% least volatile stocks in US Market4.0%

Stable Share Price: SEI's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: SEI's weekly volatility (15%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
2014364Bill Zartlerwww.solaris-energy.com

Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States. The company operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment offers configurable all-electric natural gas-powered mobile turbines and ancillary equipment to data center, energy, exploration and production, oilfield services, and other commercial and industrial sector customers.

Solaris Energy Infrastructure, Inc. Fundamentals Summary

How do Solaris Energy Infrastructure's earnings and revenue compare to its market cap?
SEI fundamental statistics
Market capUS$1.88b
Earnings (TTM)US$15.79m
Revenue (TTM)US$371.53m
69.4x
P/E Ratio
3.0x
P/S Ratio

Is SEI overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SEI income statement (TTM)
RevenueUS$371.53m
Cost of RevenueUS$206.14m
Gross ProfitUS$165.39m
Other ExpensesUS$149.60m
EarningsUS$15.79m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.39
Gross Margin44.52%
Net Profit Margin4.25%
Debt/Equity Ratio47.3%

How did SEI perform over the long term?

See historical performance and comparison

Dividends

1.8%
Current Dividend Yield
93%
Payout Ratio

Does SEI pay a reliable dividends?

See SEI dividend history and benchmarks
When do you need to buy SEI by to receive an upcoming dividend?
Solaris Energy Infrastructure dividend dates
Ex Dividend DateJun 03 2025
Dividend Pay DateJun 13 2025
Days until Ex dividend11 days
Days until Dividend pay date1 day

Does SEI pay a reliable dividends?

See SEI dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/13 03:59
End of Day Share Price 2025/06/13 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Solaris Energy Infrastructure, Inc. is covered by 22 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
J. David AndersonBarclays
J. David AndersonBarclays
Thomas CurranB. Riley Securities, Inc.