Solaris Energy Infrastructure (SEI) Competitors

ESAB (NYSE:ESAB) and Solaris Energy Infrastructure (NASDAQ:SEI) are both mid-cap machinery companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, valuation, earnings, risk, dividends, analyst recommendations, profitability and media sentiment.

Do analysts rate ESAB or SEI?

ESAB presently has a consensus target price of $137.22, suggesting a potential upside of 8.58%. Solaris Energy Infrastructure has a consensus target price of $42.56, suggesting a potential upside of 30.98%. Given Solaris Energy Infrastructure's stronger consensus rating and higher possible upside, analysts plainly believe Solaris Energy Infrastructure is more favorable than ESAB.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ESAB	0 Sell rating(s)	3 Hold rating(s)	5 Buy rating(s)	0 Strong Buy rating(s)	2.63
Solaris Energy Infrastructure	0 Sell rating(s)	0 Hold rating(s)	10 Buy rating(s)	2 Strong Buy rating(s)	3.17

Which has stronger earnings and valuation, ESAB or SEI?

ESAB has higher revenue and earnings than Solaris Energy Infrastructure. ESAB is trading at a lower price-to-earnings ratio than Solaris Energy Infrastructure, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ESAB	$2.74B	2.80	$264.84M	$4.44	28.46
Solaris Energy Infrastructure	$371.53M	5.91	$24.34M	$0.49	66.31

Which has more volatility and risk, ESAB or SEI?

ESAB has a beta of 1.26, indicating that its stock price is 26% more volatile than the S&P 500. Comparatively, Solaris Energy Infrastructure has a beta of 1.09, indicating that its stock price is 9% more volatile than the S&P 500.

Does the media favor ESAB or SEI?

In the previous week, ESAB had 2 more articles in the media than Solaris Energy Infrastructure. MarketBeat recorded 5 mentions for ESAB and 3 mentions for Solaris Energy Infrastructure. Solaris Energy Infrastructure's average media sentiment score of 1.42 beat ESAB's score of 1.20 indicating that Solaris Energy Infrastructure is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
ESAB	4 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Solaris Energy Infrastructure	2 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Is ESAB or SEI a better dividend stock?

ESAB pays an annual dividend of $0.40 per share and has a dividend yield of 0.3%. Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 1.5%. ESAB pays out 9.0% of its earnings in the form of a dividend. Solaris Energy Infrastructure pays out 98.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. ESAB has increased its dividend for 3 consecutive years.

Do insiders and institutionals hold more shares of ESAB or SEI?

91.1% of ESAB shares are owned by institutional investors. Comparatively, 67.4% of Solaris Energy Infrastructure shares are owned by institutional investors. 7.3% of ESAB shares are owned by insiders. Comparatively, 21.2% of Solaris Energy Infrastructure shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Is ESAB or SEI more profitable?

ESAB has a net margin of 9.98% compared to Solaris Energy Infrastructure's net margin of 4.80%. ESAB's return on equity of 16.98% beat Solaris Energy Infrastructure's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
ESAB	9.98%	16.98%	7.69%
Solaris Energy Infrastructure	4.80%	6.66%	4.12%

Summary

ESAB beats Solaris Energy Infrastructure on 11 of the 20 factors compared between the two stocks.