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Solaris Energy Infrastructure (SEI) Competitors

Solaris Energy Infrastructure logo
$74.83 +3.45 (+4.83%)
As of 10/2/2026 03:58 PM Eastern

SEI vs. NOV, LB, WFRD, KGS, and AROC

Should you buy Solaris Energy Infrastructure stock or one of its competitors? Solaris Energy Infrastructure's main competitors and comparable companies include NOV (NOV), LandBridge (LB), Weatherford International (WFRD), Kodiak Gas Services (KGS), and Archrock (AROC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "oil & gas equipment & services" industry.

How does Solaris Energy Infrastructure compare to NOV?

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

NOV has higher revenue and earnings than Solaris Energy Infrastructure. NOV 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NOV$8.74B0.77$145M$0.2672.33
Solaris Energy Infrastructure$622.21M9.21$30.17M$0.8588.04

NOV has a beta of 0.97, meaning that its share price is 3% less volatile than the broader market. Comparatively, Solaris Energy Infrastructure has a beta of 1.28, meaning that its share price is 28% more volatile than the broader market.

NOV pays an annual dividend of $0.36 per share and has a dividend yield of 1.9%. Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.6%. NOV pays out 138.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Solaris Energy Infrastructure pays out 56.5% of its earnings in the form of a dividend. NOV has raised its dividend for 1 consecutive years. NOV is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

93.3% of NOV shares are held by institutional investors. Comparatively, 67.4% of Solaris Energy Infrastructure shares are held by institutional investors. 1.2% of NOV shares are held by company insiders. Comparatively, 20.2% of Solaris Energy Infrastructure shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, NOV had 13 more articles in the media than Solaris Energy Infrastructure. MarketBeat recorded 17 mentions for NOV and 4 mentions for Solaris Energy Infrastructure. Solaris Energy Infrastructure's average media sentiment score of 0.86 beat NOV's score of 0.46 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
NOV
7 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral
Solaris Energy Infrastructure
2 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

NOV presently has a consensus target price of $21.23, indicating a potential upside of 12.89%. Solaris Energy Infrastructure has a consensus target price of $94.17, indicating a potential upside of 25.84%. Given Solaris Energy Infrastructure's stronger consensus rating and higher probable upside, analysts clearly believe Solaris Energy Infrastructure is more favorable than NOV.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
NOV
2 Sell rating(s)
9 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.19
Solaris Energy Infrastructure
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.83

Solaris Energy Infrastructure has a net margin of 7.19% compared to NOV's net margin of 1.10%. Solaris Energy Infrastructure's return on equity of 13.26% beat NOV's return on equity.

Company Net Margins Return on Equity Return on Assets
NOV1.10% 3.44% 1.94%
Solaris Energy Infrastructure 7.19%13.26%4.80%

Summary

Solaris Energy Infrastructure beats NOV on 13 of the 19 factors compared between the two stocks.

How does Solaris Energy Infrastructure compare to LandBridge?

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

LandBridge pays an annual dividend of $0.48 per share and has a dividend yield of 0.6%. Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.6%. LandBridge pays out 42.5% of its earnings in the form of a dividend. Solaris Energy Infrastructure pays out 56.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

LandBridge has a net margin of 16.49% compared to Solaris Energy Infrastructure's net margin of 7.19%. Solaris Energy Infrastructure's return on equity of 13.26% beat LandBridge's return on equity.

Company Net Margins Return on Equity Return on Assets
LandBridge16.49% 4.75% 2.87%
Solaris Energy Infrastructure 7.19%13.26%4.80%

LandBridge has a beta of 0.17, suggesting that its share price is 83% less volatile than the broader market. Comparatively, Solaris Energy Infrastructure has a beta of 1.28, suggesting that its share price is 28% more volatile than the broader market.

LandBridge presently has a consensus target price of $81.67, indicating a potential downside of 2.22%. Solaris Energy Infrastructure has a consensus target price of $94.17, indicating a potential upside of 25.84%. Given Solaris Energy Infrastructure's stronger consensus rating and higher possible upside, analysts plainly believe Solaris Energy Infrastructure is more favorable than LandBridge.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LandBridge
1 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.10
Solaris Energy Infrastructure
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.83

67.4% of Solaris Energy Infrastructure shares are owned by institutional investors. 61.2% of LandBridge shares are owned by insiders. Comparatively, 20.2% of Solaris Energy Infrastructure shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Solaris Energy Infrastructure has higher revenue and earnings than LandBridge. LandBridge 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LandBridge$199.09M32.33$30.13M$1.1373.91
Solaris Energy Infrastructure$622.21M9.21$30.17M$0.8588.04

In the previous week, Solaris Energy Infrastructure had 1 more articles in the media than LandBridge. MarketBeat recorded 4 mentions for Solaris Energy Infrastructure and 3 mentions for LandBridge. Solaris Energy Infrastructure's average media sentiment score of 0.86 beat LandBridge's score of 0.69 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
LandBridge
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Solaris Energy Infrastructure
2 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Solaris Energy Infrastructure beats LandBridge on 13 of the 18 factors compared between the two stocks.

How does Solaris Energy Infrastructure compare to Weatherford International?

Weatherford International (NASDAQ:WFRD) and Solaris Energy Infrastructure (NYSE:SEI) are both mid-cap energy companies, but which is the better investment? We will compare the two companies based on the strength of their risk, media sentiment, valuation, dividends, analyst recommendations, earnings, profitability and institutional ownership.

Weatherford International has higher revenue and earnings than Solaris Energy Infrastructure. Weatherford International 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Weatherford International$4.92B1.16$431M$5.0715.72
Solaris Energy Infrastructure$622.21M9.21$30.17M$0.8588.04

In the previous week, Solaris Energy Infrastructure had 2 more articles in the media than Weatherford International. MarketBeat recorded 4 mentions for Solaris Energy Infrastructure and 2 mentions for Weatherford International. Solaris Energy Infrastructure's average media sentiment score of 0.86 beat Weatherford International's score of 0.67 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
Weatherford International
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Solaris Energy Infrastructure
2 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

97.2% of Weatherford International shares are owned by institutional investors. Comparatively, 67.4% of Solaris Energy Infrastructure shares are owned by institutional investors. 2.1% of Weatherford International shares are owned by company insiders. Comparatively, 20.2% of Solaris Energy Infrastructure shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Weatherford International has a net margin of 7.66% compared to Solaris Energy Infrastructure's net margin of 7.19%. Weatherford International's return on equity of 21.50% beat Solaris Energy Infrastructure's return on equity.

Company Net Margins Return on Equity Return on Assets
Weatherford International7.66% 21.50% 7.09%
Solaris Energy Infrastructure 7.19%13.26%4.80%

Weatherford International presently has a consensus target price of $114.50, indicating a potential upside of 43.63%. Solaris Energy Infrastructure has a consensus target price of $94.17, indicating a potential upside of 25.84%. Given Weatherford International's higher possible upside, equities research analysts clearly believe Weatherford International is more favorable than Solaris Energy Infrastructure.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Weatherford International
1 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.60
Solaris Energy Infrastructure
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.83

Weatherford International pays an annual dividend of $1.10 per share and has a dividend yield of 1.4%. Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.6%. Weatherford International pays out 21.7% of its earnings in the form of a dividend. Solaris Energy Infrastructure pays out 56.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Weatherford International is clearly the better dividend stock, given its higher yield and lower payout ratio.

Weatherford International has a beta of 1.05, meaning that its stock price is 5% more volatile than the broader market. Comparatively, Solaris Energy Infrastructure has a beta of 1.28, meaning that its stock price is 28% more volatile than the broader market.

Summary

Weatherford International beats Solaris Energy Infrastructure on 10 of the 18 factors compared between the two stocks.

How does Solaris Energy Infrastructure compare to Kodiak Gas Services?

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

Kodiak Gas Services has higher revenue and earnings than Solaris Energy Infrastructure. Kodiak Gas Services 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Solaris Energy Infrastructure$622.21M9.21$30.17M$0.8588.04
Kodiak Gas Services$1.31B4.20$80.52M$0.8464.54

In the previous week, Solaris Energy Infrastructure had 4 more articles in the media than Kodiak Gas Services. MarketBeat recorded 4 mentions for Solaris Energy Infrastructure and 0 mentions for Kodiak Gas Services. Solaris Energy Infrastructure's average media sentiment score of 0.86 beat Kodiak Gas Services' score of 0.76 indicating that Solaris Energy Infrastructure is being referred to more favorably in the media.

Company Overall Sentiment
Solaris Energy Infrastructure Positive
Kodiak Gas Services Positive

Solaris Energy Infrastructure currently has a consensus price target of $94.17, indicating a potential upside of 25.84%. Kodiak Gas Services has a consensus price target of $78.89, indicating a potential upside of 45.51%. Given Kodiak Gas Services' higher possible upside, analysts plainly believe Kodiak Gas Services is more favorable than Solaris Energy Infrastructure.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Solaris Energy Infrastructure
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.83
Kodiak Gas Services
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.83

Solaris Energy Infrastructure has a beta of 1.28, meaning that its stock price is 28% more volatile than the broader market. Comparatively, Kodiak Gas Services has a beta of 1.01, meaning that its stock price is 1% more volatile than the broader market.

67.4% of Solaris Energy Infrastructure shares are owned by institutional investors. Comparatively, 25.0% of Kodiak Gas Services shares are owned by institutional investors. 20.2% of Solaris Energy Infrastructure shares are owned by insiders. Comparatively, 0.6% of Kodiak Gas Services shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.6%. Kodiak Gas Services pays an annual dividend of $1.96 per share and has a dividend yield of 3.6%. Solaris Energy Infrastructure pays out 56.5% of its earnings in the form of a dividend. Kodiak Gas Services pays out 233.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Kodiak Gas Services has raised its dividend for 2 consecutive years. Kodiak Gas Services is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Solaris Energy Infrastructure has a net margin of 7.19% compared to Kodiak Gas Services' net margin of 5.77%. Solaris Energy Infrastructure's return on equity of 13.26% beat Kodiak Gas Services' return on equity.

Company Net Margins Return on Equity Return on Assets
Solaris Energy Infrastructure7.19% 13.26% 4.80%
Kodiak Gas Services 5.77%11.92%3.70%

Summary

Solaris Energy Infrastructure beats Kodiak Gas Services on 12 of the 17 factors compared between the two stocks.

How does Solaris Energy Infrastructure compare to Archrock?

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

Archrock has a beta of 0.92, indicating that its share price is 8% less volatile than the broader market. Comparatively, Solaris Energy Infrastructure has a beta of 1.28, indicating that its share price is 28% more volatile than the broader market.

95.5% of Archrock shares are owned by institutional investors. Comparatively, 67.4% of Solaris Energy Infrastructure shares are owned by institutional investors. 2.9% of Archrock shares are owned by company insiders. Comparatively, 20.2% of Solaris Energy Infrastructure shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Archrock has a net margin of 21.84% compared to Solaris Energy Infrastructure's net margin of 7.19%. Archrock's return on equity of 22.22% beat Solaris Energy Infrastructure's return on equity.

Company Net Margins Return on Equity Return on Assets
Archrock21.84% 22.22% 7.56%
Solaris Energy Infrastructure 7.19%13.26%4.80%

Archrock pays an annual dividend of $0.92 per share and has a dividend yield of 3.0%. Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.6%. Archrock pays out 49.5% of its earnings in the form of a dividend. Solaris Energy Infrastructure pays out 56.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Archrock has increased its dividend for 3 consecutive years. Archrock is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Archrock presently has a consensus price target of $42.29, indicating a potential upside of 39.73%. Solaris Energy Infrastructure has a consensus price target of $94.17, indicating a potential upside of 25.84%. Given Archrock's higher probable upside, research analysts plainly believe Archrock is more favorable than Solaris Energy Infrastructure.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Archrock
1 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.80
Solaris Energy Infrastructure
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.83

Archrock has higher revenue and earnings than Solaris Energy Infrastructure. Archrock 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Archrock$1.49B3.56$322.29M$1.8616.27
Solaris Energy Infrastructure$622.21M9.21$30.17M$0.8588.04

In the previous week, Solaris Energy Infrastructure had 3 more articles in the media than Archrock. MarketBeat recorded 4 mentions for Solaris Energy Infrastructure and 1 mentions for Archrock. Solaris Energy Infrastructure's average media sentiment score of 0.86 beat Archrock's score of 0.25 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
Archrock
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Solaris Energy Infrastructure
2 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Archrock beats Solaris Energy Infrastructure on 11 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SEI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SEI vs. The Competition

MetricSolaris Energy InfrastructureEnergy Equipment & Services IndustryEnergy SectorNYSE Exchange
Market Cap$5.74B$3.46B$9.86B$22.78B
Dividend Yield0.64%13.43%10.66%3.73%
P/E Ratio88.0442.0320.3927.75
Price / Sales9.2126.85535.8421.39
Price / Cash28.7520.3436.9838.23
Price / Book6.192.094.014.64
Net Income$30.17M$67.81M$4.35B$1.08B
7 Day Performance5.07%-1.33%-1.12%-1.06%
1 Month Performance35.86%-4.35%-3.21%-5.60%
1 Year Performance67.18%34.21%28.95%5.09%

Solaris Energy Infrastructure Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SEI
Solaris Energy Infrastructure
4.6427 of 5 stars
$74.83
+4.8%
$94.17
+25.8%
+67.2%$5.74B$622.21M88.04468
NOV
NOV
2.7125 of 5 stars
$20.30
+0.6%
$21.31
+5.0%
+37.3%$7.19B$8.74B78.0631,605
LB
LandBridge
1.5047 of 5 stars
$82.43
-5.2%
$81.67
-0.9%
+47.5%$6.70B$199.09M72.946
WFRD
Weatherford International
4.8301 of 5 stars
$84.66
+0.8%
$114.50
+35.2%
+21.5%$6.01B$4.92B16.7016,700
KGS
Kodiak Gas Services
4.7973 of 5 stars
$53.28
-2.6%
$78.89
+48.1%
+57.6%$5.53B$1.31B63.431,300

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This page (NYSE:SEI) was last updated on 10/4/2026 by MarketBeat.com Staff.
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