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Solaris Energy Infrastructure (SEI) Competitors

Solaris Energy Infrastructure logo
$67.38 +3.23 (+5.04%)
As of 09/11/2026 03:58 PM Eastern

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

Should you buy Solaris Energy Infrastructure stock or one of its competitors? Solaris Energy Infrastructure's main competitors and comparable companies include NOV (NOV), Weatherford International (WFRD), LandBridge (LB), Kodiak Gas Services (KGS), and Cactus (WHD). 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 stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, earnings, valuation, profitability, risk, media sentiment and dividends.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
NOV$8.74B0.86$145M$0.2681.19
Solaris Energy Infrastructure$622.21M8.29$30.17M$0.8579.27

NOV has a beta of 0.94, suggesting that its stock price is 6% less volatile than the broader market. Comparatively, Solaris Energy Infrastructure has a beta of 1.25, suggesting that its stock price is 25% more volatile than the broader market.

NOV presently has a consensus target price of $21.31, indicating a potential upside of 0.94%. Solaris Energy Infrastructure has a consensus target price of $88.33, indicating a potential upside of 31.10%. Given Solaris Energy Infrastructure's stronger consensus rating and higher possible 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

93.3% of NOV shares are owned by institutional investors. Comparatively, 67.4% of Solaris Energy Infrastructure shares are owned by institutional investors. 1.2% of NOV shares are owned by insiders. Comparatively, 20.2% of Solaris Energy Infrastructure shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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%

In the previous week, Solaris Energy Infrastructure had 11 more articles in the media than NOV. MarketBeat recorded 21 mentions for Solaris Energy Infrastructure and 10 mentions for NOV. NOV's average media sentiment score of 1.27 beat Solaris Energy Infrastructure's score of 1.26 indicating that NOV is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
NOV
6 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Solaris Energy Infrastructure
12 Very Positive mention(s)
7 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

NOV pays an annual dividend of $0.36 per share and has a dividend yield of 1.7%. Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.7%. 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.

Summary

Solaris Energy Infrastructure beats NOV on 12 of the 19 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 contrast the two companies based on the strength of their analyst recommendations, valuation, media sentiment, profitability, risk, dividends, earnings and institutional ownership.

97.2% of Weatherford International shares are held by institutional investors. Comparatively, 67.4% of Solaris Energy Infrastructure shares are held by institutional investors. 2.1% of Weatherford International 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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Solaris Energy Infrastructure had 13 more articles in the media than Weatherford International. MarketBeat recorded 21 mentions for Solaris Energy Infrastructure and 8 mentions for Weatherford International. Weatherford International's average media sentiment score of 1.52 beat Solaris Energy Infrastructure's score of 1.26 indicating that Weatherford International is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Weatherford International
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Solaris Energy Infrastructure
12 Very Positive mention(s)
7 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 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$4.92B1.29$431M$5.0717.52
Solaris Energy Infrastructure$622.21M8.29$30.17M$0.8579.27

Weatherford International has a beta of 0.9, suggesting that its stock price is 10% less volatile than the broader market. Comparatively, Solaris Energy Infrastructure has a beta of 1.25, suggesting that its stock price is 25% more volatile than the broader market.

Weatherford International pays an annual dividend of $1.10 per share and has a dividend yield of 1.2%. Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.7%. 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 presently has a consensus price target of $114.25, indicating a potential upside of 28.59%. Solaris Energy Infrastructure has a consensus price target of $88.33, indicating a potential upside of 31.10%. Given Solaris Energy Infrastructure's stronger consensus rating and higher probable upside, analysts plainly believe Solaris Energy Infrastructure is more favorable than Weatherford International.

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

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 LandBridge?

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

Solaris Energy Infrastructure has a beta of 1.25, meaning that its share price is 25% more volatile than the broader market. Comparatively, LandBridge has a beta of 0.09, meaning that its share price is 91% less volatile than the broader market.

Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.7%. LandBridge pays an annual dividend of $0.48 per share and has a dividend yield of 0.6%. Solaris Energy Infrastructure pays out 56.5% of its earnings in the form of a dividend. LandBridge pays out 42.5% 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.

In the previous week, Solaris Energy Infrastructure had 20 more articles in the media than LandBridge. MarketBeat recorded 21 mentions for Solaris Energy Infrastructure and 1 mentions for LandBridge. LandBridge's average media sentiment score of 1.90 beat Solaris Energy Infrastructure's score of 1.26 indicating that LandBridge is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Solaris Energy Infrastructure
12 Very Positive mention(s)
7 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
LandBridge
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

67.4% of Solaris Energy Infrastructure shares are owned by institutional investors. 20.2% of Solaris Energy Infrastructure shares are owned by insiders. Comparatively, 63.3% of LandBridge shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Solaris Energy Infrastructure currently has a consensus target price of $88.33, indicating a potential upside of 31.10%. LandBridge has a consensus target price of $81.67, indicating a potential downside of 5.96%. Given Solaris Energy Infrastructure's stronger consensus rating and higher probable upside, equities research analysts clearly believe Solaris Energy Infrastructure is more favorable than LandBridge.

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
LandBridge
1 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.10

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
Solaris Energy Infrastructure$622.21M8.29$30.17M$0.8579.27
LandBridge$199.09M33.62$30.13M$1.1376.85

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
Solaris Energy Infrastructure7.19% 13.26% 4.80%
LandBridge 16.49%4.75%2.87%

Summary

Solaris Energy Infrastructure beats LandBridge on 12 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 better stock? We will compare the two businesses based on the strength of their earnings, dividends, risk, profitability, institutional ownership, valuation, analyst recommendations and media sentiment.

Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.7%. Kodiak Gas Services pays an annual dividend of $1.96 per share and has a dividend yield of 3.1%. 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 increased 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.

67.4% of Solaris Energy Infrastructure shares are held by institutional investors. Comparatively, 25.0% of Kodiak Gas Services shares are held by institutional investors. 20.2% of Solaris Energy Infrastructure shares are held by company insiders. Comparatively, 0.6% of Kodiak Gas Services shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Solaris Energy Infrastructure presently has a consensus target price of $88.33, suggesting a potential upside of 31.10%. Kodiak Gas Services has a consensus target price of $78.89, suggesting a potential upside of 23.59%. Given Solaris Energy Infrastructure's higher possible upside, analysts clearly believe Solaris Energy Infrastructure is more favorable than Kodiak Gas Services.

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

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$622.21M8.29$30.17M$0.8579.27
Kodiak Gas Services$1.31B4.93$80.52M$0.8475.99

Solaris Energy Infrastructure has a beta of 1.25, indicating that its share price is 25% more volatile than the broader market. Comparatively, Kodiak Gas Services has a beta of 0.96, indicating that its share price is 4% less volatile than the broader market.

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%

In the previous week, Solaris Energy Infrastructure had 14 more articles in the media than Kodiak Gas Services. MarketBeat recorded 21 mentions for Solaris Energy Infrastructure and 7 mentions for Kodiak Gas Services. Solaris Energy Infrastructure's average media sentiment score of 1.26 beat Kodiak Gas Services' score of 1.00 indicating that Solaris Energy Infrastructure is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Solaris Energy Infrastructure
12 Very Positive mention(s)
7 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Kodiak Gas Services
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Solaris Energy Infrastructure beats Kodiak Gas Services on 13 of the 17 factors compared between the two stocks.

How does Solaris Energy Infrastructure compare to Cactus?

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

Cactus has higher revenue and earnings than Solaris Energy Infrastructure. Cactus 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
Cactus$1.08B5.18$166.01M$1.1759.58
Solaris Energy Infrastructure$622.21M8.29$30.17M$0.8579.27

Cactus has a beta of 1.37, meaning that its share price is 37% more volatile than the broader market. Comparatively, Solaris Energy Infrastructure has a beta of 1.25, meaning that its share price is 25% more volatile than the broader market.

Cactus pays an annual dividend of $0.60 per share and has a dividend yield of 0.9%. Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.7%. Cactus pays out 51.3% 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. Cactus has increased its dividend for 4 consecutive years. Cactus is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Solaris Energy Infrastructure had 9 more articles in the media than Cactus. MarketBeat recorded 21 mentions for Solaris Energy Infrastructure and 12 mentions for Cactus. Solaris Energy Infrastructure's average media sentiment score of 1.26 beat Cactus' 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
Cactus
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Solaris Energy Infrastructure
12 Very Positive mention(s)
7 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Solaris Energy Infrastructure has a net margin of 7.19% compared to Cactus' net margin of 6.01%. Cactus' return on equity of 16.66% beat Solaris Energy Infrastructure's return on equity.

Company Net Margins Return on Equity Return on Assets
Cactus6.01% 16.66% 10.81%
Solaris Energy Infrastructure 7.19%13.26%4.80%

Cactus presently has a consensus price target of $66.80, indicating a potential downside of 4.17%. Solaris Energy Infrastructure has a consensus price target of $88.33, indicating a potential upside of 31.10%. Given Solaris Energy Infrastructure's stronger consensus rating and higher probable upside, analysts clearly believe Solaris Energy Infrastructure is more favorable than Cactus.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cactus
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43
Solaris Energy Infrastructure
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.83

85.1% of Cactus shares are held by institutional investors. Comparatively, 67.4% of Solaris Energy Infrastructure shares are held by institutional investors. 12.9% of Cactus 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 endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Cactus beats Solaris Energy Infrastructure on 10 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$5.16B$3.77B$10.17B$23.40B
Dividend Yield0.71%13.35%10.57%3.57%
P/E Ratio79.2742.3720.6824.69
Price / Sales8.2931.54512.0421.23
Price / Cash25.8721.1736.1819.47
Price / Book5.582.214.134.75
Net Income$30.17M$67.81M$4.34B$1.07B
7 Day Performance22.33%0.72%1.01%-2.00%
1 Month Performance12.06%0.00%4.49%-3.20%
1 Year Performance116.73%47.48%39.67%10.51%

Solaris Energy Infrastructure Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SEI
Solaris Energy Infrastructure
4.7902 of 5 stars
$67.38
+5.0%
$88.33
+31.1%
+116.7%$5.16B$622.21M79.27468
NOV
NOV
2.5228 of 5 stars
$21.72
+1.7%
$21.31
-1.9%
+63.8%$7.61B$8.74B83.5331,605
WFRD
Weatherford International
4.7813 of 5 stars
$97.71
+3.4%
$114.25
+16.9%
+42.6%$6.78B$4.92B19.2716,700
LB
LandBridge
2.2129 of 5 stars
$85.50
-0.4%
$81.67
-4.5%
+62.7%$6.62B$199.09M75.666
KGS
Kodiak Gas Services
4.8629 of 5 stars
$61.72
+3.6%
$78.89
+27.8%
+92.0%$6.02B$1.31B73.481,300

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This page (NYSE:SEI) was last updated on 9/13/2026 by MarketBeat.com Staff.
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