Energy
Solaris Energy Infrastructure, Inc.(SEI)
Live Price
Offline$82.88
+1.97% today
1Y Change
+164.41%
Window
Jun 20, 2025 โ Jun 16, 2026
- Market Cap
- $5.19B
- Revenue Growth
- +98.7%
- EPS Growth
- +35.3%
- Dividend Yield
- 0.7%
Coverage: 248 bars ยท Jun 20, 2025 โ Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Solaris Energy Infrastructure, Inc. (SEI) is a Energy stock with a market cap of $5.19B and listed on NYSE. The stock last traded around $82.88 and up 164.4% across the available one-year price window (Jun 20, 2025 โ Jun 16, 2026). Baseline metrics include revenue growth of +98.7%, EPS growth of +35.3%, a dividend yield of 0.7%. What stands out right now is revenue +98.7%, EPS +35.3%, free cash flow -239.1% with operating margin 23.9% and ROIC 6.2%. The dividend is present but secondary, with a yield around 0.7%. Valuation already assumes a fairly strong business story at P/E 81.5 and price/sales 7.5. Stock Foundry combines SEI price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Energy peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+98.7% vs +11.2% peer median
Operating Margin
Above sector median
+23.9% vs +8.6% peer median
P/E
Above sector median
81.5 vs 7.9 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 27, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +98.7% and EPS at +35.3%, with operating margin around 23.9%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 0.7%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -4.1% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 27, 2026 | โ | +5.4% | +5.5% | +6.7% |
2026 Feb 24, 2026 | +45.8% | +3.3% | -11.0% | +14.1% |
2025 Nov 3, 2025 | +33.3% | -0.5% | -6.7% | -6.5% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SEI
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SEI Max Drawdown
-26.59%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SEI and SPY.
Company Overview
Solaris Energy Infrastructure, Inc.
New York Stock Exchange
Solaris Energy Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company provides technician support, last mile, and mobilization logistics services. It is also involved in the transloading and storage of proppant or railcars at its transloading facility. In addition, the company develops Railtronix, an inventory management software; and all-electric equipment that automates the low pressure section of oil and gas well completion sites. It serves exploration and production, and oilfield services industries. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.
- Leadership
- William A. Zartler
- IPO Date
- May 12, 2017
- Employees
- 364
- Street Address
- 9651 Katy Freeway
- Mailing
- Houston, TX, 77024
- Region
- Houston, TX, US
- Reporting Currency
- USD
- Investor Line
- 281 501 3070
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 81.5
- EV/EBITDA
- 23.7
- Price/Sales
- 7.5
- Price/Book
- 6.7
Growth
- Revenue
- +98.7%
- EPS
- +35.3%
- Free Cash Flow
- -239.1%
Profitability
- Gross Margin
- 34.0%
- Operating Margin
- 23.9%
- Net Margin
- 6.7%
- ROE
- 9.9%
- ROIC
- 6.2%
Balance Sheet
- Debt/Equity
- 1.91
- Current Ratio
- 2.96
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.