Solaris Energy Infrastructure (SEI) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Solaris Energy Infrastructure

NYSE•Energy•Oil & Gas Equipment & Services

$64.60+2.98(0.05%)Pre-market

Market Cap

$4.10B

P/E

74.8x

P/S

5.4x

P/B

4.5x

Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector. It also provides site preparation, specialized structural and foundational work, and gas pipeline construction services. The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions. 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.

How this company scores

AverageMetricSide Score: 50/100

Strongest: Growth (22/25); weakest: Cash & Earnings Quality (1/25).

Profitability17/25

Growth22/25

Balance Sheet & Red Flags10/25

Cash & Earnings Quality1/25

Strengths

Growing revenueStrong marginsRising earningsConsistent growth

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 74.8x5y range 9.0x – 89.8x

Currently above its 18-quarter median.

P/S · 5.4x5y range 0.7x – 5.4x

Currently above its 20-quarter median.

P/B · 4.5x5y range 1.0x – 4.5x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

High Risk

Earnings Quality

Red Flag

Free cash flow has been negative in 7 of the last 8 quarters — earnings are not translating to cash.

Leverage Risk

Watch

Debt-to-equity has risen 83.1% recently — increasing financial risk even if the current ratio is manageable.

Price & Volume

Market Cap $4.10B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $762.18M
Q. Revenue: $219.40M
TTM EBITDA: $274.81M
TTM Op. Income: $184.83M
Q. Op. Income: $56.51M
TTM Net Income: $54.82M
Q. Net Income: $20.49M
EPS: $0.34
Shares Out.: $59.21M

$762.18M in TTM revenue grew 70.5% YoY, reaching $219.40M last quarter. TTM EBITDA of $274.81M and TTM operating income of $184.83M show growth is flowing through to the bottom line. TTM net income of $54.82M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has risen for 7 consecutive quarters — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

EBITDA Margin: 31.8%
Op. Margin: 25.8%
Net Margin: 9.3%

Op. margin of 25.8% is up 1.9% YoY — cost efficiency is improving. Net margin at 9.3% Over the past year, operating margin is up 8% — a weakening trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 74.8x
P/S Ratio: 5.4x
P/B Ratio: 4.5x

At 74.8x P/E, the stock trades above typical market levels — the market expects above-average growth. P/S of 5.4x and P/B of 4.5x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Over the past year, P/E is up 58% — a weakening trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $4.21B
Cash: $824.10M
Long-Term Debt: $1.60B
Book Value: $901.98M
D/E Ratio: 1.8
Debt/EBITDA: 22.9

With $4.21B in assets and $1.60B in long-term debt, D/E is 1.8and book value is $901.98M — moderate leverage. Across the last 8 quarters, debt/equity has risen for 2 consecutive quarters — a weakening trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $186.49M
TTM Free Cash Flow: $-727.80M
FCF Margin: -95.5%
FCF / Net Income: -13.3

TTM FCF of $-727.80M on $186.49M in operating cash flow. The FCF / Net Income ratio of -13.3x means the business consumes cash — it is not yet self-funding. Across the last 8 quarters, free cash flow has fallen for 3 consecutive quarters — a weakening trend.