Archrock, Inc. (AROC) vs Solaris Energy Infrastructure, Inc. (SEI)

Archrock, Inc. and Solaris Energy Infrastructure, Inc. are both Oil & Gas Equipment & Services companies. Archrock, Inc. and Solaris Energy Infrastructure, Inc. are of similar size ($5.7B and $5.4B). Archrock, Inc. trades at the lower P/E: 16.4× against 69.8×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 11.5%. Archrock, Inc. has the higher net margin (21.8% vs 6.95%) and the higher return on invested capital (8.96% vs 3.93%). Both pay a dividend; Solaris Energy Infrastructure, Inc. yields more (5.88% vs 3.84%). Across the 21 metrics below, Archrock, Inc. leads on 17 and Solaris Energy Infrastructure, Inc. on 4.

Valuation

Metric AROC SEI Oil & Gas Equipment & Services median
P/E 16.36 69.75 24.78
P/S 3.53 5.53 1.28
P/B 3.42 3.63 1.85
Price to free cash flow 13.07 n/m 15.03
EV/EBITDA 8.80 20.08 8.93
EV/Sales 5.09 7.86 1.40
Earnings yield 6.11% 1.43% 3.12%
Free cash flow yield 7.65% (17.20%) 5.01%

Profitability

Metric AROC SEI Oil & Gas Equipment & Services median
Gross margin 67.34% 49.92% 23.27%
Operating margin 37.15% 24.25% 9.34%
Net margin 21.84% 6.95% 4.69%
Free cash flow margin 26.99% (95.04%) 5.05%
Return on equity 22.19% 5.46% 4.92%
Return on assets 7.40% 1.86% 2.37%
Return on invested capital 8.96% 3.93% 4.32%

Growth

Metric AROC SEI Oil & Gas Equipment & Services median
Revenue growth (TTM) 11.54% 70.52% 6.08%
EPS growth (last fiscal year) 74.29% 32.00% —
Revenue growth, 5-year CAGR 11.23% 43.30% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AROC SEI Oil & Gas Equipment & Services median
Debt to equity 1.51 2.24 0.46
Current ratio 1.39 4.12 2.11
Net debt to EBITDA 2.84 3.59 0.76

Dividend

Metric AROC SEI Oil & Gas Equipment & Services median
Dividend yield 3.84% 5.88% 2.12%
Payout ratio 1.40 0.51 0.00

Size

Metric AROC SEI Oil & Gas Equipment & Services median
Market cap 5.38b 5.69b 1.81b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack