Baker Hughes Company (BKR) vs Solaris Energy Infrastructure, Inc. (SEI)

Baker Hughes Company and Solaris Energy Infrastructure, Inc. are both Oil & Gas Equipment & Services companies. Baker Hughes Company is the larger, with a market value of $56.7B against $5.7B — 10.0× the size. Baker Hughes Company trades at the lower P/E: 18.4× against 69.8×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 0.42%. Baker Hughes Company has the higher net margin (11.2% vs 6.95%) and the higher return on invested capital (12.2% vs 3.93%). Both pay a dividend; Solaris Energy Infrastructure, Inc. yields more (5.88% vs 2.83%). Across the 21 metrics below, Baker Hughes Company leads on 14 and Solaris Energy Infrastructure, Inc. on 7.

Valuation

Metric BKR SEI Oil & Gas Equipment & Services median
P/E 18.42 69.75 24.78
P/S 2.07 5.53 1.28
P/B 2.86 3.63 1.85
Price to free cash flow 17.08 n/m 15.03
EV/EBITDA 10.88 20.08 8.93
EV/Sales 2.09 7.86 1.40
Earnings yield 5.43% 1.43% 3.12%
Free cash flow yield 5.86% (17.20%) 5.01%

Profitability

Metric BKR SEI Oil & Gas Equipment & Services median
Gross margin 23.57% 49.92% 23.27%
Operating margin 14.52% 24.25% 9.34%
Net margin 11.17% 6.95% 4.69%
Free cash flow margin 12.12% (95.04%) 5.05%
Return on equity 16.32% 5.46% 4.92%
Return on assets 6.78% 1.86% 2.37%
Return on invested capital 12.21% 3.93% 4.32%

Growth

Metric BKR SEI Oil & Gas Equipment & Services median
Revenue growth (TTM) 0.42% 70.52% 6.08%
EPS growth (last fiscal year) (12.75%) 32.00% —
Revenue growth, 5-year CAGR 6.02% 43.30% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BKR SEI Oil & Gas Equipment & Services median
Debt to equity 0.81 2.24 0.46
Current ratio 2.09 4.12 2.11
Net debt to EBITDA 0.52 3.59 0.76

Dividend

Metric BKR SEI Oil & Gas Equipment & Services median
Dividend yield 2.83% 5.88% 2.12%
Payout ratio 0.65 0.51 0.00

Size

Metric BKR SEI Oil & Gas Equipment & Services median
Market cap 56.69b 5.69b 1.81b

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