Halliburton Company (HAL) vs Solaris Energy Infrastructure, Inc. (SEI)

Halliburton Company and Solaris Energy Infrastructure, Inc. are both Oil & Gas Equipment & Services companies. Halliburton Company is the larger, with a market value of $27.1B against $5.7B — 4.8× the size. Halliburton Company trades at the lower P/E: 17.2× against 69.8×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 0.63%. Halliburton Company has the higher net margin (7.16% vs 6.95%) and the higher return on invested capital (9.89% vs 3.93%). Both pay a dividend; Solaris Energy Infrastructure, Inc. yields more (5.88% vs 1.95%). Across the 21 metrics below, Halliburton Company leads on 14 and Solaris Energy Infrastructure, Inc. on 7.

Valuation

Metric HAL SEI Oil & Gas Equipment & Services median
P/E 17.15 69.75 24.78
P/S 1.22 5.53 1.28
P/B 2.48 3.63 1.85
Price to free cash flow 14.10 n/m 15.03
EV/EBITDA 8.72 20.08 8.93
EV/Sales 1.45 7.86 1.40
Earnings yield 5.83% 1.43% 3.12%
Free cash flow yield 7.09% (17.20%) 5.01%

Profitability

Metric HAL SEI Oil & Gas Equipment & Services median
Gross margin 15.08% 49.92% 23.27%
Operating margin 11.44% 24.25% 9.34%
Net margin 7.16% 6.95% 4.69%
Free cash flow margin 8.68% (95.04%) 5.05%
Return on equity 14.83% 5.46% 4.92%
Return on assets 6.26% 1.86% 2.37%
Return on invested capital 9.89% 3.93% 4.32%

Growth

Metric HAL SEI Oil & Gas Equipment & Services median
Revenue growth (TTM) 0.63% 70.52% 6.08%
EPS growth (last fiscal year) (47.00%) 32.00% —
Revenue growth, 5-year CAGR 8.96% 43.30% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric HAL SEI Oil & Gas Equipment & Services median
Debt to equity 0.65 2.24 0.46
Current ratio 2.02 4.12 2.11
Net debt to EBITDA 1.46 3.59 0.76

Dividend

Metric HAL SEI Oil & Gas Equipment & Services median
Dividend yield 1.95% 5.88% 2.12%
Payout ratio 0.21 0.51 0.00

Size

Metric HAL SEI Oil & Gas Equipment & Services median
Market cap 27.12b 5.69b 1.81b

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