NOV Inc. (NOV) vs Solaris Energy Infrastructure, Inc. (SEI)

NOV Inc. and Solaris Energy Infrastructure, Inc. are both Oil & Gas Equipment & Services companies. NOV Inc. is the larger, with a market value of $6.2B against $4.1B — 1.5× the size. NOV Inc. trades at the lower P/E: 41.9× against 50.4×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against −0.98%. Solaris Energy Infrastructure, Inc. has the higher net margin (6.95% vs 1.65%) and the lower return on invested capital (3.93% vs 4.26%). Both pay a dividend; NOV Inc. yields more (1.98% vs 0.93%). Across the 21 metrics below, NOV Inc. leads on 12 and Solaris Energy Infrastructure, Inc. on 9.

Valuation

Metric NOV SEI Oil & Gas Equipment & Services median
P/E 41.94 50.38 20.53
P/S 0.72 3.99 1.08
P/B 0.99 2.62 1.64
Price to free cash flow 19.29 n/m 12.36
EV/EBITDA 7.54 16.16 8.00
EV/Sales 0.79 6.33 1.29
Earnings yield 2.38% 1.98% 3.88%
Free cash flow yield 5.18% (23.81%) 5.18%

Profitability

Metric NOV SEI Oil & Gas Equipment & Services median
Gross margin 20.73% 49.92% 22.88%
Operating margin 5.46% 24.25% 7.44%
Net margin 1.65% 6.95% 4.12%
Free cash flow margin 3.72% (95.04%) 3.10%
Return on equity 2.26% 5.46% 5.46%
Return on assets 1.27% 1.86% 2.63%
Return on invested capital 4.26% 3.93% 4.26%

Growth

Metric NOV SEI Oil & Gas Equipment & Services median
Revenue growth (TTM) (0.98%) 70.52% 4.65%
EPS growth (last fiscal year) (75.63%) 32.00% (13.00%)
Revenue growth, 5-year CAGR 7.50% 43.30% 12.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric NOV SEI Oil & Gas Equipment & Services median
Debt to equity 0.27 2.24 0.44
Current ratio 2.51 4.12 2.04
Net debt to EBITDA 0.18 3.59 1.12

Dividend

Metric NOV SEI Oil & Gas Equipment & Services median
Dividend yield 1.98% 0.93% 1.49%
Payout ratio 0.83 0.56 0.36

Size

Metric NOV SEI Oil & Gas Equipment & Services median
Market cap 6.20b 4.05b 1.44b

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