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 $6.6B against $5.2B — 1.3× the size. Solaris Energy Infrastructure, Inc. trades at the lower P/E: 61.5× against 72.8×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against −1.72%. Solaris Energy Infrastructure, Inc. has the higher net margin (6.95% vs 1.10%) and the lower return on invested capital (3.93% vs 4.03%). Both pay a dividend; NOV Inc. yields more (1.82% vs 0.77%). Across the 21 metrics below, Solaris Energy Infrastructure, Inc. leads on 11 and NOV Inc. on 10.

Valuation

Metric NOV SEI Oil & Gas Equipment & Services median
P/E 72.81 61.51 22.50
P/S 0.79 4.87 1.17
P/B 1.09 3.20 1.82
Price to free cash flow 11.29 n/m 13.72
EV/EBITDA 8.41 18.41 8.68
EV/Sales 0.85 7.21 1.34
Earnings yield 1.37% 1.63% 3.94%
Free cash flow yield 8.86% (19.50%) 5.66%

Profitability

Metric NOV SEI Oil & Gas Equipment & Services median
Gross margin 20.53% 49.92% 23.26%
Operating margin 5.08% 24.25% 9.34%
Net margin 1.10% 6.95% 4.69%
Free cash flow margin 6.97% (95.04%) 5.35%
Return on equity 1.48% 5.46% 4.92%
Return on assets 0.84% 1.86% 2.37%
Return on invested capital 4.03% 3.93% 4.32%

Growth

Metric NOV SEI Oil & Gas Equipment & Services median
Revenue growth (TTM) (1.72%) 70.52% 6.08%
EPS growth (last fiscal year) (75.63%) 32.00% (13.00%)
Revenue growth, 5-year CAGR 7.50% 43.30% 14.44%
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 0.46
Current ratio 2.42 4.12 2.07
Net debt to EBITDA 0.18 3.59 0.75

Dividend

Metric NOV SEI Oil & Gas Equipment & Services median
Dividend yield 1.82% 0.77% 1.51%
Payout ratio 1.33 0.56 0.38

Size

Metric NOV SEI Oil & Gas Equipment & Services median
Market cap 6.64b 5.22b 1.63b

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