Oceaneering International, Inc. (OII) vs Solaris Energy Infrastructure, Inc. (SEI)

Oceaneering International, Inc. and Solaris Energy Infrastructure, Inc. are both Oil & Gas Equipment & Services companies. Solaris Energy Infrastructure, Inc. is the larger, with a market value of $5.7B against $4.7B — 1.2× the size. Oceaneering International, Inc. trades at the lower P/E: 13.3× against 69.8×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 3.84%. Oceaneering International, Inc. has the higher net margin (12.2% vs 6.95%) and the higher return on invested capital (18.1% vs 3.93%). Across the 20 metrics below, Oceaneering International, Inc. leads on 14 and Solaris Energy Infrastructure, Inc. on 6.

Valuation

Metric OII SEI Oil & Gas Equipment & Services median
P/E 13.29 69.75 24.78
P/S 1.61 5.53 1.28
P/B 3.95 3.63 1.85
Price to free cash flow 19.86 n/m 15.03
EV/EBITDA 11.37 20.08 8.93
EV/Sales 1.60 7.86 1.40
Earnings yield 7.52% 1.43% 3.12%
Free cash flow yield 5.03% (17.20%) 5.01%

Profitability

Metric OII SEI Oil & Gas Equipment & Services median
Gross margin 19.82% 49.92% 23.27%
Operating margin 10.37% 24.25% 9.34%
Net margin 12.19% 6.95% 4.69%
Free cash flow margin 8.08% (95.04%) 5.05%
Return on equity 34.71% 5.46% 4.92%
Return on assets 13.96% 1.86% 2.37%
Return on invested capital 18.09% 3.93% 4.32%

Growth

Metric OII SEI Oil & Gas Equipment & Services median
Revenue growth (TTM) 3.84% 70.52% 6.08%
EPS growth (last fiscal year) 142.36% 32.00% —
Revenue growth, 5-year CAGR 8.78% 43.30% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric OII SEI Oil & Gas Equipment & Services median
Debt to equity 0.42 2.24 0.46
Current ratio 2.18 4.12 2.11
Net debt to EBITDA (0.50) 3.59 0.76

Dividend

Metric OII SEI Oil & Gas Equipment & Services median
Dividend yield — 5.88% 2.12%
Payout ratio 0.00 0.51 0.00

Size

Metric OII SEI Oil & Gas Equipment & Services median
Market cap 4.66b 5.69b 1.81b

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