Solaris Energy Infrastructure, Inc. (SEI) vs SLB Limited (SLB)

Solaris Energy Infrastructure, Inc. and SLB Limited are both Oil & Gas Equipment & Services companies. SLB Limited is the larger, with a market value of $71.8B against $5.2B — 13.8× the size. SLB Limited trades at the lower P/E: 23.8× against 61.5×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 2.50%. SLB Limited has the higher net margin (8.53% vs 6.95%) and the higher return on invested capital (8.18% vs 3.93%). Both pay a dividend; SLB Limited yields more (2.37% vs 0.77%). Across the 21 metrics below, SLB Limited leads on 15 and Solaris Energy Infrastructure, Inc. on 6.

Valuation

Metric SEI SLB Oil & Gas Equipment & Services median
P/E 61.51 23.77 22.50
P/S 4.87 2.03 1.17
P/B 3.20 2.70 1.82
Price to free cash flow n/m 16.33 13.72
EV/EBITDA 18.41 11.11 8.68
EV/Sales 7.21 2.27 1.34
Earnings yield 1.63% 4.21% 3.94%
Free cash flow yield (19.50%) 6.12% 5.66%

Profitability

Metric SEI SLB Oil & Gas Equipment & Services median
Gross margin 49.92% 16.54% 23.26%
Operating margin 24.25% 12.35% 9.34%
Net margin 6.95% 8.53% 4.69%
Free cash flow margin (95.04%) 12.41% 5.35%
Return on equity 5.46% 12.71% 4.92%
Return on assets 1.86% 5.95% 2.37%
Return on invested capital 3.93% 8.18% 4.32%

Growth

Metric SEI SLB Oil & Gas Equipment & Services median
Revenue growth (TTM) 70.52% 2.50% 6.08%
EPS growth (last fiscal year) 32.00% (24.44%) (13.00%)
Revenue growth, 5-year CAGR 43.30% 8.63% 14.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric SEI SLB Oil & Gas Equipment & Services median
Debt to equity 2.24 0.41 0.46
Current ratio 4.12 1.44 2.07
Net debt to EBITDA 3.59 0.74 0.75

Dividend

Metric SEI SLB Oil & Gas Equipment & Services median
Dividend yield 0.77% 2.37% 1.51%
Payout ratio 0.56 0.57 0.38

Size

Metric SEI SLB Oil & Gas Equipment & Services median
Market cap 5.22b 71.79b 1.63b

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