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 $76.3B against $5.7B — 13.4× the size. SLB Limited trades at the lower P/E: 24.8× against 69.8×. 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; Solaris Energy Infrastructure, Inc. yields more (5.88% vs 2.28%). Across the 21 metrics below, SLB Limited leads on 14 and Solaris Energy Infrastructure, Inc. on 7.

Valuation

Metric SEI SLB Oil & Gas Equipment & Services median
P/E 69.75 24.78 24.78
P/S 5.53 2.11 1.28
P/B 3.63 2.82 1.85
Price to free cash flow n/m 17.02 15.03
EV/EBITDA 20.08 11.56 8.93
EV/Sales 7.86 2.36 1.40
Earnings yield 1.43% 4.04% 3.12%
Free cash flow yield (17.20%) 5.88% 5.01%

Profitability

Metric SEI SLB Oil & Gas Equipment & Services median
Gross margin 49.92% 16.54% 23.27%
Operating margin 24.25% 12.35% 9.34%
Net margin 6.95% 8.53% 4.69%
Free cash flow margin (95.04%) 12.41% 5.05%
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%) —
Revenue growth, 5-year CAGR 43.30% 8.63% 10.60%
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 2.11
Net debt to EBITDA 3.59 0.74 0.76

Dividend

Metric SEI SLB Oil & Gas Equipment & Services median
Dividend yield 5.88% 2.28% 2.12%
Payout ratio 0.51 0.31 0.00

Size

Metric SEI SLB Oil & Gas Equipment & Services median
Market cap 5.69b 76.33b 1.81b

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