Solaris Energy Infrastructure, Inc. (SEI) vs Tenaris S.A. (TS)

Solaris Energy Infrastructure, Inc. and Tenaris S.A. are both Oil & Gas Equipment & Services companies. Tenaris S.A. is the larger, with a market value of $30.0B against $5.7B — 5.3× the size. Tenaris S.A. trades at the lower P/E: 14.8× against 69.8×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 2.31%. Tenaris S.A. has the higher net margin (15.9% vs 6.95%) and the higher return on invested capital (9.46% vs 3.93%). Both pay a dividend; Solaris Energy Infrastructure, Inc. yields more (5.88% vs 3.64%). Across the 21 metrics below, Tenaris S.A. leads on 14 and Solaris Energy Infrastructure, Inc. on 7.

Valuation

Metric SEI TS Oil & Gas Equipment & Services median
P/E 69.75 14.83 24.78
P/S 5.53 2.33 1.28
P/B 3.63 1.63 1.85
Price to free cash flow n/m 16.49 15.03
EV/EBITDA 20.08 8.93 8.93
EV/Sales 7.86 2.12 1.40
Earnings yield 1.43% 6.74% 3.12%
Free cash flow yield (17.20%) 6.07% 5.01%

Profitability

Metric SEI TS Oil & Gas Equipment & Services median
Gross margin 49.92% 33.90% 23.27%
Operating margin 24.25% 18.51% 9.34%
Net margin 6.95% 15.88% 4.69%
Free cash flow margin (95.04%) 14.11% 5.05%
Return on equity 5.46% 11.24% 4.92%
Return on assets 1.86% 9.39% 2.37%
Return on invested capital 3.93% 9.46% 4.32%

Growth

Metric SEI TS Oil & Gas Equipment & Services median
Revenue growth (TTM) 70.52% 2.31% 6.08%
EPS growth (last fiscal year) 32.00% 1.39% —
Revenue growth, 5-year CAGR 43.30% 18.41% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric SEI TS Oil & Gas Equipment & Services median
Debt to equity 2.24 0.02 0.46
Current ratio 4.12 4.07 2.11
Net debt to EBITDA 3.59 (0.89) 0.76

Dividend

Metric SEI TS Oil & Gas Equipment & Services median
Dividend yield 5.88% 3.64% 2.12%
Payout ratio 0.51 0.16 0.00

Size

Metric SEI TS Oil & Gas Equipment & Services median
Market cap 5.69b 29.95b 1.81b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack