Solaris Energy Infrastructure, Inc. (SEI) vs USA Compression Partners, LP (USAC)

Solaris Energy Infrastructure, Inc. and USA Compression Partners, LP are both Oil & Gas Equipment & Services companies. Solaris Energy Infrastructure, Inc. is the larger, with a market value of $4.1B against $3.5B — 1.2× the size. USA Compression Partners, LP trades at the lower P/E: 21.5× against 50.4×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 29.4%. USA Compression Partners, LP has the higher net margin (12.4% vs 6.95%) and the higher return on invested capital (7.11% vs 3.93%). Both pay a dividend; USA Compression Partners, LP yields more (6.50% vs 0.93%). Across the 21 metrics below, USA Compression Partners, LP leads on 14 and Solaris Energy Infrastructure, Inc. on 7.

Valuation

Metric SEI USAC Oil & Gas Equipment & Services median
P/E 50.38 21.45 20.53
P/S 3.99 2.74 1.08
P/B 2.62 13.59 1.64
Price to free cash flow n/m 12.85 12.36
EV/EBITDA 16.16 9.55 8.00
EV/Sales 6.33 5.07 1.29
Earnings yield 1.98% 4.66% 3.88%
Free cash flow yield (23.81%) 7.78% 5.18%

Profitability

Metric SEI USAC Oil & Gas Equipment & Services median
Gross margin 49.92% 64.04% 22.88%
Operating margin 24.25% 28.88% 7.44%
Net margin 6.95% 12.40% 4.12%
Free cash flow margin (95.04%) 21.31% 3.10%
Return on equity 5.46% 293.85% 5.46%
Return on assets 1.86% 4.99% 2.63%
Return on invested capital 3.93% 7.11% 4.26%

Growth

Metric SEI USAC Oil & Gas Equipment & Services median
Revenue growth (TTM) 70.52% 29.41% 4.65%
EPS growth (last fiscal year) 32.00% 18.06% (13.00%)
Revenue growth, 5-year CAGR 43.30% 8.37% 12.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric SEI USAC Oil & Gas Equipment & Services median
Debt to equity 2.24 11.64 0.44
Current ratio 4.12 1.46 2.04
Net debt to EBITDA 3.59 4.14 1.12

Dividend

Metric SEI USAC Oil & Gas Equipment & Services median
Dividend yield 0.93% 6.50% 1.49%
Payout ratio 0.56 1.39 0.36

Size

Metric SEI USAC Oil & Gas Equipment & Services median
Market cap 4.05b 3.51b 1.44b

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