Solaris Energy Infrastructure, Inc. (SEI) vs Weatherford International PLC (WFRD)

Solaris Energy Infrastructure, Inc. and Weatherford International PLC are both Oil & Gas Equipment & Services companies. Solaris Energy Infrastructure, Inc. and Weatherford International PLC are of similar size ($6.0B and $5.7B). Weatherford International PLC trades at the lower P/E: 16.7× against 69.8×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against −7.17%. Weatherford International PLC has the higher net margin (7.66% vs 6.95%) and the higher return on invested capital (17.8% vs 3.93%). Across the 20 metrics below, Weatherford International PLC leads on 14 and Solaris Energy Infrastructure, Inc. on 6.

Valuation

Metric SEI WFRD Oil & Gas Equipment & Services median
P/E 69.75 16.68 24.78
P/S 5.53 1.28 1.28
P/B 3.63 3.42 1.85
Price to free cash flow n/m 11.50 15.03
EV/EBITDA 20.08 7.27 8.93
EV/Sales 7.86 1.35 1.40
Earnings yield 1.43% 5.99% 3.12%
Free cash flow yield (17.20%) 8.70% 5.01%

Profitability

Metric SEI WFRD Oil & Gas Equipment & Services median
Gross margin 49.92% 30.51% 23.27%
Operating margin 24.25% 12.70% 9.34%
Net margin 6.95% 7.66% 4.69%
Free cash flow margin (95.04%) 11.41% 5.05%
Return on equity 5.46% 22.13% 4.92%
Return on assets 1.86% 7.15% 2.37%
Return on invested capital 3.93% 17.79% 4.32%

Growth

Metric SEI WFRD Oil & Gas Equipment & Services median
Revenue growth (TTM) 70.52% (7.17%) 6.08%
EPS growth (last fiscal year) 32.00% (12.15%) —
Revenue growth, 5-year CAGR 43.30% 5.94% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric SEI WFRD Oil & Gas Equipment & Services median
Debt to equity 2.24 0.83 0.46
Current ratio 4.12 2.34 2.11
Net debt to EBITDA 3.59 0.43 0.76

Dividend

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

Size

Metric SEI WFRD Oil & Gas Equipment & Services median
Market cap 5.69b 6.04b 1.81b

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