Solaris Energy Infrastructure, Inc. (SEI) vs Cactus, Inc. (WHD)

Solaris Energy Infrastructure, Inc. and Cactus, Inc. are both Oil & Gas Equipment & Services companies. Solaris Energy Infrastructure, Inc. and Cactus, Inc. are of similar size ($5.7B and $5.2B). Cactus, Inc. trades at the lower P/E: 54.0× against 69.8×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 21.8%. Solaris Energy Infrastructure, Inc. has the higher net margin (6.95% vs 6.01%) and the lower return on invested capital (3.93% vs 14.4%). Both pay a dividend; Solaris Energy Infrastructure, Inc. yields more (5.88% vs 1.07%). Across the 22 metrics below, Cactus, Inc. leads on 14 and Solaris Energy Infrastructure, Inc. on 8.

Valuation

Metric SEI WHD Oil & Gas Equipment & Services median
P/E 69.75 54.02 24.78
P/S 5.53 3.28 1.28
P/B 3.63 3.06 1.85
Price to free cash flow n/m 13.55 15.03
EV/EBITDA 20.08 11.41 8.93
EV/Sales 7.86 3.03 1.40
Earnings yield 1.43% 1.85% 3.12%
Free cash flow yield (17.20%) 7.38% 5.01%

Profitability

Metric SEI WHD Oil & Gas Equipment & Services median
Gross margin 49.92% 33.23% 23.27%
Operating margin 24.25% 18.65% 9.34%
Net margin 6.95% 6.01% 4.69%
Free cash flow margin (95.04%) 24.19% 5.05%
Return on equity 5.46% 5.82% 4.92%
Return on assets 1.86% 3.71% 2.37%
Return on invested capital 3.93% 14.36% 4.32%

Growth

Metric SEI WHD Oil & Gas Equipment & Services median
Revenue growth (TTM) 70.52% 21.79% 6.08%
EPS growth (last fiscal year) 32.00% (13.00%) —
Revenue growth, 5-year CAGR 43.30% 25.36% 10.60%
Net income growth, 5-year CAGR 0.00% 36.96% 0.00%

Health

Metric SEI WHD Oil & Gas Equipment & Services median
Debt to equity 2.24 0.01 0.46
Current ratio 4.12 2.59 2.11
Net debt to EBITDA 3.59 (1.54) 0.76

Dividend

Metric SEI WHD Oil & Gas Equipment & Services median
Dividend yield 5.88% 1.07% 2.12%
Payout ratio 0.51 0.22 0.00

Size

Metric SEI WHD Oil & Gas Equipment & Services median
Market cap 5.69b 5.23b 1.81b

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