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 ($4.4B and $4.1B). Cactus, Inc. trades at the lower P/E: 37.6× against 50.4×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 40.4%. Solaris Energy Infrastructure, Inc. has the higher net margin (6.95% vs 6.69%) and the lower return on invested capital (3.93% vs 15.1%). Both pay a dividend; Cactus, Inc. yields more (1.03% vs 0.93%). Across the 22 metrics below, Cactus, Inc. leads on 15 and Solaris Energy Infrastructure, Inc. on 7.

Valuation

Metric SEI WHD Oil & Gas Equipment & Services median
P/E 50.38 37.56 20.53
P/S 3.99 2.52 1.08
P/B 2.62 2.52 1.64
Price to free cash flow n/m 13.85 12.36
EV/EBITDA 16.16 8.74 8.00
EV/Sales 6.33 2.31 1.29
Earnings yield 1.98% 2.66% 3.88%
Free cash flow yield (23.81%) 7.22% 5.18%

Profitability

Metric SEI WHD Oil & Gas Equipment & Services median
Gross margin 49.92% 33.51% 22.88%
Operating margin 24.25% 18.76% 7.44%
Net margin 6.95% 6.69% 4.12%
Free cash flow margin (95.04%) 18.21% 3.10%
Return on equity 5.46% 7.00% 5.46%
Return on assets 1.86% 4.61% 2.63%
Return on invested capital 3.93% 15.12% 4.26%

Growth

Metric SEI WHD Oil & Gas Equipment & Services median
Revenue growth (TTM) 70.52% 40.37% 4.65%
EPS growth (last fiscal year) 32.00% (13.00%) (13.00%)
Revenue growth, 5-year CAGR 43.30% 25.36% 12.57%
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 0.44
Current ratio 4.12 3.06 2.04
Net debt to EBITDA 3.59 (1.54) 1.12

Dividend

Metric SEI WHD Oil & Gas Equipment & Services median
Dividend yield 0.93% 1.03% 1.49%
Payout ratio 0.56 0.40 0.36

Size

Metric SEI WHD Oil & Gas Equipment & Services median
Market cap 4.05b 4.42b 1.44b

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