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 ($5.2B and $4.9B). Cactus, Inc. trades at the lower P/E: 51.9× against 61.5×. 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; Cactus, Inc. yields more (0.92% vs 0.77%). 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 61.51 51.92 22.50
P/S 4.87 3.15 1.17
P/B 3.20 2.94 1.82
Price to free cash flow n/m 13.03 13.72
EV/EBITDA 18.41 10.97 8.68
EV/Sales 7.21 2.91 1.34
Earnings yield 1.63% 1.93% 3.94%
Free cash flow yield (19.50%) 7.68% 5.66%

Profitability

Metric SEI WHD Oil & Gas Equipment & Services median
Gross margin 49.92% 33.23% 23.26%
Operating margin 24.25% 18.65% 9.34%
Net margin 6.95% 6.01% 4.69%
Free cash flow margin (95.04%) 24.19% 5.35%
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%) (13.00%)
Revenue growth, 5-year CAGR 43.30% 25.36% 14.44%
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 2.07
Net debt to EBITDA 3.59 (1.54) 0.75

Dividend

Metric SEI WHD Oil & Gas Equipment & Services median
Dividend yield 0.77% 0.92% 1.51%
Payout ratio 0.56 0.49 0.38

Size

Metric SEI WHD Oil & Gas Equipment & Services median
Market cap 5.22b 4.91b 1.63b

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