Business Description
ISIN : US83418M1036
Share Class Description:
SEI: Class ATotal Employee Number:
468Financial Strength
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.33 | |||||
Equity-to-Asset | 0.21 | |||||
Debt-to-Equity | 2.79 | |||||
Debt-to-EBITDA | 13.37 | |||||
Interest Coverage | 4.79 | |||||
Piotroski F-Score | 5/9 | |||||
Altman Z-Score | 1.37 | |||||
Beneish M-Score | -2.51 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 7.3 | |||||
3-Year EBITDA Growth Rate | 17.6 | |||||
3-Year EPS without NRI Growth Rate | 20.5 | |||||
3-Year FCF Growth Rate | -174.8 | |||||
3-Year Book Growth Rate | 16 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 48.73 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 42.57 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 84.89 | |||||
9-Day RSI | 70.56 | |||||
14-Day RSI | 61.47 | |||||
3-1 Month Momentum % | -19.73 | |||||
6-1 Month Momentum % | 18.38 | |||||
12-1 Month Momentum % | 123.35 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 4.12 | |||||
Quick Ratio | 4.03 | |||||
Cash Ratio | 3.18 | |||||
Days Inventory | 12.15 | |||||
Days Sales Outstanding | 67.61 | |||||
Days Payable | 58.42 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 0.72 | |||||
Dividend Payout Ratio | 0.32 | |||||
3-Year Dividend Growth Rate | 4.6 | |||||
Forward Dividend Yield % | 0.72 | |||||
5-Year Yield-on-Cost % | 0.85 | |||||
3-Year Average Share Buyback Ratio | -18.8 | |||||
Shareholder Yield % | -24.2 |
Profitability Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 35.47 | |||||
Operating Margin % | 24.25 | |||||
Net Margin % | 7.19 | |||||
EBITDA Margin % | 24.68 | |||||
FCF Margin % | -95.49 | |||||
OCF Margin % | 55.72 | |||||
ROE % | 8.58 | |||||
ROA % | 2.21 | |||||
ROIC % | 6.71 | |||||
3-Year ROIIC % | 5.78 | |||||
ROC (Joel Greenblatt) % | 8.27 | |||||
ROCE % | 6.29 | |||||
Years of Profitability over Past 10-Year | 6 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 6 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 79.72 | |||||
Forward PE Ratio | 30.25 | |||||
PE Ratio without NRI | 45.26 | |||||
Shiller PE Ratio | 107.56 | |||||
Price-to-Owner-Earnings | 428.82 | |||||
PS Ratio | 5.93 | |||||
PB Ratio | 4.72 | |||||
Price-to-Tangible-Book | 5.85 | |||||
Price-to-Operating-Cash-Flow | 11.11 | |||||
EV-to-EBIT | 45.06 | |||||
EV-to-Forward-EBIT | 250.24 | |||||
EV-to-EBITDA | 34.08 | |||||
EV-to-Forward-EBITDA | 13.47 | |||||
EV-to-Revenue | 8.41 | |||||
EV-to-Forward-Revenue | 2.94 | |||||
EV-to-FCF | -8.81 | |||||
Price-to-GF-Value | 2.65 | |||||
Price-to-Graham-Number | 3.43 | |||||
Earnings Yield (Greenblatt) % | 2.22 | |||||
FCF Yield % | -16.32 |
Solaris Energy Infrastructure Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Solaris Energy Infrastructure Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-26 | In 170 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-02-25 09:00 | In 170 days | ||
| Fourth quarter earnings results for 2026 | 2027-02-24 | In 168 days | ||
| Third quarter earnings conference call for 2026 | 2026-11-04 09:00 | In 57 days | ||
| Third quarter earnings results for 2026 | 2026-11-03 | In 55 days | ||
| USD 0.120000 Cash Dividend | 2026-09-15 | In 6 days | ||
| Second quarter earnings conference call for 2026 | 2026-08-06 09:00 | 55.57 (-3.12%) | ||
| Second quarter earnings results for 2026 | 2026-08-05 | 57.92 (+1.26%) | ||
| USD 0.120000 Cash Dividend | 2026-06-02 | 68.70 (-1.55%) | ||
| General meeting for 2026 | 2026-05-15 09:00 | 78.27 (+1.36%) |
Guru Commentaries on NYSE:SEI
Solaris Energy Infrastructure provides behind-the-meter, modular natural-gas power generation for AI data centers and other users through a power-as-a-service model. Accelerating data-center power demand, grid reliability issues, and long lead times for traditional generation support demand for its solutions, which offer high-margin contracted cash flows and attractive returns. The company is well-positioned to capitalize on these trends, making it a compelling addition to the portfolio.
Strength in Solaris Energy allowed the Strategy to finish ahead of the index despite the impact of commodity headwinds on our other positions. This performance indicates a robust underlying business that is contributing positively to our overall strategy, showcasing its resilience in a challenging market environment.
Solaris Energy Infrastructure (SEI) has demonstrated significant growth potential following its transformative acquisition of Mobile Energy Rentals (MER) for approximately $200 million, paying 4x EBITDA. This acquisition positions SEI as a key provider of mobile power generation for hyperscale data centers, a market with increasing demand. The management's execution has been strong, with EBITDA expected to exceed $300 million this year and projected to more than double to $600 million by 2028, driven by substantial end-market demand. SEI's stock has responded positively to these developments, reflecting its growth trajectory.
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