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Solaris Energy InfrastructureSEI +1.15%74 ROC (Joel Greenblatt) % is 11.47% as of Mar. 2026, which is 4% below its 10-year median of 11.96. GuruFocus rates SEI with a GF Score™ of 74/100 and a GF Value™ of $20.02 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 997 Oil & Gas companies, Solaris Energy Infrastructure ranks better than 53.86% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Solaris Energy Infrastructure's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 11.47%.
The historical rank and industry rank for Solaris Energy Infrastructure's ROC (Joel Greenblatt) % or its related term are showing as below:
SEI'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -20.04 Med: 11.96 Max: 42.09
Current: 9.81
During the past 11 years, Solaris Energy Infrastructure's highest ROC (Joel Greenblatt) % was 42.09%. The lowest was -20.04%. And the median was 11.96%.
SEI's ROC (Joel Greenblatt) % is ranked better than 53.86% of 997
companies
in the Oil & Gas industry
Industry Median: 8.55
vs SEI: 9.81
Solaris Energy Infrastructure (NYSE:SEI) ROC (Joel Greenblatt) % Explanation
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Solaris Energy Infrastructure ROC (Joel Greenblatt) % Chart
SEI vs LBRT, OII, USAC: ROC (Joel Greenblatt) % Comparison
For the Oil & Gas Equipment & Services subindustry, Solaris Energy Infrastructure's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Solaris Energy Infrastructure ROC (Joel Greenblatt) % vs Oil & Gas Industry
For the Oil & Gas industry and Energy sector, Solaris Energy Infrastructure's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Solaris Energy Infrastructure's ROC (Joel Greenblatt) % falls into.
Solaris Energy Infrastructure ROC (Joel Greenblatt) % Calculation
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a ROC (Joel Greenblatt) % of 11.47% mean?
Solaris Energy Infrastructure (SEI) has a ROC (Joel Greenblatt) % of 11.47% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Solaris Energy Infrastructure and its competitors. This is near median its historical median of 11.96. According to the industry distribution chart, Solaris Energy Infrastructure ranks #460 out of 997 companies in the Oil & Gas industry, placing it in the top 46.1%.
Is Solaris Energy Infrastructure's ROC (Joel Greenblatt) % too high?
Solaris Energy Infrastructure's current ROC (Joel Greenblatt) % of 11.47% is near median its 10-year median of 11.96. The Oil & Gas industry median ROC (Joel Greenblatt) % is 8.55. Solaris Energy Infrastructure's value of 11.47% is 34.2% above this industry median. Based on the distribution chart, Solaris Energy Infrastructure ranks #460 out of 997 companies in the Oil & Gas industry, which is above the industry midpoint. Overall, Solaris Energy Infrastructure has a GF Score™ of 74/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Solaris Energy Infrastructure's ROC (Joel Greenblatt) % compare to LBRT and OII?
According to the Oil & Gas industry distribution chart, Solaris Energy Infrastructure ranks #460 out of 997 companies for ROC (Joel Greenblatt) %. This puts Solaris Energy Infrastructure in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 8.55. Solaris Energy Infrastructure's value of 11.47% is 34.2% above this benchmark. While the company's 10-year median is 11.96 vs. the industry median of 8.55, Solaris Energy Infrastructure has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Oil & Gas company?
The median ROC (Joel Greenblatt) % among Oil & Gas companies is 8.55, based on 997 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Solaris Energy Infrastructure's current ROC (Joel Greenblatt) % of 11.47% is 34.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Solaris Energy Infrastructure and its competitors. For the Oil & Gas industry, the median ROC (Joel Greenblatt) % is 8.55 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Solaris Energy Infrastructure's current ROC (Joel Greenblatt) % is 11.47%, which is near median its own 10-year median of 11.96. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Solaris Energy Infrastructure stock overvalued right now?
Based on GuruFocus' analysis, Solaris Energy Infrastructure (SEI) is currently considered Significantly Overvalued. The stock's GF Value™ is $20.02, compared to a current price of $67.93 — trading 239.3% above its estimated fair value. The current ROC (Joel Greenblatt) % is 11.47%, which is near median its 10-year median of 11.96 and 34.2% above the Oil & Gas industry median of 8.55. Solaris Energy Infrastructure's overall GF Score™ is 74/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Solaris Energy Infrastructure (SEI), the current ROC (Joel Greenblatt) % is 11.47% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Solaris Energy Infrastructure (SEI) Overvalued in 2026?
Based on GuruFocus' analysis, Solaris Energy Infrastructure stock appears to be overvalued.
The current stock price of $67.93 is trading 239.3% above its estimated GF Value™ of $20.02.
GuruFocus considers Solaris Energy Infrastructure to be Significantly Overvalued.
Key valuation signals for SEI:
ROC (Joel Greenblatt) %: 11.47% (near median its 10-year median of 11.96)
GF Value™: $20.02 vs. price of $67.93 (239.3% above fair value)
Industry Position: 34.2% above the Oil & Gas median (#460 of 997)
No single metric tells the full story. See the SEI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Solaris Energy Infrastructure Business Description
Solaris Energy Infrastructure Inc provides modular and scalable equipment-based solutions for power generation, control, distribution, and the management of raw materials in oil and natural gas well completions. Its solutions are Solaris software suite, Fluid management system, Automated control systems, Field services, Last mile logistics management, Wet sand solutions, Power Solutions, and Integrated wellsite solution, among others. Solaris serves multiple U.S. end markets, including data center, energy, and other commercial and industrial sectors. The company has two reportable business segments: Solaris Power Solutions and Solaris Logistics Solutions. Maximum revenue is generated from the Solaris Power Solutions segment, delivering power generation and distribution solutions.
74GF Score
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