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Our Company We provide modular and scalable equipment-based solutions for power generation, control and distribution, and the management of raw materials in oil and natural gas well completions. Headquartered in Houston, Texas, Solaris serves multiple U.S. end markets, including data center, energy, and other commercial and industrial sectors.
$60.28
$1.11 (-1.81%)
EOD Jul 17, 2026
Margins and capital returns are both well above average: 21.76% operating margin, ROIC at 16.68%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue up 98.7% YoY with margins expanding 4.9pp.
At 81x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Negative free cash flow of -$438M. The business is consuming cash, not generating it.
81.2x earnings. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$692M
▲ +98.7% YoY
Net Income (TTM)
$39M
▲ +90.8% YoY
Op. Margin
23.68%
▲ +4.9pp YoY
ROIC
13.60%
▲ +7.1pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$583M
▼ -239.1% YoY
Op. Cash Flow (TTM)
$262M
▲ +252.2% YoY
Net Debt
$392M
Cash & Equiv.
$344M
5Y CAGR: +43.3%
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At a P/E of 81.2, Solaris Energy Infrastructure (SEI)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Solaris Energy Infrastructure scores 40/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 0.6%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Solaris Energy Infrastructure scores 40 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 23.7% operating margin and a 13.6% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Solaris Energy Infrastructure pays a regular dividend of about $0.33 per share per year (typically in quarterly installments), a yield of roughly 0.6% at the current price. That is a payout ratio of about 62.1% of earnings, so the dividend is well covered. Solaris Energy Infrastructure has grown the dividend at roughly 12.9% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For SEI's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. you should weigh SEI's valuation and scores 40/100 on quality (mixed). It also yields about 0.6%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.