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Management s Discussion and Analysis of Financial Condition and Results of Operations and Item 13. Other unknown or unpredictable factors also could have material adverse effects on our future results.
$20.33
+$0.49 (+2.47%)
EOD Jul 17, 2026
Operating margin is thin at 2.05%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue declined 3.1% YoY. The question is whether this is cyclical or a structural shift.
At 98x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Free cash flow declined 229% versus the prior year, cash generation momentum has weakened.
98.4x 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)
$1.40B
▼ -3.1% YoY
Net Income (TTM)
$22M
▼ -30.7% YoY
Op. Margin
2.23%
▼ -1.7pp YoY
ROIC
2.10%
▼ -2.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$95M
▼ -229.4% YoY
Op. Cash Flow (TTM)
$230M
▼ -8.6% YoY
Net Debt
$229M
Cash & Equiv.
$56M
5Y CAGR: +18.4%
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At a P/E of 98.4, Select Water Solutions (WTTR)'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, Select Water Solutions scores 7/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 1.5%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Select Water Solutions scores 7 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 2.2% operating margin and a 2.1% 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, Select Water Solutions pays a regular dividend of about $0.30 per share per year (typically in quarterly installments), a yield of roughly 1.5% at the current price. That is a payout ratio of about 156.7% of earnings, so the dividend is stretched at this level. Select Water Solutions has grown the dividend at roughly 77.5% 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 WTTR'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 WTTR's valuation and scores 7/100 on quality (lower-quality). It also yields about 1.5%. 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.