📊 SEI Key Takeaways
Is Solaris Energy Infrastructure, Inc. (SEI) a Good Investment?
Solaris demonstrates exceptional 98.7% revenue growth and maintains strong liquidity (2.96x current ratio) with conservative leverage, indicating market demand and financial stability. However, negative free cash flow of -$437.7M despite positive operating cash flow, combined with net income growth of only 4.4% YoY against 98.7% revenue growth, signals severe capital inefficiency and margin compression that undermines growth quality.
Why Buy Solaris Energy Infrastructure, Inc. Stock? SEI Key Strengths
- Exceptional 98.7% YoY revenue growth indicates strong market demand in oil & gas field machinery sector
- Robust liquidity position with $353.3M cash, 2.96x current ratio, and 2.87x quick ratio
- Conservative capital structure with 0.33x debt/equity ratio and exceptional 213.5x interest coverage ratio
SEI Stock Risks: Solaris Energy Infrastructure, Inc. Investment Risks
- Severe negative free cash flow of -$437.7M despite $209.1M operating cash flow indicates unsustainable capital intensity with $646.8M annual CapEx
- Net income growth of 4.4% YoY dramatically lags revenue growth of 98.7%, suggesting significant margin compression or non-operating expense burden
- Poor returns on capital with ROE of 5.3% and ROA of 1.4% indicate inefficient deployment of invested capital despite aggressive CapEx spending
Key Metrics to Watch
- Free cash flow trajectory and CapEx normalization relative to operating cash generation
- Net income margin expansion and explanation for gap between 21.8% operating margin and 4.8% net margin
- Return on invested capital (ROIC) and capital efficiency improvements in future periods
Solaris Energy Infrastructure, Inc. (SEI) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Strong liquidity with a 2.96x current ratio provides a solid financial cushion.
SEI Profit Margin, ROE & Profitability Analysis
SEI vs Industrial Sector: How Solaris Energy Infrastructure, Inc. Compares
How Solaris Energy Infrastructure, Inc. compares to Industrial sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Solaris Energy Infrastructure, Inc. Stock Overvalued? SEI Valuation Analysis 2026
Based on fundamental analysis, Solaris Energy Infrastructure, Inc. has mixed fundamental signals relative to the Industrial sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Solaris Energy Infrastructure, Inc. Balance Sheet: SEI Debt, Cash & Liquidity
SEI Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Solaris Energy Infrastructure, Inc.'s revenue has grown significantly by 52% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.01 reflects profitable operations.
SEI Revenue Growth, EPS Growth & YoY Performance
SEI Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $75.0M | -$968.0K | N/A |
| Q2 2025 | $73.9M | $6.2M | N/A |
| Q1 2025 | $67.9M | $4.3M | N/A |
| Q3 2024 | $69.7M | -$968.0K | N/A |
| Q2 2024 | $73.9M | $6.2M | N/A |
| Q1 2024 | $67.9M | $4.3M | N/A |
| Q3 2023 | $69.7M | $4.9M | N/A |
| Q2 2023 | $77.2M | $5.5M | N/A |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Solaris Energy Infrastructure, Inc. Dividends, Buybacks & Capital Allocation
SEI SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Solaris Energy Infrastructure, Inc. (CIK: 0001697500)
📋 Recent SEC Filings
❓ Frequently Asked Questions about SEI
What is the AI rating for SEI?
Solaris Energy Infrastructure, Inc. (SEI) has an AI rating of HOLD with 52% confidence, based on fundamental analysis of SEC EDGAR filings.
What are SEI's key strengths?
Claude: Exceptional 98.7% YoY revenue growth indicates strong market demand in oil & gas field machinery sector. Robust liquidity position with $353.3M cash, 2.96x current ratio, and 2.87x quick ratio.
What are the risks of investing in SEI?
Claude: Severe negative free cash flow of -$437.7M despite $209.1M operating cash flow indicates unsustainable capital intensity with $646.8M annual CapEx. Net income growth of 4.4% YoY dramatically lags revenue growth of 98.7%, suggesting significant margin compression or non-operating expense burden.
What is SEI's revenue and growth?
Solaris Energy Infrastructure, Inc. reported revenue of $622.2M.
Does SEI pay dividends?
Solaris Energy Infrastructure, Inc. pays dividends, with $21.8M distributed to shareholders in the trailing twelve months.
Where can I find SEI SEC filings?
Official SEC filings for Solaris Energy Infrastructure, Inc. (CIK: 0001697500) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is SEI's EPS?
Solaris Energy Infrastructure, Inc. has a diluted EPS of $1.59.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is SEI a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Solaris Energy Infrastructure, Inc. has a HOLD rating with 52% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is SEI stock overvalued or undervalued?
Valuation metrics for SEI: ROE of 5.3% (sector avg: 15%), net margin of 4.8% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.
Should I buy SEI stock in 2026?
Our dual AI analysis gives Solaris Energy Infrastructure, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is SEI's free cash flow?
Solaris Energy Infrastructure, Inc.'s operating cash flow is $209.1M, with capital expenditures of $646.8M. FCF margin is -70.3%.
How does SEI compare to other Industrial stocks?
Vs Industrial sector averages: Net margin 4.8% (avg: 10%), ROE 5.3% (avg: 15%), current ratio 2.96 (avg: 1.8).