SEI
EnergySolaris Energy Infrastructure, Inc. · Oil & Gas Equipment & Services · $5B
What is Solaris Energy Infrastructure, Inc.?
Solaris Energy Infrastructure, Inc. is a Houston-based mid-cap company that designs and manufactures specialized equipment for U.S. oil and gas operators. Formerly known as Solaris Oilfield Infrastructure, the company rebranded in September 2024 to reflect a broader energy infrastructure focus.
Solaris Energy Infrastructure generates revenue by supplying purpose-built equipment to oil and natural gas well completion sites, alongside technician support, last-mile logistics, and mobilization services. The company also operates a proppant transloading and storage facility and develops Railtronix, a proprietary inventory management software platform. Its all-electric equipment line targets the automation of low-pressure well completion operations, positioning the company at the intersection of traditional oilfield services and energy technology.
Founded in 2014 and headquartered in Houston, Texas, Solaris has grown into a niche provider serving the U.S. oilfield services and exploration and production industries.
- Specialized well completion equipment for oil and gas operators
- Last-mile logistics and mobilization services
- Proppant transloading and railcar storage
- Railtronix inventory management software
- All-electric automated completion site equipment
Is SEI a Good Stock to Buy?
UQS Score rates SEI as Below Average overall, reflecting meaningful weaknesses across several fundamental pillars.
The standout feature in SEI's profile is its Growth pillar, which rates Strong — suggesting the company is expanding at a pace that outpaces many peers in the energy sector. This growth trajectory is a notable positive in an otherwise cautious picture.
Quality, Moat, and Risk all rate Weak, indicating that earnings durability, competitive defensibility, and balance-sheet or operational risk factors each warrant careful scrutiny. Valuation sits at Neutral, offering neither a clear margin of safety nor an obvious premium.
Pro members can view the complete pillar breakdown and underlying financial metrics to assess whether SEI's growth story offsets its structural weaknesses. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does SEI pay dividends?
Yes — Solaris Energy Infrastructure, Inc. pays a dividend.
SEI pays a regular dividend, which is somewhat uncommon for a growth-oriented mid-cap in the oilfield services space. Income-focused investors may find this appealing, though the Weak Risk and Quality ratings suggest it is worth verifying the sustainability of that payout relative to the company's cash generation profile.
When does SEI report earnings?
Solaris Energy Infrastructure reports earnings on a quarterly cadence, consistent with standard practice for U.S.-listed equities.
The company's Strong Growth pillar suggests recent results have reflected meaningful top-line expansion, though Weak Quality and Risk ratings indicate that profitability consistency and cash flow durability remain areas to watch across reporting periods.
For the most recent quarter's results and guidance, visit Solaris Energy Infrastructure's investor relations page directly.
SEI Price History
+692.1% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Solaris Energy Infrastructure, Inc.?
Based on Solaris Energy Infrastructure, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
SEI Long-term Outlook
SEI's Strong Growth pillar points to a business that is scaling meaningfully within U.S. oilfield services and energy infrastructure. However, the Weak Risk pillar introduces uncertainty around how durable that growth trajectory may prove across commodity cycles. The Neutral Valuation pillar suggests the market has partially priced in the growth opportunity without assigning a significant premium or discount. Investors weighing the long-term outlook should balance the expansion potential against the company's limited competitive moat and quality concerns.
Growth drivers
- Adoption of all-electric, automated well completion equipment
- Expansion of Railtronix software across operator customer base
- Growing demand for last-mile logistics in U.S. oil and gas basins
Key risks
- Commodity price volatility reducing operator capital spending
- Weak moat leaves SEI exposed to competition on pricing and technology
- Weak Risk pillar signals potential balance-sheet or operational vulnerabilities
SEI vs Peers
SEI operates in a competitive segment of U.S. energy services, facing peers with differing business models and scale.
Liberty Energy focuses on hydraulic fracturing services at scale, competing with SEI on well completion technology but with a broader service footprint.
Tidewater operates offshore marine vessels globally, representing a different geographic and operational profile compared to SEI's onshore U.S. focus.
LandBridge centers on surface land and resource management in energy basins, offering a distinct asset-based model relative to SEI's equipment and logistics approach.
Frequently Asked Questions
What does Solaris Energy Infrastructure do?
Solaris Energy Infrastructure designs and manufactures specialized equipment for U.S. oil and natural gas well completion sites. The company also provides last-mile logistics, technician support, proppant transloading, and develops Railtronix, a proprietary inventory management software. Its all-electric equipment line targets automation of low-pressure completion operations.
Does SEI pay dividends?
Yes, Solaris Energy Infrastructure pays a regular dividend. This is relatively uncommon among growth-oriented mid-cap oilfield equipment companies. Investors should review the company's cash flow profile and payout history — available on the investor relations page — to assess sustainability.
When does SEI report earnings?
Solaris Energy Infrastructure follows a standard quarterly earnings cadence for U.S.-listed companies. For the exact schedule and most recent results, check the company's investor relations page, as specific dates are subject to change.
Is SEI a good stock to buy?
UQS Score rates SEI as Below Average overall. While the Growth pillar is Strong, the Quality, Moat, and Risk pillars all rate Weak. That combination suggests meaningful fundamental concerns alongside the growth story. Pro members can access the full pillar breakdown to form a more complete view.
Is SEI overvalued?
SEI's Valuation pillar rates Neutral, meaning the stock does not appear obviously cheap or expensive relative to its fundamentals at the time of scoring. Given the Weak Quality and Risk ratings, a Neutral valuation does not necessarily imply a margin of safety.
How does SEI compare to its competitors?
Compared to peers like Liberty Energy, Tidewater, and LandBridge, SEI occupies a niche focused on onshore U.S. well completion equipment and logistics. Its Strong Growth pillar may differentiate it from slower-growing peers, though its Weak Moat suggests limited pricing power relative to larger or more diversified competitors.
What is SEI's market cap bracket?
Solaris Energy Infrastructure is classified as a mid-cap company. This places it in a segment that can offer growth potential beyond large-cap incumbents while carrying more risk than the largest energy infrastructure players.
Who founded Solaris Energy Infrastructure?
Solaris Energy Infrastructure was founded in 2014 and is headquartered in Houston, Texas. Detailed founding history and leadership background are publicly available through the company's investor relations materials and SEC filings.
Is SEI a long-term quality investment?
As a long-term quality indicator, SEI's Below Average UQS Score reflects concerns across Quality, Moat, and Risk pillars that could affect durability over a full market cycle. The Strong Growth pillar is a positive signal, but sustained long-term quality typically requires stronger moat and risk characteristics.
What is the main competitive advantage of Solaris Energy Infrastructure?
Solaris differentiates through its proprietary Railtronix software, all-electric completion equipment, and integrated last-mile logistics capabilities. However, the UQS Moat pillar rates Weak, suggesting these advantages have not yet translated into a strongly defensible competitive position relative to sector peers.
What sector does SEI belong to?
SEI operates in the Energy sector, specifically within oilfield equipment and services. The company serves U.S. exploration and production companies as well as oilfield services firms, making its revenue sensitive to domestic drilling and completion activity levels.
Is SEI a growth stock or value stock?
Based on UQS pillar labels, SEI leans toward growth — its Growth pillar rates Strong while Valuation sits at Neutral. It does not present as a classic deep-value opportunity, nor does its quality profile fully support a premium growth-stock classification.
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Pro Analysis
SEI — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 21, 2026 | 42.1 | 34.8 | 28.0 | 85.0 | 13.4 | 49.2 | +0.2 |
| May 16, 2026 | 41.9 | 34.8 | 28.0 | 85.0 | 13.4 | 47.8 | 0.0 |
| May 14, 2026 | 41.9 | 34.8 | 28.0 | 85.0 | 13.4 | 48.1 | -0.1 |
| May 12, 2026 | 42.0 | 34.8 | 28.0 | 85.0 | 13.4 | 48.6 | -4.7 |
| May 10, 2026 | 46.7 | 24.7 | 28.0 | 85.0 | 43.4 | 66.6 | 0.0 |
| May 8, 2026 | 46.7 | 24.7 | 28.0 | 85.0 | 43.4 | 66.8 | +1.6 |
| May 7, 2026 | 45.1 | 31.7 | 28.0 | 85.0 | 39.7 | 48.1 | -0.1 |
| May 5, 2026 | 45.2 | 31.7 | 28.0 | 85.0 | 39.7 | 49.2 | 0.0 |
| May 1, 2026 | 45.2 | 31.7 | 28.0 | 85.0 | 39.7 | 48.9 | +0.2 |
| Apr 26, 2026 | 45.0 | 31.7 | 28.0 | 85.0 | 39.7 | 47.7 | -0.2 |
SEI — Pillar Breakdown
Quality
— 34.8/100 (25%)Solaris Energy Infrastructure, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 85.0/100 (20%)Solaris Energy Infrastructure, Inc. is growing rapidly with strong revenue and earnings expansion.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 13.4/100 (15%)Solaris Energy Infrastructure, Inc. presents elevated risk with concerns around leverage or financial stability.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 49.0/100 (15%)Solaris Energy Infrastructure, Inc. has a mixed valuation — some metrics suggest fair value while others appear stretched.
Inverse of forward P/E — higher yield means cheaper stock.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 28/100 (25%)Solaris Energy Infrastructure, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for SEI.
Score Composition
Financial Data
More Stock Analysis
How is the SEI UQS Score Calculated?
The UQS (Unified Quality Score) for Solaris Energy Infrastructure, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Solaris Energy Infrastructure, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Solaris Energy Infrastructure, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.