Solaris Energy Infrastructure, Inc. (SEI) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of Solaris Energy Infrastructure, Inc. stock $5.37, price $57.77, that is 90.7% below the price, quality 34 out of 100. Rating: strongly overvalued. Calculated from audited financials with 16 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 7, 2026.
How to read this chart
60‑month range $5.43 – $82.72 · fair‑value band $5.36 – $6.45 · the $57.77 price screens above the $5.37 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 7, 2026.
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Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States.
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It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector.
The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions.
The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.
Stock analysis
Solaris Energy Infrastructure, Inc. (SEI) currently trades at $57.77, while our model-based Fair Value estimate is $5.37, 91% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Growth Earnings group reads highest at a median of $18.80 per share, and 0 of the 16 models we run sit above the $57.77 price.
Bear case: the Dividend Discount group reads lowest at $2.38, and 16 of the 16 models stay below the price. Data coverage for this calculation is low.
Scenario range: $5.36 (bear) to $6.45 (bull), the price of $57.77 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 34/100 (below-average quality), in the Energy sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Solaris Energy Infrastructure, Inc. reported revenue of $622M in FY2025 versus $159M in FY2021, a compound +40.6%/yr. Reported net income was $30.2M in FY2025.
Key figures
Market cap $5.8B Mid · P/E ratio 62.8 · P/S ratio 3.04 · EPS (TTM) $0.9200 · Dividend yield 0.8% · Net margin 4.8% · Return on equity 8.1% · Return on assets (EBIT) 6.1% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 45 out of 100 (low confidence).
What moves the price
The share trades about 30% below its 52-week high and 43% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Energy peers we cover trades at −32% fair-value upside, at −91%, SEI screens richer than that median.
Fair Value models
The price assumes far more growth than our models allow for, so the models scatter widely ($0.1600 to $21.73). Read the Fair Value as a cautious anchor, not a price target; the Growth Forecast section shows what the price assumes.
Bear$5.36Fair Value $5.37Bull$6.45
Price $57.77 · Downside -90.7%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then ($0.3773 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
Residual Income$6.31$6.32$6.6474
EPV$2.24$3.34$4.2572
ROIC Compounder$2.24$3.34$4.2568
All 16 models by family
Earnings-Based
Graham-Dodd$3.12$21.73$30.5061
Lynch FV$11.23$16.04$20.8559
PEG = 1.0$11.23$16.04$20.8555
EPV$2.24$3.34$4.2572
Dividend Discount
Gordon GGM$1.36$2.50$3.5165
DDM Multi-Stage$1.36$2.26$2.6765
Multiples
P/E Multiple$4.81$6.42$8.0263
P/S Multiple$4.39$5.86$7.3257
P/B Multiple$8.19$10.91$13.6455
EV/EBIT$2.27$4.93$7.5961
EV/EBITDA$2.06$4.65$7.2363
EV/Revenuen/a$0.1600>$0.640049
Asset-Based
NCAV (Graham)$3.03$4.06$6.0653
Economic Profit
Residual Income$6.31$6.32$6.6474
ROIC Compounder$2.24$3.34$4.2568
Growth Earnings
Growth-Adj P/E$13.16$18.80$24.4465
The fair value above starts from this blend and is adjusted for dilution from new shares.
In the last 6 months, one officer or director bought shares worth $500,994, on Sep 8, 2026. Over the same period, 3 people sold shares worth $3.2M.
BuyAj TeagueDirector3× since Dec 17, 2025: 18,595 shares, avg. $61.89$1.2MSep 8, 2026
SaleChristopher P. WirtzChief Accounting Officer700 shares at $77.22$54,054May 13, 2026
SaleLaurie H ArgoDirector2× since Dec 17, 2025: 7,500 shares, avg. $64.10$480,751May 12, 2026
SaleChristopher M PowellChief Legal Officer36,852 shares at $74.63$2.8MMay 11, 2026
SaleRay N Walker JRDirector56,841 shares at $72.11$4.1MMay 8, 2026
SaleW Howard Keenan JRDirector2,000,000 shares at $74.50$149.0MMay 6, 2026
SaleKTR Management Company, LLC10% owner2,000,000 shares at $70.75$141.5MApr 30, 2026
SaleCynthia M. DurrettCHIEF ADMINISTRATIVE OFFICER, Director47,011 shares at $44.62$2.1MDec 17, 2025
BuyAmanda M BrockCo-Chief Executive Officer, Director3,669 shares at $40.89$150,025Dec 17, 2025
SaleJames R BurkeDirector11,277 shares at $53.03$598,019Dec 10, 2025
Plus 8 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.52/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Revenue growth 1 year
+98.7%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+24.8%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+43.3%
Start year 2020 (pandemic). Over 10 years: +45.9% a year
Revenue growth 10 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+45.9%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: adjusted.
−6.5%
Earnings growth per share plus dividend.
Earnings per share, growth per year−7.3%
Dividend (yield on the price)0.8%
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.−58% → 22%
News mood ⓘNews mood, the average tone of recent news (97 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Positive
Recent news coverage is more positive than average.
AI conclusion: The company's main strength lies in potential recurring revenue from long-term behind-the-meter power contracts for data centers, while its main weak point is the capital-intensive buildout creating negative free cash flow and leverage pressure.
Main risk: Large senior notes and substantial debt could raise interest costs and limit flexibility if project delays or lower utilization occur, pressuring margins and cash flows for the power fleet buildout.
Bull case: By securing longer-term contracts and integrating engineering services the company could lock in utilization across diversified hyperscalers while its modular gas assets serve as reliable bridge capacity until broader grid or nuclear options scale.
Bear case: If hyperscaler spending slows or SMRs and grid upgrades advance faster than expected the capital-intensive fleet could face chronic underutilization leaving high fixed costs and debt service to erode returns without offsetting revenue growth.
Solaris is expanding its power generation fleet through acquisitions and heavy equipment spending to deliver long-term behind-the-meter contracts for data centers and industrial customers. This capital-intensive shift from its legacy logistics business creates recurring revenue potential but also ongoing reinvestment needs. Will the scale of these contracted deployments generate strong free cash flow, or will the buildout costs and leverage keep returns pressured?
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Oil & Gas Equipment & Services · 166 stocks
Beats the industry median on 5/14 measures
Overall it trails its industry peers.
Valuation
Quality Score34 · Bottom 25%
Fair Value upside−90.7% · Bottom 25%
Profitability
Return on equity (12 months)8.1% · Above median
Return on assets2.7% · Below median
Net margin (12 months)15.5% · Top 25%
Operating margin (12 months)20.3% · Top 25%
Growth and dividend
Revenue growth (quarter YoY)104.4% · Top 25%
Dividend yield (12 months)0.8% · Bottom 25%
Balance sheet
Debt / equity1.88× · Highest 25%
Valuation Multiplesvs Oil & Gas Equipment & Services median · lower = cheaper
P/E (12 months)62.8× · Priciest 25%
P/B10.30× · Priciest 25%
P/S (12 months)12.02× · Priciest 25%
EV/EBITDA45.2× · Priciest 25%
PEG0.94× · Cheaper than median
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 23
FUTURE (revenue growth)100· sector 36
PAST (return on equity)32· sector 28
HEALTH (low debt)6· sector 92
DIVIDEND (yield)17· sector 44
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Solaris Energy Infrastructure, Inc. Fair Value". https://www.fairvalue-calculator.com/stock/SEI
Frequently asked questions
Is Solaris Energy Infrastructure, Inc. (SEI) overvalued or undervalued?
As of Nov 7, 2026, our model estimates a fair value of $5.37 versus a price of $57.77, about 91% lower (overvalued).
What is the fair value of SEI?
Our model-based fair value for Solaris Energy Infrastructure, Inc. is $5.37 (as of Nov 7, 2026), built from audited fundamentals. The current price: $57.77.
What is the quality score of SEI?
Solaris Energy Infrastructure, Inc. has a Quality Score of 34/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Solaris Energy Infrastructure, Inc. (SEI)?
Our model-based price target is the fair value of $5.37 (as of Nov 7, 2026) from 16 valuation models. Cautious scenario $5.36, optimistic scenario $6.45. It is a calculation from audited fundamentals, not an analyst target.
What is the Solaris Energy Infrastructure, Inc. stock forecast for 2026?
Our models put fair value at $5.37, about 91% lower versus a price of $57.77 (overvalued). Cautious scenario $5.36, optimistic scenario $6.45. The calculation is refreshed regularly with new filings.
What is the revenue of Solaris Energy Infrastructure, Inc. (SEI)?
Solaris Energy Infrastructure, Inc. reported trailing-twelve-month revenue of about $936M (latest available figure, as of Nov 7, 2026).
Does Solaris Energy Infrastructure, Inc. pay a dividend?
Solaris Energy Infrastructure, Inc. currently shows a dividend yield of 0.83% relative to its recent price (as of Nov 7, 2026).
How much is the dividend of Solaris Energy Infrastructure, Inc. (SEI) and when is the ex-dividend date?
Solaris Energy Infrastructure, Inc. pays a dividend of $0.48 per share a year, a dividend yield of 0.8%. The next ex-dividend date is Dec 8, 2026. A dividend has been paid every year since at least 2018. The payout ratio is 25.4% of earnings (on adjusted earnings, reported 52.2%). Our assessment: Token dividend. At a yield of 0.8% the dividend is symbolic. On paper it is not fully covered by earnings or free cash flow, but at this size that hardly matters: even scrapping it entirely would cost less than 0.8% a year, and coverage ratios on amounts this small swing with ordinary working-capital movements. Judge this company on its business, not on its dividend.
What is the intrinsic value of Solaris Energy Infrastructure, Inc. (SEI)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Solaris Energy Infrastructure, Inc. it is $5.37 per share (as of Nov 7, 2026), against a price of $57.77. It is the blended result of 16 valuation models in 6 families (Earnings-Based, Dividend Discount, Multiples, Asset-Based, Economic Profit, Growth Earnings).
Is Solaris Energy Infrastructure, Inc. stock overvalued or undervalued in 2026?
As of Nov 7, 2026, SEI trades above its calculated fair value: price $57.77, fair value $5.37, a gap of about −91% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of SEI?
No. The price is what the market pays today ($57.77); the fair value is what the company's own numbers justify ($5.37). For Solaris Energy Infrastructure, Inc. the two are $52.40 per share apart. That gap is exactly why we show both numbers side by side.
How much is Solaris Energy Infrastructure, Inc. worth?
The market values Solaris Energy Infrastructure, Inc. at about $5.8B (market capitalisation, as of Nov 7, 2026). Per share that is $57.77; our models calculate a fair value of $5.37 per share.
What do the bullish and bearish scenarios say about SEI?
Our models span a range for Solaris Energy Infrastructure, Inc.: cautious scenario $5.36, base $5.37, optimistic $6.45 per share (as of Nov 7, 2026, price $57.77). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of SEI?
Solaris Energy Infrastructure, Inc. trades at a price-to-earnings ratio of 62.8 (as of Nov 7, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $5.37 is built from several models across several years. Excluding one-off items of fiscal year 2025 it is 46.2 (reported for FY2025: 94.8). Median P/E at fiscal year-end, 6 fiscal years (2018 to 2025), reported earnings, 4 of the years ex one-offs: 8.7. Other multiples: PEG 0.9, P/B 10.3, P/S 12.0, EV/EBITDA 45.2.
What is the PEG ratio of SEI?
The PEG ratio of Solaris Energy Infrastructure, Inc. is 0.94 (P/E divided by earnings growth, as of Nov 7, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Solaris Energy Infrastructure, Inc. (SEI)?
Balance-sheet figures for Solaris Energy Infrastructure, Inc. (as of Nov 7, 2026): return on equity 8.1%, debt of 1.88 per unit of equity. They feed the Quality Score of 34/100, which measures business quality independently of the share price.
How far is SEI from its 52-week high?
Solaris Energy Infrastructure, Inc. trades at $57.77, about 30% below its 52-week high of $82.72 and 43% above the low of $40.39 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $5.37 is for.
Which stocks are comparable to Solaris Energy Infrastructure, Inc.?
From the same area (Energy) we also value SLB N.V, Baker Hughes Company, Tenaris S.A, Halliburton Company, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Solaris Energy Infrastructure, Inc. stock attractive at the current price?
The data as of Nov 7, 2026: price $57.77, calculated fair value $5.37 (−91%), Quality Score 34/100, from 16 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of SEI calculated?
We run Solaris Energy Infrastructure, Inc. through 16 models from 6 families: Earnings-Based, Dividend Discount, Multiples, Asset-Based, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of $5.37 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. Solaris Energy Infrastructure, Inc. itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Solaris Energy Infrastructure, Inc. (SEI)?
The closing price on Nov 6, 2026 was $57.77. Our model-based fair value is $5.37, about 91% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Solaris Energy Infrastructure, Inc. right now?
The price sits above even our optimistic bull case ($6.45). The favourable scenario is already priced in. Weak quality (34/100) and above fair value at the same time, the margin of safety is missing on both counts. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
Key figures of Solaris Energy Infrastructure, Inc.
How large is the market capitalisation of Solaris Energy Infrastructure, Inc. (SEI)?
The market capitalisation of Solaris Energy Infrastructure, Inc. is $5.8B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Solaris Energy Infrastructure, Inc. (SEI)?
The price-to-sales ratio of Solaris Energy Infrastructure, Inc. is 3.04 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Solaris Energy Infrastructure, Inc. (SEI)?
Earnings per share at Solaris Energy Infrastructure, Inc. are $0.9200 (price ÷ EPS = P/E 62.8). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Solaris Energy Infrastructure, Inc. (SEI)?
The dividend yield of Solaris Energy Infrastructure, Inc. is 0.8% (payout 25.4%, on adjusted earnings, reported 52.2%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Solaris Energy Infrastructure, Inc. (SEI)?
The net margin of Solaris Energy Infrastructure, Inc. is 4.8% (fiscal year 2025). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Solaris Energy Infrastructure, Inc. (SEI)?
The return on equity (ROE) of Solaris Energy Infrastructure, Inc. is 8.1% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Solaris Energy Infrastructure, Inc. (SEI)?
On an EBIT basis the return on assets of Solaris Energy Infrastructure, Inc. is 6.1% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Solaris Energy Infrastructure, Inc. (SEI)?
The operating margin of Solaris Energy Infrastructure, Inc. is 20.3% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Solaris Energy Infrastructure, Inc. (SEI)?
Revenue at Solaris Energy Infrastructure, Inc. is growing +104% versus a year earlier (3y avg +24.8%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Solaris Energy Infrastructure, Inc. (SEI)?
Earnings per share at Solaris Energy Infrastructure, Inc. are growing +37.5% versus a year earlier. How much earnings per share grew versus a year earlier.
How much free cash flow does Solaris Energy Infrastructure, Inc. (SEI) generate?
The free cash flow of Solaris Energy Infrastructure, Inc. is −$438M (fiscal year 2025). The cash truly left after running and investing in the business, this is what pays dividends and buybacks.
How much net debt does Solaris Energy Infrastructure, Inc. (SEI) carry?
The net debt of Solaris Energy Infrastructure, Inc. is $726M (fiscal year 2025). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Thin data
Nov 7, 2026