Solaris Energy Infrastructure, Inc. (SEI) fair value: what the stock is really worth
As of Sep 23, 2026: fair value of Solaris Energy Infrastructure, Inc. $7.12, price $67.43, upside -89.5%, quality 35 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
Structural break:
The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.
Weakest SetupStrongly overvalued and low quality.
!Fair value $7.12 · Strongly overvalued (−89%)
!Quality 35/100
!Expensive Growth(revenue 5y +43.3 %/yr)
!Thin margins · 6.7% net margin (TTM)
!High debt · negative free cash flow
·0.71% dividend yield
!Mixed vs. peers(6/14)
!Moderate moat51/100
!Evidence only low, so the estimate is less certain
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 24, 2026.
How to read this chart
60‑month range $5.44 – $82.88 · fair‑value band $5.91 – $8.89 · the $67.43 price screens above the $7.12 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 24, 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. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments.
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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. 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 $67.43, while our model-based Fair Value estimate is $7.12, implying the stock looks roughly 847.9% overvalued today.
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Valuation
Bull case: the Growth Earnings group reads highest at a median of $20.19 per share, and 0 of the 16 models we run sit above the $67.43 price.
Bear case: the Dividend Discount group reads lowest at $5.37, and 16 of the 16 models stay below the price. Evidence for this calculation is low.
Scenario range: $5.91 (bear) to $8.89 (bull), the price of $67.43 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 35/100 (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 $6.5B · P/E ratio 79.9 · P/S ratio 3.88 · EPS (TTM) $0.8400 · Dividend yield 0.7% · Net margin 4.8% · Return on equity 8.7% · Return on assets (EBIT) 6.1%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 41 out of 100 (low confidence).
What moves the price
The share trades about 19% below its 52-week high and 81% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Energy peers we cover trades at −23% fair-value upside, at −89%, 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 ($0.6400 to $23.35). Read the Fair Value as a cautious anchor, not a price target; the Growth Forecast section shows what the price assumes.
Bear $5.91Fair Value $7.12Bull $8.89
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2025 figures (about 9 months old). Earnings retained since then ($0.2633 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.Evidence ⓘEvidence = 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.
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.
−8.0%
Earnings growth per share plus dividend.
Earnings per share, growth per year−8.7%
Dividend (yield on the price)0.7%
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 (98 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.
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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 · 190 stocks
Beats the industry median on 6/14 measures
A mixed picture versus its industry peers.
Valuation
Quality Score35 · Bottom 25%
Fair Value upside−89% · Bottom 25%
Profitability
Return on equity (TTM)9% · Above median
Return on assets5% · Above median
Net margin (TTM)7% · Above median
Operating margin (TTM)26% · Top 25%
Growth and dividend
Revenue growth55% · Top 25%
Dividend yield (TTM)0.7% · Below median
Balance sheet
Debt / equity1.88× · Highest 25%
Valuation Multiplesvs Oil & Gas Equipment & Services median · lower = cheaper
P/E (TTM)79.9× · Priciest 25%
P/B11.43× · Priciest 25%
P/S (TTM)9.32× · Priciest 25%
EV/EBITDA28.9× · Priciest 25%
PEG0.94× · Cheaper than median
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 20
FUTURE (revenue growth)100· sector 4
PAST (return on equity)35· sector 28
HEALTH (low debt)6· sector 91
DIVIDEND (yield)14· sector 34
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 Sep 24, 2026, our model estimates a fair value of $7.12 versus a price of $67.43, about −89% upside (overvalued).
What is the fair value of SEI?
Our model-based fair value for Solaris Energy Infrastructure, Inc. is $7.12 (as of Sep 24, 2026), built from audited fundamentals. The current price: $67.43.
What is the quality score of SEI?
Solaris Energy Infrastructure, Inc. has a Quality Score of 35/100. 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 $7.12 (as of Sep 24, 2026) from 16 valuation models. Cautious scenario $5.91, optimistic scenario $8.89. 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 $7.12, about −89% upside versus a price of $67.43 (overvalued). Cautious scenario $5.91, optimistic scenario $8.89. 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 $692M (latest available figure, as of Sep 24, 2026).
Does Solaris Energy Infrastructure, Inc. pay a dividend?
Solaris Energy Infrastructure, Inc. currently shows a dividend yield of about 0.71% relative to its recent price (as of Sep 24, 2026).
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 $7.12 per share (as of Sep 24, 2026), against a price of $67.43. It is the blended result of 16 valuation models (cash flow, earnings, asset, dividend).
Is Solaris Energy Infrastructure, Inc. stock overvalued or undervalued in 2026?
As of Sep 24, 2026, SEI trades above its calculated fair value: price $67.43, fair value $7.12, a gap of about −89% (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 ($67.43); the fair value is what the company's own numbers justify ($7.12). For Solaris Energy Infrastructure, Inc. the two are $60.32 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 $6.5B (market capitalisation, as of Sep 24, 2026). Per share that is $67.43; our models calculate a fair value of $7.12 per share.
What do the bullish and bearish scenarios say about SEI?
Our models span a range for Solaris Energy Infrastructure, Inc.: cautious scenario $5.91, base $7.12, optimistic $8.89 per share (as of Sep 24, 2026, price $67.43). 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 79.9 (as of Sep 24, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $7.12 is built from several models across several years. Other multiples: PEG 0.9, P/B 11.4, P/S 9.3, EV/EBITDA 28.9.
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 Sep 24, 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 Sep 24, 2026): return on equity 8.7%, debt of 1.88 per unit of equity. They feed the Quality Score of 35/100, which measures business quality independently of the share price.
How far is SEI from its 52-week high?
Solaris Energy Infrastructure, Inc. trades at $67.43, about 19% below its 52-week high of $82.88 and 81% above the low of $37.16 (as of Sep 23, 2026). Distance from the high says nothing about value: that is what the fair value of $7.12 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, TechnipFMC plc, 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 Sep 24, 2026: price $67.43, calculated fair value $7.12 (−89%), Quality Score 35/100, 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 four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $7.12, 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 14.1 % 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 Sep 23, 2026 was $67.43. Our model-based fair value is $7.12, about −89% upside (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 ($8.89). The favourable scenario is already priced in. Weak quality (35/100) 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 $6.5B. 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 3.88 (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 $0.8400 (price ÷ EPS = P/E 79.9). 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 0.7% (payout 57.1%). 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 8.7% (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 25.8% (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 +55.3% 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 +127% 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
Sep 24, 2026