Atlas Energy Solutions
AESI · Oil & Gas Equipment & Services
$8.66
0.7%Solaris Energy Infrastructure
SEI · Oil & Gas Equipment & Services
$58.74
0.2%The short version
- Atlas Energy Solutions is the larger business, with $1.1B of revenue in fiscal 2025 against $622M for Solaris Energy Infrastructure, about 1.8 times as much.
- Solaris Energy Infrastructure grew revenue faster (98.7%, against 3.7%).
- Solaris Energy Infrastructure kept more of each dollar of sales as operating profit (21.8% operating margin, against −1.0% operating margin).
- Atlas Energy Solutions turned more of its sales into free cash flow (−2.8% FCF margin, against −70.3% FCF margin).
| Latest fiscal year | AESI · FY25 | SEI · FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.1B | — |
| Revenue | $1.1B | $622M |
| Free cash flow | −$30.9M | −$438M |
| Net income | −$50.3M | $30.2M |
| Growth | ||
| Revenue growth | 3.7% | 98.7% |
| 5-year growth | — | 43.3% |
| Share count change | 12.1% | — |
| Profitability | ||
| Gross margin | 13.8% | — |
| Operating margin | −1.0% | 21.8% |
| Net margin | −4.6% | 4.9% |
| FCF margin | −2.8% | −70.3% |
| Return on capital | — | 14.1% |
| Return on equity | −4.5% | 6.6% |
| Balance sheet | ||
| Net debt | — | −$165M |
| Net debt / EBITDA | — | −0.8x |
| Dividends and buybacks | $0.2M | $21.8M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 4 | — |
FY16
AESI —
SEI $18.2M
FY17
AESI —
SEI $67.4M
FY18
AESI —
SEI $197M
FY19
AESI —
SEI $242M
FY20
AESI —
SEI $103M
FY21
AESI $172M
SEI $159M
FY22
AESI $483M
SEI $320M
FY23
AESI $614M
SEI $293M
FY24
AESI $1.1B
SEI $313M
FY25
AESI $1.1B
SEI $622M
AESI
SEI
FY16
AESI —
SEI 15.8%
FY17
AESI —
SEI 37.8%
FY18
AESI —
SEI 50.4%
FY19
AESI —
SEI 44.7%
FY20
AESI —
SEI −58.2%
FY21
AESI 27.3%
SEI −0.2%
FY22
AESI 48.1%
SEI 13.1%
FY23
AESI 43.2%
SEI 17.0%
FY24
AESI 10.8%
SEI 16.9%
FY25
AESI −1.0%
SEI 21.8%
AESI
SEI
FY16
AESI —
SEI −$6.4M
FY17
AESI —
SEI −$67.2M
FY18
AESI —
SEI −$44.7M
FY19
AESI —
SEI $80.0M
FY20
AESI —
SEI $39.2M
FY21
AESI $2.0M
SEI −$3.2M
FY22
AESI $116M
SEI −$13.4M
FY23
AESI −$66.5M
SEI $25.0M
FY24
AESI −$118M
SEI −$129M
FY25
AESI −$30.9M
SEI −$438M
AESI
SEI
FY16
AESI —
SEI —
FY17
AESI —
SEI —
FY18
AESI —
SEI —
FY19
AESI —
SEI —
FY20
AESI —
SEI —
FY21
AESI —
SEI —
FY22
AESI —
SEI —
FY23
AESI —
SEI —
FY24
AESI —
SEI 6.8%
FY25
AESI —
SEI 14.1%
AESI
SEI
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.