Solaris Energy Infrastructure
SEI · Oil & Gas Equipment & Services
$58.74
0.2%Cactus
WHD · Oil & Gas Equipment & Services
$63.15
4.6%The short version
- Cactus is the larger business, with $1.1B of revenue in fiscal 2025 against $622M for Solaris Energy Infrastructure, about 1.7 times as much.
- Solaris Energy Infrastructure grew revenue faster (98.7%, against −4.5%).
- Cactus kept more of each dollar of sales as operating profit (23.2% operating margin, against 21.8% operating margin).
- Cactus earned a higher return on the capital invested in it (17.1%, against 14.1%).
| Latest fiscal year | SEI · FY25 | WHD · FY25 |
|---|---|---|
| Size | ||
| Market cap | — | — |
| Revenue | $622M | $1.1B |
| Free cash flow | −$438M | — |
| Net income | $30.2M | $166M |
| Growth | ||
| Revenue growth | 98.7% | −4.5% |
| 5-year growth | 43.3% | 25.4% |
| Share count change | — | — |
| Profitability | ||
| Gross margin | — | 37.0% |
| Operating margin | 21.8% | 23.2% |
| Net margin | 4.9% | 15.4% |
| FCF margin | −70.3% | — |
| Return on capital | 14.1% | 17.1% |
| Return on equity | 6.6% | 14.5% |
| Balance sheet | ||
| Net debt | −$165M | −$107M |
| Net debt / EBITDA | −0.8x | −0.3x |
| Dividends and buybacks | $21.8M | $43.3M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | — | — |
FY16
SEI $18.2M
WHD $155M
FY17
SEI $67.4M
WHD $341M
FY18
SEI $197M
WHD $544M
FY19
SEI $242M
WHD $628M
FY20
SEI $103M
WHD $349M
FY21
SEI $159M
WHD $439M
FY22
SEI $320M
WHD $688M
FY23
SEI $293M
WHD $1.1B
FY24
SEI $313M
WHD $1.1B
FY25
SEI $622M
WHD $1.1B
SEI
WHD
FY16
SEI 15.8%
WHD 6.9%
FY17
SEI 37.8%
WHD 26.0%
FY18
SEI 50.4%
WHD 32.7%
FY19
SEI 44.7%
WHD 29.1%
FY20
SEI −58.2%
WHD 20.1%
FY21
SEI −0.2%
WHD 17.2%
FY22
SEI 13.1%
WHD 25.4%
FY23
SEI 17.0%
WHD 24.1%
FY24
SEI 16.9%
WHD 25.6%
FY25
SEI 21.8%
WHD 23.2%
SEI
WHD
FY16
SEI −$6.4M
WHD —
FY17
SEI −$67.2M
WHD —
FY18
SEI −$44.7M
WHD —
FY19
SEI $80.0M
WHD —
FY20
SEI $39.2M
WHD —
FY21
SEI −$3.2M
WHD —
FY22
SEI −$13.4M
WHD —
FY23
SEI $25.0M
WHD —
FY24
SEI −$129M
WHD —
FY25
SEI −$438M
WHD —
SEI
WHD
FY16
SEI —
WHD —
FY17
SEI —
WHD —
FY18
SEI —
WHD 61.9%
FY19
SEI —
WHD 48.1%
FY20
SEI —
WHD 19.9%
FY21
SEI —
WHD 23.7%
FY22
SEI —
WHD 42.1%
FY23
SEI —
WHD 32.7%
FY24
SEI 6.8%
WHD 23.9%
FY25
SEI 14.1%
WHD 17.1%
SEI
WHD
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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.