Solaris Energy Infrastructure 对比 Cactus

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简而言之

Cactus 规模更大:2025 财年营收 $1.1B，Solaris Energy Infrastructure 为 $622M，约为后者的 1.7 倍。
Solaris Energy Infrastructure 营收增长更快(98.7%，对方为 −4.5%)。
Cactus 每一美元销售额中留下的营业利润更多(营业利润率 23.2%，对方为 21.8%)。
Cactus 的投入资本回报更高(17.1%，对方为 14.1%)。

最近财年	SEI · FY25	WHD · FY25
规模
市值	—	—
营收	$622M	$1.1B
自由现金流	−$438M	—
净利润	$30.2M	$166M
增长
营收增长	98.7%	−4.5%
5年增长率	43.3%	25.4%
股数变化	—	—
盈利能力
毛利率	—	37.0%
营业利润率	21.8%	23.2%
净利率	4.9%	15.4%
自由现金流利润率	−70.3%	—
资本回报率	14.1%	17.1%
股本回报率	6.6%	14.5%
资产负债表
净债务	−$165M	−$107M
净债务 / EBITDA	−0.8x	−0.3x
股息与回购	$21.8M	$43.3M
估值与质量
市盈率	—	—
Piotroski F 分数	—	—

营收

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

FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25

SEI WHD

营业利润率

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%

FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25

SEI WHD

自由现金流

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 —

FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25

SEI WHD

资本回报率

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%

FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25

SEI WHD

各公司最近一个财年的数据；各公司财年结束月份不同。在越高(或越低)明显越好的行中，突出显示最佳值。不构成投资建议。