SEI
Solaris Energy Infrastructure, Inc.
Oil & Gas Equipment & Services
Market Cap$5.56B
5Y Perf.+1017.6%
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Stock Comparison
SEI vs AROC
Revenue, margins, valuation, and 5-year total return — side by side.
AROC
Archrock, Inc.
Oil & Gas Equipment & Services
Market Cap$6.85B
5Y Perf.+515.7%
SEI vs AROC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SEI | AROC |
|---|---|---|
| Industry | Oil & Gas Equipment & Services | Oil & Gas Equipment & Services |
| Market Cap | $5.56B | $6.85B |
| Revenue (TTM) | $622M | $1.52B |
| Net Income (TTM) | $30M | $325M |
| Gross Margin | 32.3% | 45.5% |
| Operating Margin | 22.0% | 25.2% |
| Forward P/E | 52.5x | 19.8x |
| Total Debt | $1.08B | $2.42B |
| Cash & Equiv. | $353M | $2M |
SEI vs AROC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SEI
AROC
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Solaris Energy Infr… (SEI) | 100 | 1117.6 | +1017.6% |
| Archrock, Inc. (AROC) | 100 | 615.7 | +515.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SEI vs AROC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: AROC leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Solaris Energy Infrastructure, Inc. is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
SEI
Solaris Energy Infrastructure, Inc.
The Growth Play
SEI is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 98.7%, EPS growth 29.4%, 3Y rev CAGR 24.8%
- 6.0% 10Y total return vs AROC's 5.1%
- Lower volatility, beta 2.33, current ratio 2.96x
Best for: growth exposure and long-term compounding
AROC
Archrock, Inc.
The Income Pick
AROC carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 4 yrs, beta 0.91, yield 2.1%
- Beta 0.91, yield 2.1%, current ratio 1.54x
- Lower P/E (19.8x vs 52.5x)
Best for: income & stability and defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SEI | 98.7% revenue growth vs AROC's 28.7% |
| Value | AROC | Lower P/E (19.8x vs 52.5x) |
| Quality / Margins | AROC | 21.4% margin vs SEI's 4.8% |
| Stability / Safety | AROC | Beta 0.91 vs SEI's 2.33 |
| Dividends | AROC | 2.1% yield, 4-year raise streak, vs SEI's 0.6% |
| Momentum (1Y) | SEI | +250.1% vs AROC's +66.9% |
| Efficiency (ROA) | AROC | 7.4% ROA vs SEI's 1.9%, ROIC 11.6% vs 8.3% |
SEI vs AROC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
SEI vs AROC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLAROCLAGGINGSEI
SEISolaris Energy Infras…
1leads
AROCArchrock, Inc.
5leads
6 Total Categories
CATEGORYLEADERvs SEIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
AROC5/6
Valuation MetricsMultiples, price ratios, and targets
AROC5/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
AROC5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
SEI6/6
Risk & VolatilityBeta, volatility, and downside exposure
AROC2/2
Analyst OutlookRatings, price targets, and dividends
AROC2/2
Income & Cash Flow (Last 12 Months)
AROC leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AROC is the larger business by revenue, generating $1.5B annually — 2.4x SEI's $622M. AROC is the more profitable business, keeping 21.4% of every revenue dollar as net income compared to SEI's 4.8%. On growth, SEI holds the edge at +86.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | SEISolaris Energy In… | AROCArchrock, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $622M | $1.5B |
| EBITDAEarnings before interest/tax | $218M | $789M |
| Net IncomeAfter-tax profit | $30M | $325M |
| Free Cash FlowCash after capex | -$438M | $358M |
| Gross MarginGross profit ÷ Revenue | +32.3% | +45.5% |
| Operating MarginEBIT ÷ Revenue | +22.0% | +25.2% |
| Net MarginNet income ÷ Revenue | +4.8% | +21.4% |
| FCF MarginFCF ÷ Revenue | -70.3% | +23.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +86.6% | +7.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -121.1% | +2.5% |
AROC leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
AROC leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 21.3x trailing earnings, AROC trades at a 82% valuation discount to SEI's 117.3x P/E. On an enterprise value basis, AROC's 11.1x EV/EBITDA is more attractive than SEI's 29.0x.
| Metric | SEISolaris Energy In… | AROCArchrock, Inc. |
|---|---|---|
| Market CapShares × price | $5.6B | $6.9B |
| Enterprise ValueMkt cap + debt − cash | $6.3B | $9.3B |
| Trailing P/EPrice ÷ TTM EPS | 117.35x | 21.25x |
| Forward P/EPrice ÷ next-FY EPS est. | 52.46x | 19.76x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 29.04x | 11.07x |
| Price / SalesMarket cap ÷ Revenue | 8.94x | 4.60x |
| Price / BookPrice ÷ Book value/share | 4.64x | 4.58x |
| Price / FCFMarket cap ÷ FCF | — | 57.27x |
AROC leads this category, winning 5 of 5 comparable metrics.
Profitability & Efficiency
AROC leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
AROC delivers a 22.3% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $4 for SEI. SEI carries lower financial leverage with a 1.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to AROC's 1.62x. On the Piotroski fundamental quality scale (0–9), AROC scores 7/9 vs SEI's 5/9, reflecting strong financial health.
| Metric | SEISolaris Energy In… | AROCArchrock, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +3.8% | +22.3% |
| ROA (TTM)Return on assets | +1.9% | +7.4% |
| ROICReturn on invested capital | +8.3% | +11.6% |
| ROCEReturn on capital employed | +8.9% | +14.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 1.30x | 1.62x |
| Net DebtTotal debt minus cash | $726M | $2.4B |
| Cash & Equiv.Liquid assets | $353M | $2M |
| Total DebtShort + long-term debt | $1.1B | $2.4B |
| Interest CoverageEBIT ÷ Interest expense | 5.69x | 2.81x |
AROC leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
SEI leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SEI five years ago would be worth $78,614 today (with dividends reinvested), compared to $43,953 for AROC. Over the past 12 months, SEI leads with a +250.1% total return vs AROC's +66.9%. The 3-year compound annual growth rate (CAGR) favors SEI at 117.7% vs AROC's 61.6% — a key indicator of consistent wealth creation.
| Metric | SEISolaris Energy In… | AROCArchrock, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +54.3% | +47.7% |
| 1-Year ReturnPast 12 months | +250.1% | +66.9% |
| 3-Year ReturnCumulative with dividends | +932.3% | +322.2% |
| 5-Year ReturnCumulative with dividends | +686.1% | +339.5% |
| 10-Year ReturnCumulative with dividends | +599.1% | +512.9% |
| CAGR (3Y)Annualised 3-year return | +117.7% | +61.6% |
SEI leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
AROC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
AROC is the less volatile stock with a 0.91 beta — it tends to amplify market swings less than SEI's 2.33 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | SEISolaris Energy In… | AROCArchrock, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.33x | 0.91x |
| 52-Week HighHighest price in past year | $81.24 | $40.12 |
| 52-Week LowLowest price in past year | $21.22 | $21.17 |
| % of 52W HighCurrent price vs 52-week peak | +95.3% | +97.5% |
| RSI (14)Momentum oscillator 0–100 | 67.1 | 75.1 |
| Avg Volume (50D)Average daily shares traded | 2.5M | 1.6M |
AROC leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
AROC leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates SEI as "Buy" and AROC as "Buy". Consensus price targets imply 4.2% upside for SEI (target: $81) vs 2.3% for AROC (target: $40). For income investors, AROC offers the higher dividend yield at 2.07% vs SEI's 0.57%.
| Metric | SEISolaris Energy In… | AROCArchrock, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $80.71 | $40.00 |
| # AnalystsCovering analysts | 7 | 18 |
| Dividend YieldAnnual dividend ÷ price | +0.6% | +2.1% |
| Dividend StreakConsecutive years of raises | 0 | 4 |
| Dividend / ShareAnnual DPS | $0.44 | $0.81 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.0% |
AROC leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
AROC leads in 5 of 6 categories (Income & Cash Flow, Valuation Metrics). SEI leads in 1 (Total Returns).
Best OverallArchrock, Inc. (AROC)Leads 5 of 6 categories
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SEI vs AROC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SEI or AROC a better buy right now?
For growth investors, Solaris Energy Infrastructure, Inc.
(SEI) is the stronger pick with 98. 7% revenue growth year-over-year, versus 28. 7% for Archrock, Inc. (AROC). Archrock, Inc. (AROC) offers the better valuation at 21. 3x trailing P/E (19. 8x forward), making it the more compelling value choice. Analysts rate Solaris Energy Infrastructure, Inc. (SEI) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SEI or AROC?
On trailing P/E, Archrock, Inc.
(AROC) is the cheapest at 21. 3x versus Solaris Energy Infrastructure, Inc. at 117. 3x. On forward P/E, Archrock, Inc. is actually cheaper at 19. 8x.
03Which is the better long-term investment — SEI or AROC?
Over the past 5 years, Solaris Energy Infrastructure, Inc.
(SEI) delivered a total return of +686. 1%, compared to +339. 5% for Archrock, Inc. (AROC). Over 10 years, the gap is even starker: SEI returned +599. 1% versus AROC's +512. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SEI or AROC?
By beta (market sensitivity over 5 years), Archrock, Inc.
(AROC) is the lower-risk stock at 0. 91β versus Solaris Energy Infrastructure, Inc. 's 2. 33β — meaning SEI is approximately 157% more volatile than AROC relative to the S&P 500. On balance sheet safety, Solaris Energy Infrastructure, Inc. (SEI) carries a lower debt/equity ratio of 130% versus 162% for Archrock, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SEI or AROC?
By revenue growth (latest reported year), Solaris Energy Infrastructure, Inc.
(SEI) is pulling ahead at 98. 7% versus 28. 7% for Archrock, Inc. (AROC). On earnings-per-share growth, the picture is similar: Archrock, Inc. grew EPS 75. 2% year-over-year, compared to 29. 4% for Solaris Energy Infrastructure, Inc.. Over a 3-year CAGR, SEI leads at 24. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SEI or AROC?
Archrock, Inc.
(AROC) is the more profitable company, earning 21. 6% net margin versus 4. 8% for Solaris Energy Infrastructure, Inc. — meaning it keeps 21. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AROC leads at 38. 7% versus 21. 8% for SEI. At the gross margin level — before operating expenses — AROC leads at 48. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is SEI or AROC more undervalued right now?
On forward earnings alone, Archrock, Inc.
(AROC) trades at 19. 8x forward P/E versus 52. 5x for Solaris Energy Infrastructure, Inc. — 32. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SEI: 4. 2% to $80. 71.
08Which pays a better dividend — SEI or AROC?
All stocks in this comparison pay dividends.
Archrock, Inc. (AROC) offers the highest yield at 2. 1%, versus 0. 6% for Solaris Energy Infrastructure, Inc. (SEI).
09Is SEI or AROC better for a retirement portfolio?
For long-horizon retirement investors, Archrock, Inc.
(AROC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 91), 2. 1% yield, +512. 9% 10Y return). Solaris Energy Infrastructure, Inc. (SEI) carries a higher beta of 2. 33 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (AROC: +512. 9%, SEI: +599. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between SEI and AROC?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(SEI: 86.6% · AROC: 7.7%)Net Margin>
%
(SEI: 4.8% · AROC: 21.4%)P/E Ratio<
x
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