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 PUMP
Revenue, margins, valuation, and 5-year total return — side by side.
PUMP
ProPetro Holding Corp.
Oil & Gas Equipment & Services
Market Cap$1.93B
5Y Perf.+218.6%
SEI vs PUMP — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SEI | PUMP |
|---|---|---|
| Industry | Oil & Gas Equipment & Services | Oil & Gas Equipment & Services |
| Market Cap | $5.56B | $1.93B |
| Revenue (TTM) | $622M | $1.18B |
| Net Income (TTM) | $30M | $-12M |
| Gross Margin | 32.3% | 8.3% |
| Operating Margin | 22.0% | -1.1% |
| Forward P/E | 52.5x | 2021.8x |
| Total Debt | $1.08B | $249M |
| Cash & Equiv. | $353M | $91M |
SEI vs PUMP — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SEI
PUMP
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Solaris Energy Infr… (SEI) | 100 | 1117.6 | +1017.6% |
| ProPetro Holding Co… (PUMP) | 100 | 318.6 | +218.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SEI vs PUMP
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SEI leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. ProPetro Holding Corp. is the stronger pick specifically for capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
SEI
Solaris Energy Infrastructure, Inc.
The Growth Play
SEI carries the broadest edge in this set and is the clearest fit for 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 PUMP's 8.8%
- 98.7% revenue growth vs PUMP's -12.1%
Best for: growth exposure and long-term compounding
PUMP
ProPetro Holding Corp.
The Income Pick
PUMP is the clearest fit if your priority is income & stability and sleep-well-at-night.
- beta 1.12
- Lower volatility, beta 1.12, Low D/E 30.0%, current ratio 1.29x
- Beta 1.12, current ratio 1.29x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SEI | 98.7% revenue growth vs PUMP's -12.1% |
| Value | SEI | Lower P/E (52.5x vs 2021.8x) |
| Quality / Margins | SEI | 4.8% margin vs PUMP's -1.1% |
| Stability / Safety | PUMP | Beta 1.12 vs SEI's 2.33, lower leverage |
| Dividends | SEI | 0.6% yield; the other pay no meaningful dividend |
| Momentum (1Y) | SEI | +250.1% vs PUMP's +199.8% |
| Efficiency (ROA) | SEI | 1.9% ROA vs PUMP's -1.0%, ROIC 8.3% vs 1.4% |
SEI vs PUMP — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
SEI vs PUMP — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLSEILAGGINGPUMP
PUMPProPetro Holding Corp.
1leads
SEISolaris Energy Infras…
3leads
6 Total Categories
CATEGORYLEADERvs PUMPMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
SEI5/6
Valuation MetricsMultiples, price ratios, and targets
PUMP3/4
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
SEI5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
SEI5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
SEI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PUMP is the larger business by revenue, generating $1.2B annually — 1.9x SEI's $622M. SEI is the more profitable business, keeping 4.8% of every revenue dollar as net income compared to PUMP's -1.1%. On growth, SEI holds the edge at +86.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | SEISolaris Energy In… | PUMPProPetro Holding … |
|---|---|---|
| RevenueTrailing 12 months | $622M | $1.2B |
| EBITDAEarnings before interest/tax | $218M | $154M |
| Net IncomeAfter-tax profit | $30M | -$12M |
| Free Cash FlowCash after capex | -$438M | -$11M |
| Gross MarginGross profit ÷ Revenue | +32.3% | +8.3% |
| Operating MarginEBIT ÷ Revenue | +22.0% | -1.1% |
| Net MarginNet income ÷ Revenue | +4.8% | -1.1% |
| FCF MarginFCF ÷ Revenue | -70.3% | -0.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +86.6% | -24.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -121.1% | -134.2% |
SEI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
PUMP leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
At 117.3x trailing earnings, SEI trades at a 94% valuation discount to PUMP's 2021.8x P/E. On an enterprise value basis, PUMP's 10.8x EV/EBITDA is more attractive than SEI's 29.0x.
| Metric | SEISolaris Energy In… | PUMPProPetro Holding … |
|---|---|---|
| Market CapShares × price | $5.6B | $1.9B |
| Enterprise ValueMkt cap + debt − cash | $6.3B | $2.1B |
| Trailing P/EPrice ÷ TTM EPS | 117.35x | 2021.79x |
| Forward P/EPrice ÷ next-FY EPS est. | 52.46x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 29.04x | 10.81x |
| Price / SalesMarket cap ÷ Revenue | 8.94x | 1.52x |
| Price / BookPrice ÷ Book value/share | 4.64x | 2.00x |
| Price / FCFMarket cap ÷ FCF | — | 45.52x |
PUMP leads this category, winning 3 of 4 comparable metrics.
Profitability & Efficiency
SEI leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
SEI delivers a 3.8% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $-1 for PUMP. PUMP carries lower financial leverage with a 0.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to SEI's 1.30x.
| Metric | SEISolaris Energy In… | PUMPProPetro Holding … |
|---|---|---|
| ROE (TTM)Return on equity | +3.8% | -1.4% |
| ROA (TTM)Return on assets | +1.9% | -1.0% |
| ROICReturn on invested capital | +8.3% | +1.4% |
| ROCEReturn on capital employed | +8.9% | +1.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.30x | 0.30x |
| Net DebtTotal debt minus cash | $726M | $158M |
| Cash & Equiv.Liquid assets | $353M | $91M |
| Total DebtShort + long-term debt | $1.1B | $249M |
| Interest CoverageEBIT ÷ Interest expense | 5.69x | -0.86x |
SEI leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
SEI leads this category, winning 5 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 $15,076 for PUMP. Over the past 12 months, SEI leads with a +250.1% total return vs PUMP's +199.8%. The 3-year compound annual growth rate (CAGR) favors SEI at 117.7% vs PUMP's 33.2% — a key indicator of consistent wealth creation.
| Metric | SEISolaris Energy In… | PUMPProPetro Holding … |
|---|---|---|
| YTD ReturnYear-to-date | +54.3% | +60.6% |
| 1-Year ReturnPast 12 months | +250.1% | +199.8% |
| 3-Year ReturnCumulative with dividends | +932.3% | +136.1% |
| 5-Year ReturnCumulative with dividends | +686.1% | +50.8% |
| 10-Year ReturnCumulative with dividends | +599.1% | +8.8% |
| CAGR (3Y)Annualised 3-year return | +117.7% | +33.2% |
SEI leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — SEI and PUMP each lead in 1 of 2 comparable metrics.
Risk & Volatility
PUMP is the less volatile stock with a 1.12 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. SEI currently trades 95.3% from its 52-week high vs PUMP's 85.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | SEISolaris Energy In… | PUMPProPetro Holding … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.33x | 1.12x |
| 52-Week HighHighest price in past year | $81.24 | $18.50 |
| 52-Week LowLowest price in past year | $21.22 | $4.51 |
| % of 52W HighCurrent price vs 52-week peak | +95.3% | +85.2% |
| RSI (14)Momentum oscillator 0–100 | 67.1 | 59.3 |
| Avg Volume (50D)Average daily shares traded | 2.5M | 3.5M |
Evenly matched — SEI and PUMP each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates SEI as "Buy" and PUMP as "Buy". Consensus price targets imply 4.2% upside for SEI (target: $81) vs -6.5% for PUMP (target: $15). SEI is the only dividend payer here at 0.57% yield — a key consideration for income-focused portfolios.
| Metric | SEISolaris Energy In… | PUMPProPetro Holding … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $80.71 | $14.75 |
| # AnalystsCovering analysts | 7 | 30 |
| Dividend YieldAnnual dividend ÷ price | +0.6% | — |
| Dividend StreakConsecutive years of raises | 0 | — |
| Dividend / ShareAnnual DPS | $0.44 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
SEI leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). PUMP leads in 1 (Valuation Metrics). 1 tied.
Best OverallSolaris Energy Infrastructu… (SEI)Leads 3 of 6 categories
Loading custom metrics...
SEI vs PUMP: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SEI or PUMP 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 -12. 1% for ProPetro Holding Corp. (PUMP). Solaris Energy Infrastructure, Inc. (SEI) offers the better valuation at 117. 3x trailing P/E (52. 5x 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 PUMP?
On trailing P/E, Solaris Energy Infrastructure, Inc.
(SEI) is the cheapest at 117. 3x versus ProPetro Holding Corp. at 2021. 8x.
03Which is the better long-term investment — SEI or PUMP?
Over the past 5 years, Solaris Energy Infrastructure, Inc.
(SEI) delivered a total return of +686. 1%, compared to +50. 8% for ProPetro Holding Corp. (PUMP). Over 10 years, the gap is even starker: SEI returned +599. 1% versus PUMP's +8. 8%. 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 PUMP?
By beta (market sensitivity over 5 years), ProPetro Holding Corp.
(PUMP) is the lower-risk stock at 1. 12β versus Solaris Energy Infrastructure, Inc. 's 2. 33β — meaning SEI is approximately 107% more volatile than PUMP relative to the S&P 500. On balance sheet safety, ProPetro Holding Corp. (PUMP) carries a lower debt/equity ratio of 30% versus 130% for Solaris Energy Infrastructure, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SEI or PUMP?
By revenue growth (latest reported year), Solaris Energy Infrastructure, Inc.
(SEI) is pulling ahead at 98. 7% versus -12. 1% for ProPetro Holding Corp. (PUMP). On earnings-per-share growth, the picture is similar: ProPetro Holding Corp. grew EPS 100. 6% 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 PUMP?
Solaris Energy Infrastructure, Inc.
(SEI) is the more profitable company, earning 4. 8% net margin versus 0. 1% for ProPetro Holding Corp. — meaning it keeps 4. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SEI leads at 21. 8% versus 1. 5% for PUMP. At the gross margin level — before operating expenses — SEI leads at 45. 9%, 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 PUMP more undervalued right now?
Analyst consensus price targets imply the most upside for SEI: 4.
2% to $80. 71.
08Which pays a better dividend — SEI or PUMP?
In this comparison, SEI (0.
6% yield) pays a dividend. PUMP does not pay a meaningful dividend and should not be held primarily for income.
09Is SEI or PUMP better for a retirement portfolio?
For long-horizon retirement investors, Solaris Energy Infrastructure, Inc.
(SEI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0. 6% yield, +599. 1% 10Y return). Both have compounded well over 10 years (SEI: +599. 1%, PUMP: +8. 8%), 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 PUMP?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SEI is a small-cap high-growth stock; PUMP is a small-cap quality compounder stock. SEI pays a dividend while PUMP does not, making them suitable for different income and tax situations. 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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