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 USAC
Revenue, margins, valuation, and 5-year total return — side by side.
USAC
USA Compression Partners, LP
Oil & Gas Equipment & Services
Market Cap$3.26B
5Y Perf.+124.1%
SEI vs USAC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SEI | USAC |
|---|---|---|
| Industry | Oil & Gas Equipment & Services | Oil & Gas Equipment & Services |
| Market Cap | $5.56B | $3.26B |
| Revenue (TTM) | $622M | $1.08B |
| Net Income (TTM) | $30M | $129M |
| Gross Margin | 32.3% | 40.0% |
| Operating Margin | 22.0% | 30.5% |
| Forward P/E | 52.5x | 19.4x |
| Total Debt | $1.08B | $2.55B |
| Cash & Equiv. | $353M | $9M |
SEI vs USAC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SEI
USAC
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Solaris Energy Infr… (SEI) | 100 | 1117.6 | +1017.6% |
| USA Compression Par… (USAC) | 100 | 224.1 | +124.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SEI vs USAC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: USAC 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 USAC's 235.0%
- 98.7% revenue growth vs USAC's 5.0%
Best for: growth exposure and long-term compounding
USAC
USA Compression Partners, LP
The Income Pick
USAC carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.38, yield 7.8%
- Lower volatility, beta 0.38, current ratio 1.27x
- Beta 0.38, yield 7.8%, current ratio 1.27x
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SEI | 98.7% revenue growth vs USAC's 5.0% |
| Value | USAC | Lower P/E (19.4x vs 52.5x) |
| Quality / Margins | USAC | 11.9% margin vs SEI's 4.8% |
| Stability / Safety | USAC | Beta 0.38 vs SEI's 2.33 |
| Dividends | USAC | 7.8% yield, vs SEI's 0.6% |
| Momentum (1Y) | SEI | +250.1% vs USAC's +25.6% |
| Efficiency (ROA) | USAC | 4.4% ROA vs SEI's 1.9%, ROIC 9.6% vs 8.3% |
SEI vs USAC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
SEI vs USAC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLUSACLAGGINGSEI
SEISolaris Energy Infras…
1leads
USACUSA Compression Partn…
4leads
6 Total Categories
CATEGORYLEADERvs SEIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
USAC5/6
Valuation MetricsMultiples, price ratios, and targets
USAC4/4
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
USAC4/7
Total Returns1Y, 3Y, 5Y total returns with dividends
SEI6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
USAC1/1
Income & Cash Flow (Last 12 Months)
USAC leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
USAC is the larger business by revenue, generating $1.1B annually — 1.7x SEI's $622M. USAC is the more profitable business, keeping 11.9% 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… | USACUSA Compression P… |
|---|---|---|
| RevenueTrailing 12 months | $622M | $1.1B |
| EBITDAEarnings before interest/tax | $218M | $632M |
| Net IncomeAfter-tax profit | $30M | $129M |
| Free Cash FlowCash after capex | -$438M | $241M |
| Gross MarginGross profit ÷ Revenue | +32.3% | +40.0% |
| Operating MarginEBIT ÷ Revenue | +22.0% | +30.5% |
| Net MarginNet income ÷ Revenue | +4.8% | +11.9% |
| FCF MarginFCF ÷ Revenue | -70.3% | +22.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +86.6% | +35.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -121.1% | +92.9% |
USAC leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
USAC leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
At 31.8x trailing earnings, USAC trades at a 73% valuation discount to SEI's 117.3x P/E. On an enterprise value basis, USAC's 9.6x EV/EBITDA is more attractive than SEI's 29.0x.
| Metric | SEISolaris Energy In… | USACUSA Compression P… |
|---|---|---|
| Market CapShares × price | $5.6B | $3.3B |
| Enterprise ValueMkt cap + debt − cash | $6.3B | $5.8B |
| Trailing P/EPrice ÷ TTM EPS | 117.35x | 31.76x |
| Forward P/EPrice ÷ next-FY EPS est. | 52.46x | 19.37x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 29.04x | 9.62x |
| Price / SalesMarket cap ÷ Revenue | 8.94x | 3.27x |
| Price / BookPrice ÷ Book value/share | 4.64x | — |
| Price / FCFMarket cap ÷ FCF | — | 11.77x |
USAC leads this category, winning 4 of 4 comparable metrics.
Profitability & Efficiency
USAC leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), USAC scores 6/9 vs SEI's 5/9, reflecting solid financial health.
| Metric | SEISolaris Energy In… | USACUSA Compression P… |
|---|---|---|
| ROE (TTM)Return on equity | +3.8% | — |
| ROA (TTM)Return on assets | +1.9% | +4.4% |
| ROICReturn on invested capital | +8.3% | +9.6% |
| ROCEReturn on capital employed | +8.9% | +12.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 1.30x | — |
| Net DebtTotal debt minus cash | $726M | $2.5B |
| Cash & Equiv.Liquid assets | $353M | $9M |
| Total DebtShort + long-term debt | $1.1B | $2.6B |
| Interest CoverageEBIT ÷ Interest expense | 5.69x | 2.67x |
USAC leads this category, winning 4 of 7 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 $24,655 for USAC. Over the past 12 months, SEI leads with a +250.1% total return vs USAC's +25.6%. The 3-year compound annual growth rate (CAGR) favors SEI at 117.7% vs USAC's 19.3% — a key indicator of consistent wealth creation.
| Metric | SEISolaris Energy In… | USACUSA Compression P… |
|---|---|---|
| YTD ReturnYear-to-date | +54.3% | +17.9% |
| 1-Year ReturnPast 12 months | +250.1% | +25.6% |
| 3-Year ReturnCumulative with dividends | +932.3% | +69.6% |
| 5-Year ReturnCumulative with dividends | +686.1% | +146.5% |
| 10-Year ReturnCumulative with dividends | +599.1% | +235.0% |
| CAGR (3Y)Annualised 3-year return | +117.7% | +19.3% |
SEI leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — SEI and USAC each lead in 1 of 2 comparable metrics.
Risk & Volatility
USAC is the less volatile stock with a 0.38 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… | USACUSA Compression P… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.33x | 0.38x |
| 52-Week HighHighest price in past year | $81.24 | $28.90 |
| 52-Week LowLowest price in past year | $21.22 | $21.85 |
| % of 52W HighCurrent price vs 52-week peak | +95.3% | +93.4% |
| RSI (14)Momentum oscillator 0–100 | 67.1 | 51.0 |
| Avg Volume (50D)Average daily shares traded | 2.5M | 191K |
Evenly matched — SEI and USAC each lead in 1 of 2 comparable metrics.
Analyst Outlook
USAC leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates SEI as "Buy" and USAC as "Buy". Consensus price targets imply 4.2% upside for SEI (target: $81) vs 1.9% for USAC (target: $28). For income investors, USAC offers the higher dividend yield at 7.76% vs SEI's 0.57%.
| Metric | SEISolaris Energy In… | USACUSA Compression P… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $80.71 | $27.50 |
| # AnalystsCovering analysts | 7 | 19 |
| Dividend YieldAnnual dividend ÷ price | +0.6% | +7.8% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $0.44 | $2.10 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
USAC leads this category, winning 1 of 1 comparable metric.
Key Takeaway
USAC leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). SEI leads in 1 (Total Returns). 1 tied.
Best OverallUSA Compression Partners, LP (USAC)Leads 4 of 6 categories
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SEI vs USAC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SEI or USAC 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 5. 0% for USA Compression Partners, LP (USAC). USA Compression Partners, LP (USAC) offers the better valuation at 31. 8x trailing P/E (19. 4x 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 USAC?
On trailing P/E, USA Compression Partners, LP (USAC) is the cheapest at 31.
8x versus Solaris Energy Infrastructure, Inc. at 117. 3x. On forward P/E, USA Compression Partners, LP is actually cheaper at 19. 4x.
03Which is the better long-term investment — SEI or USAC?
Over the past 5 years, Solaris Energy Infrastructure, Inc.
(SEI) delivered a total return of +686. 1%, compared to +146. 5% for USA Compression Partners, LP (USAC). Over 10 years, the gap is even starker: SEI returned +599. 1% versus USAC's +235. 0%. 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 USAC?
By beta (market sensitivity over 5 years), USA Compression Partners, LP (USAC) is the lower-risk stock at 0.
38β versus Solaris Energy Infrastructure, Inc. 's 2. 33β — meaning SEI is approximately 516% more volatile than USAC relative to the S&P 500.
05Which is growing faster — SEI or USAC?
By revenue growth (latest reported year), Solaris Energy Infrastructure, Inc.
(SEI) is pulling ahead at 98. 7% versus 5. 0% for USA Compression Partners, LP (USAC). On earnings-per-share growth, the picture is similar: Solaris Energy Infrastructure, Inc. grew EPS 29. 4% year-over-year, compared to 18. 1% for USA Compression Partners, LP. 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 USAC?
USA Compression Partners, LP (USAC) is the more profitable company, earning 11.
2% net margin versus 4. 8% for Solaris Energy Infrastructure, Inc. — meaning it keeps 11. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: USAC leads at 31. 9% versus 21. 8% for SEI. 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 USAC more undervalued right now?
On forward earnings alone, USA Compression Partners, LP (USAC) trades at 19.
4x forward P/E versus 52. 5x for Solaris Energy Infrastructure, Inc. — 33. 1x 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 USAC?
All stocks in this comparison pay dividends.
USA Compression Partners, LP (USAC) offers the highest yield at 7. 8%, versus 0. 6% for Solaris Energy Infrastructure, Inc. (SEI).
09Is SEI or USAC better for a retirement portfolio?
For long-horizon retirement investors, USA Compression Partners, LP (USAC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
38), 7. 8% yield, +235. 0% 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 (USAC: +235. 0%, 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 USAC?
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; USAC is a small-cap income-oriented stock. 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% · USAC: 35.1%)Net Margin>
%
(SEI: 4.8% · USAC: 11.9%)P/E Ratio<
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