LearnGlossaryMarketStocksSuperinvestorsSign in

SEI

Solaris Energy Infrastructure, Inc.

Energy · $4.1B market cap

Verdict

Share price

$74.93

close of Oct 3, 2026

Fair value

$20.74

Sticker Price

Payback Price

$8.29

buy price

Overpriced

SEI is Overpriced: at $74.93 it trades 261% above its fair value of $20.74. Its buy price (Payback Price) is $8.29, 89% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Earnings Power. Our 10-year earnings projection came out at less than a fifth of the share price, too far from reality to publish. So we use a simpler measure: today's normal earnings at the price-to-earnings ratio it has typically traded at.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-10.8% a year✗
Equity per share growth5.5% a year✗
Sales growth24.3% a year✓
Free cash flow growth-26.1% a year✗
Return on invested capital6.3%✗

Follow SEI

Get notified when it reaches its buy price of $8.29. Free.

Create a free account

Insider activity

Since Sep 8, 2026: 2 open-market purchases worth $501K. Why purchases matter

Purchases

TEAGUE AJ

director · 2026-09-08

Bought

$251K

TEAGUE AJ

director · 2026-09-08

Bought

$250K

About Solaris Energy Infrastructure, Inc.

Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known as Solaris Oilfield Infrastructure, Inc.) serves the United States' oil and natural gas industry. The company engineers and produces specialized equipment for exploration and production firms, as well as oilfield service providers. Beyond manufacturing…

Oil & Gas Equipment & Services

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works