SE

Solaris Energy Infrastructure, Inc.

SEIยทNYSE

$74.20

+1.3%
EnergyOil & Gas Equipment & Services

Solaris Energy Infrastructure, Inc. designs and manufactures specialized equipment for oil and natural gas operators in the United States. The company provides technician support, last mile, and mobilization logistics services. It is also involved in the transloading and storage of proppant or railcars at its transloading facility. In addition, the company develops Railtronix, an inventory management software; and all-electric equipment that automates the low pressure section of oil and gas well completion sites. It serves exploration and production, and oilfield services industries. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$5.33B
EPS0.6900
P/E Ratio107.54
Earnings Date07/22/2026
SE

Solaris Energy Infrastructure, Inc. Fair Value Envelope

SEI ยท NYSE

Our analysis suggests that SEI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $74.2, this represents a potential HIDDEN relative to our calculated worth for Solaris Energy Infrastructure, Inc..

Intrinsic Value
Current Price: $74.2

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$69.3M
+ Cash & Equivalents$353.3M
Firm Value$422.7M
- Debt$1.1B
Equity Value-$656.3M
/ Shares Outstanding71,781,530B
DCF Value-$9
OVERVALUED BY 112%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$104.6M
$52.3M
$26.1M
$13.1M
$6.5M
$3.3M
$1.6M
$816.8K
$408.4K
$204.2K
Maintenance CapEx
-$64.7M
-$32.3M
-$16.2M
-$8.1M
-$4.0M
-$2.0M
-$1.0M
-$505.3K
-$252.6K
-$126.3K
Owner Earnings
$39.9M
$19.9M
$10.0M
$5.0M
$2.5M
$1.2M
$623.1K
$311.5K
$155.8K
$77.9K
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$36.9M
$17.1M
$7.9M
$3.7M
$1.7M
$785.3K
$363.6K
$168.3K
$77.9K
$36.1K
Terminal Value represents 0.9% of Enterprise Value