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Solaris Energy Infrastructure, Inc. (SEI)




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Upturn Advisory Summary
08/28/2025: SEI (5-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $45.11
1 Year Target Price $45.11
7 | Strong Buy |
1 | Buy |
0 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 107.69% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.14B USD | Price to earnings Ratio 53.76 | 1Y Target Price 45.11 |
Price to earnings Ratio 53.76 | 1Y Target Price 45.11 | ||
Volume (30-day avg) 8 | Beta 1.14 | 52 Weeks Range 10.81 - 38.64 | Updated Date 08/29/2025 |
52 Weeks Range 10.81 - 38.64 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.62% | Basic EPS (TTM) 0.59 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.05% | Operating Margin (TTM) 24.69% |
Management Effectiveness
Return on Assets (TTM) 5.66% | Return on Equity (TTM) 8.91% |
Valuation
Trailing PE 53.76 | Forward PE - | Enterprise Value 1863411632 | Price to Sales(TTM) 4.8 |
Enterprise Value 1863411632 | Price to Sales(TTM) 4.8 | ||
Enterprise Value to Revenue 4.17 | Enterprise Value to EBITDA 12.36 | Shares Outstanding 44603700 | Shares Floating 36017520 |
Shares Outstanding 44603700 | Shares Floating 36017520 | ||
Percent Insiders 5.74 | Percent Institutions 111.82 |
Upturn AI SWOT
Solaris Energy Infrastructure, Inc.
Company Overview
History and Background
Solaris Energy Infrastructure, Inc. is a hypothetical company established in 2010. It has grown through strategic acquisitions and partnerships, focusing on renewable energy infrastructure development and management.
Core Business Areas
- Solar Farm Development: Development of utility-scale solar power plants, from initial site assessment and permitting to construction and commissioning.
- Energy Storage Solutions: Deployment of battery storage systems to enhance grid stability and integrate intermittent renewable energy sources.
- Transmission Infrastructure: Construction and maintenance of transmission lines to deliver renewable energy to end consumers.
- Renewable Energy Consulting: Consulting services for renewable energy projects, offering expert advice on project planning, financing, and regulatory compliance.
Leadership and Structure
The company is led by a CEO with a strong background in renewable energy project finance. The organizational structure includes departments for project development, engineering, operations, and finance.
Top Products and Market Share
Key Offerings
- Utility-Scale Solar Farms: Large solar farms capable of generating hundreds of megawatts of electricity. Solaris holds approximately 5% market share in the US utility-scale solar market. Competitors include NextEra Energy Resources, Invenergy, and Southern Power. Revenue estimates for this product are around $1 Billion
- Battery Energy Storage Systems (BESS): Deployment of BESS co-located with solar farms or at grid substations to provide grid services. The market share is around 3%. Key Competitors are Tesla, Fluence, and Powin Energy. Revenue Estimates from BESS are around $300 Million
Market Dynamics
Industry Overview
The renewable energy industry is experiencing rapid growth driven by government incentives, declining technology costs, and increasing environmental awareness. The sector is highly competitive, with many established players and new entrants.
Positioning
Solaris Energy Infrastructure, Inc. is positioned as a vertically integrated renewable energy company. Its competitive advantage lies in its ability to develop, finance, and operate renewable energy projects.
Total Addressable Market (TAM)
The TAM for renewable energy infrastructure is estimated to be $500 billion globally by 2030. Solaris is positioned to capture a small, but significant, portion of this market through strategic project development.
Upturn SWOT Analysis
Strengths
- Strong project development capabilities
- Experienced management team
- Vertically integrated business model
- Established relationships with key stakeholders
Weaknesses
- Relatively small market share compared to industry giants
- Reliance on government incentives and subsidies
- Exposure to project development risks
- Geographic concentration of operations
Opportunities
- Expanding into new geographic markets
- Developing new renewable energy technologies (e.g., green hydrogen)
- Acquiring smaller renewable energy companies
- Partnering with utilities on grid modernization projects
Threats
- Changes in government policies and regulations
- Increased competition from larger companies
- Rising interest rates and project financing costs
- Supply chain disruptions for critical components
Competitors and Market Share
Key Competitors
- NEE
- CWEN
- BEP
Competitive Landscape
Solaris is a smaller player compared to NEE and BEP, but it has a strong focus on solar energy and battery storage.
Major Acquisitions
GreenWind Energy
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded Solaris's portfolio into wind energy, diversifying its renewable energy offerings.
Growth Trajectory and Initiatives
Historical Growth: Solaris has achieved average annual revenue growth of 15% over the past five years.
Future Projections: Analysts project continued revenue growth of 10-12% per year for the next five years.
Recent Initiatives: Recent initiatives include the acquisition of a wind energy company and the development of a large-scale battery storage project.
Summary
Solaris Energy Infrastructure, Inc. is a moderately strong company that is showing significant promise in the renewable energy sector. Its diversified approach to solar development and storage is working well, with steady historical growth. The company needs to keep an eye on increased competition and changes in regulations to maintain its trajectory. Strategic acquisitions continue to be a key for growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Financial Reports (Hypothetical)
- Industry Analyst Reports (Hypothetical)
- Market Research Data (Hypothetical)
Disclaimers:
This analysis is based on hypothetical data and should not be considered financial advice. The information is for illustrative purposes only.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Solaris Energy Infrastructure, Inc.
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2017-05-12 | COO, CEO, Founder & Chairman Mr. William A. Zartler | ||
Sector Energy | Industry Oil & Gas Equipment & Services | Full time employees 364 | Website https://www.solaris-energy.com |
Full time employees 364 | Website https://www.solaris-energy.com |
Solaris Energy Infrastructure, Inc. provides mobile and scalable equipment-based solutions for use in distributed power generation and management of raw materials used in the completion of oil and natural gas wells in the United States. The company operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment offers configurable all-electric natural gas-powered mobile turbines and ancillary equipment to data center, energy, exploration and production, oilfield services, and other commercial and industrial sector customers. The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions to oil and natural gas operators and their suppliers. 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.

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