NOV (NYSE:NOV) and Solaris Energy Infrastructure (NYSE:SEI) Head-To-Head Survey

Solaris Energy Infrastructure (NYSE:SEI) and NOV (NYSE:NOV) are both mid-cap energy companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, earnings, profitability, valuation, risk, institutional ownership and dividends.

Profitability

This table compares Solaris Energy Infrastructure and NOV’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Solaris Energy Infrastructure	7.99%	14.56%	4.82%
NOV	1.65%	4.23%	2.37%

Dividends

Solaris Energy Infrastructure pays an annual dividend of $0.48 per share and has a dividend yield of 0.8%. NOV pays an annual dividend of $0.36 per share and has a dividend yield of 2.0%. Solaris Energy Infrastructure pays out 50.0% of its earnings in the form of a dividend. NOV pays out 90.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. NOV has raised its dividend for 1 consecutive years. NOV is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Valuation and Earnings

This table compares Solaris Energy Infrastructure and NOV”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Solaris Energy Infrastructure	$622.21 million	7.59	$30.17 million	$0.96	64.21
NOV	$8.74 billion	0.72	$145.00 million	$0.40	44.15

NOV has higher revenue and earnings than Solaris Energy Infrastructure. NOV is trading at a lower price-to-earnings ratio than Solaris Energy Infrastructure, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

Solaris Energy Infrastructure has a beta of 1.4, meaning that its share price is 40% more volatile than the S&P 500. Comparatively, NOV has a beta of 0.96, meaning that its share price is 4% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and target prices for Solaris Energy Infrastructure and NOV, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Solaris Energy Infrastructure	0	1	9	2	3.08
NOV	2	9	4	0	2.13

Solaris Energy Infrastructure presently has a consensus price target of $98.69, indicating a potential upside of 60.11%. NOV has a consensus price target of $21.58, indicating a potential upside of 22.21%. Given Solaris Energy Infrastructure’s stronger consensus rating and higher probable upside, equities analysts clearly believe Solaris Energy Infrastructure is more favorable than NOV.

Insider and Institutional Ownership

67.4% of Solaris Energy Infrastructure shares are held by institutional investors. Comparatively, 93.3% of NOV shares are held by institutional investors. 20.2% of Solaris Energy Infrastructure shares are held by company insiders. Comparatively, 1.1% of NOV shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Solaris Energy Infrastructure beats NOV on 13 of the 18 factors compared between the two stocks.

About Solaris Energy Infrastructure

Solaris Energy Infrastructure, Inc. provides equipment and services for energy production and power generation. Its offerings include natural gas-fueled power systems and related equipment, as well as mobile systems used to store, transport and deliver proppant at oil and gas wells. The company was established as Solaris Oilfield Infrastructure and later adopted its current name as its business expanded beyond oilfield logistics. Its oilfield services primarily support operators in U.S. shale basins, while its power solutions serve customers seeking scalable power generation.

About NOV

NOV Inc. designs, manufactures and supports equipment and technology used across the oil and gas industry. Its offerings include drilling systems and components, downhole tools, tubular-handling equipment, and products and services for well completion and production. The company also provides equipment and integrated systems for land and offshore drilling rigs, along with aftermarket parts, maintenance and other field services. NOV serves customers worldwide, including drilling contractors, oilfield service companies and energy producers.