Solaris Energy Infrastructure (NASDAQ:SEI) vs. NPK International (NYSE:NPKI) Head-To-Head Analysis

Solaris Energy Infrastructure (NASDAQ:SEI) and NPK International (NYSE:NPKI) are both small-cap energy companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, valuation, profitability, risk, dividends and earnings.

Institutional and Insider Ownership

67.4% of Solaris Energy Infrastructure shares are owned by institutional investors. Comparatively, 80.8% of NPK International shares are owned by institutional investors. 34.7% of Solaris Energy Infrastructure shares are owned by company insiders. Comparatively, 4.8% of NPK International shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Valuation & Earnings

This table compares Solaris Energy Infrastructure and NPK International”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Solaris Energy Infrastructure	$313.09 million	4.88	$24.34 million	$0.49	46.46
NPK International	$217.49 million	2.33	$14.52 million	($1.72)	-3.41

Solaris Energy Infrastructure has higher revenue and earnings than NPK International. NPK International 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.

Risk & Volatility

Solaris Energy Infrastructure has a beta of 1.32, suggesting that its stock price is 32% more volatile than the S&P 500. Comparatively, NPK International has a beta of 2.86, suggesting that its stock price is 186% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Solaris Energy Infrastructure and NPK International, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Solaris Energy Infrastructure	0	0	5	1	3.17
NPK International	0	0	1	1	3.50

Solaris Energy Infrastructure presently has a consensus target price of $45.75, suggesting a potential upside of 100.98%. NPK International has a consensus target price of $11.50, suggesting a potential upside of 96.25%. Given Solaris Energy Infrastructure’s higher possible upside, research analysts clearly believe Solaris Energy Infrastructure is more favorable than NPK International.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Solaris Energy Infrastructure	4.80%	6.66%	4.12%
NPK International	-28.47%	5.93%	4.08%

Summary

Solaris Energy Infrastructure beats NPK International on 11 of the 14 factors compared between the two stocks.

About Solaris Energy Infrastructure

Solaris Energy Infrastructure, Inc. is a holding company, which engages in the manufacture of patented mobile proppant management systems that unload, store, and deliver proppant to oil and natural gas well sites. Its products include Mobile Proppant and Mobile Chemical Management Systems, and Inventory Management Software. The firm’s services include field, last mile management, and transloading services. The company was founded by William A. Zartler in 2014 and is headquartered in Houston, TX.

About NPK International

NPK International Inc. provides products, rentals, and services primarily to the oil and natural gas exploration and production (E&P) industry. It operates through two segments, Fluids Systems and Industrial Solutions. The Fluids Systems segment provides drilling, completion, and stimulation fluids products and related technical services to customers primarily in the North America, Europe, the Middle East, and Africa, as well as other countries in the Asia Pacific and Latin America. The Industrial Solutions segment offers composite matting system rentals utilized for temporary worksite access; related site construction and services to customers in various markets, including power transmission, E&P, pipeline, renewable energy, petrochemical, construction, and other industries primarily in the United States and Europe; recyclable composite mats to customers worldwide; and access road construction, site planning and preparation, environmental protection, erosion control, and site restoration services. The company was formerly known as Newpark Resources, Inc. and changed its name to NPK International Inc. in December 2024. The company was incorporated in 1932 and is headquartered in The Woodlands, Texas.