Archrock (AROC) vs Solaris Energy Infrastructure (SEI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Solaris Energy Infrastructure (SEI) has outperformed Archrock (AROC) over the past year, gaining 73.6% versus a gain of 23.6%. Over five years, SEI leads with a +831.3% price change compared with +248.3% for AROC. Solaris Energy Infrastructure is the larger company by market cap ($7.69 billion vs $5.28 billion), about 1.5 times the size.
On valuation, Archrock trades at a lower forward P/E (13.7x vs 21.6x for Solaris Energy Infrastructure). Archrock offers the higher dividend yield (2.92% vs 0.63%). Archrock converts more of its revenue into profit, with a net margin of 21.6% versus 4.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AROC | SEI |
|---|---|---|
| Share price | $30.09 | $76.46 |
| Market cap | $5.28B | $7.69B |
| 1-day change | -2.40% | -4.07% |
| YTD return | +15.64% | +66.33% |
| 1-year return | +23.62% | +73.58% |
| 5-year return | +248.26% | +831.30% |
| P/E ratio (TTM) | 16.18 | 99.30 |
| Forward P/E | 13.73 | 21.60 |
| EPS (TTM) | $1.86 | $0.77 |
| Dividend yield | 2.92% | 0.63% |
| Annual dividend | $0.88 | $0.48 |
| Revenue (latest FY) | $1.49B | $622.21M |
| Revenue growth (YoY) | +28.70% | +98.73% |
| Net income (latest FY) | $322.29M | $30.17M |
| Gross margin | 48.57% | — |
| Operating margin | — | 21.76% |
| Net margin | 21.63% | 4.85% |
| 52-week high | $42.23 | $86.19 |
| 52-week low | $22.88 | $38.50 |
| Distance from 52-week high | -28.75% | -11.29% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +41.24% | +32.45% |
| Average volume | 1.74M | 3.05M |
| Shares outstanding | 175.34M | 65.83M |
| Employees | 1,350 | 468 |
| Sector | Utilities | Consumer Discretionary |
| Industry | Natural Gas Distribution | Oil and Gas Field Machinery |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- SEI has outperformed AROC by 50.0 percentage points over the past year.
- Solaris Energy Infrastructure trades at a higher earnings multiple (99.3x vs 16.2x trailing P/E).
- Archrock offers a meaningfully higher dividend yield (2.92% vs 0.63%).
- Archrock is more profitable, keeping 21.6 cents of every revenue dollar as net income versus 4.8 cents for Solaris Energy Infrastructure.
- Solaris Energy Infrastructure grew revenue faster in its latest fiscal year (+98.73% vs +28.70%).
- The two companies sit in different sectors: Archrock in Utilities and Solaris Energy Infrastructure in Consumer Discretionary.
About Archrock
AROC stock →Archrock, Inc., together with its subsidiaries, operates as an energy infrastructure company in the United States. The company operates in two segments, Contract Operations and Aftermarket Services.
Utilities · Natural Gas Distribution · 1,350 employees
About Solaris Energy Infrastructure
SEI stock →Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States.
Consumer Discretionary · Oil and Gas Field Machinery · 468 employees
AROC vs SEI FAQ
Which is bigger, Archrock or Solaris Energy Infrastructure?
Solaris Energy Infrastructure (SEI) is larger, with a market capitalization of $7.69B compared with $5.28B for Archrock (AROC).
Which stock has performed better over the past year, AROC or SEI?
SEI returned +73.58% over the past 12 months, compared with +23.62% for AROC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AROC or SEI?
AROC has the lower trailing P/E at 16.2, versus 99.3 for SEI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Archrock or Solaris Energy Infrastructure?
Archrock has the higher yield at 2.92%, compared with 0.63% for Solaris Energy Infrastructure.
Are Archrock and Solaris Energy Infrastructure in the same industry?
No. Archrock is in the Utilities sector, while Solaris Energy Infrastructure is in Consumer Discretionary.