MetaCap

DNOW (DNOW) vs Solaris Energy Infrastructure (SEI)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.

Summary

Solaris Energy Infrastructure (SEI) has outperformed DNOW (DNOW) over the past year, gaining 73.6% versus a loss of 1.0%. Over five years, SEI leads with a +831.3% price change compared with +67.5% for DNOW. Solaris Energy Infrastructure is the larger company by market cap ($7.69 billion vs $2.78 billion), about 2.8 times the size.

On valuation, DNOW trades at a lower forward P/E (18.6x vs 21.6x for Solaris Energy Infrastructure). Solaris Energy Infrastructure pays a dividend yielding 0.63%, while DNOW does not currently pay one.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

DNOW-0.97%SEI+73.58%
+94%+30%-34%
Oct 7, 20251 yearOct 7, 2026
DNOW+73.56%SEI+805.92%
+927%+429%-69%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

DNOW versus SEI key metrics
MetricDNOWSEI
Share price$15.36$76.46
Market cap$2.78B$7.69B
1-day change-3.27%-4.07%
YTD return+15.92%+66.33%
1-year return-0.97%+73.58%
5-year return+67.50%+831.30%
P/E ratio (TTM)—95.58
Forward P/E18.6421.60
EPS (TTM)$-1.49$0.80
Dividend yield0.00%0.63%
Annual dividend$0.00$0.48
Revenue (latest FY)—$622.21M
Revenue growth (YoY)—+98.73%
Net income (latest FY)—$30.17M
Operating margin—21.76%
Net margin—4.85%
52-week high$17.26$86.19
52-week low$10.94$38.50
Distance from 52-week high-11.01%-11.29%
Analyst consensusstrong_buystrong_buy
Avg. price target upside+22.07%+32.45%
Average volume2.32M3.05M
Shares outstanding180.79M65.83M
Employees5,100468
SectorConsumer DiscretionaryConsumer Discretionary
IndustryOil and Gas Field MachineryOil 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

  • Solaris Energy Infrastructure is about 2.8 times larger than DNOW by market value ($7.69B vs $2.78B).
  • SEI has outperformed DNOW by 74.5 percentage points over the past year.

About DNOW

DNOW stock →

DNOW Inc. distributes pipe, valves, fittings, and pumps in the United States, Canada, and internationally.

Consumer Discretionary · Oil and Gas Field Machinery · 5,100 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

DNOW vs SEI FAQ

Which is bigger, DNOW or Solaris Energy Infrastructure?

Solaris Energy Infrastructure (SEI) is larger, with a market capitalization of $7.69B compared with $2.78B for DNOW (DNOW).

Which stock has performed better over the past year, DNOW or SEI?

SEI returned +73.58% over the past 12 months, compared with -0.97% for DNOW (price return, excluding dividends). Past performance does not predict future results.

Which pays a higher dividend, DNOW or Solaris Energy Infrastructure?

Solaris Energy Infrastructure pays a dividend yielding 0.63%, while DNOW does not currently pay a regular dividend.

Are DNOW and Solaris Energy Infrastructure in the same industry?

Yes. Both are classified in the Oil and Gas Field Machinery industry within the Consumer Discretionary sector.

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