Kodiak Gas Services (KGS) vs Solaris Energy Infrastructure (SEI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Solaris Energy Infrastructure (SEI) has outperformed Kodiak Gas Services (KGS) over the past year, gaining 51.6% versus a gain of 47.8%. Solaris Energy Infrastructure is the larger company by market cap ($7.69 billion vs $5.47 billion), about 1.4 times the size. On valuation, Kodiak Gas Services trades at a lower forward P/E (17.0x vs 21.6x for Solaris Energy Infrastructure).
Kodiak Gas Services offers the higher dividend yield (3.62% vs 0.63%). Kodiak Gas Services converts more of its revenue into profit, with a net margin of 6.2% 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 | KGS | SEI |
|---|---|---|
| Share price | $54.08 | $76.44 |
| Market cap | $5.47B | $7.69B |
| 1-day change | +0.94% | +4.60% |
| YTD return | +43.24% | +58.97% |
| 1-year return | +47.78% | +51.59% |
| 5-year return | — | +790.13% |
| P/E ratio (TTM) | 62.88 | 95.55 |
| Forward P/E | 17.04 | 21.59 |
| EPS (TTM) | $0.86 | $0.80 |
| Dividend yield | 3.62% | 0.63% |
| Annual dividend | $1.96 | $0.48 |
| Revenue (latest FY) | $1.31B | $622.21M |
| Revenue growth (YoY) | +12.83% | +98.73% |
| Net income (latest FY) | $80.52M | $30.17M |
| Gross margin | 63.31% | — |
| Operating margin | 25.99% | 21.76% |
| Net margin | 6.16% | 4.85% |
| 52-week high | $77.68 | $86.19 |
| 52-week low | $32.55 | $38.50 |
| Distance from 52-week high | -30.39% | -11.31% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +52.99% | +32.48% |
| Average volume | 1.77M | 3.05M |
| Shares outstanding | 101.10M | 65.83M |
| Employees | 1,300 | 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
- Solaris Energy Infrastructure trades at a higher earnings multiple (95.5x vs 62.9x trailing P/E).
- Kodiak Gas Services offers a meaningfully higher dividend yield (3.62% vs 0.63%).
- Solaris Energy Infrastructure grew revenue faster in its latest fiscal year (+98.73% vs +12.83%).
- The two companies sit in different sectors: Kodiak Gas Services in Utilities and Solaris Energy Infrastructure in Consumer Discretionary.
About Kodiak Gas Services
KGS stock →Kodiak Gas Services, Inc. operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States.
Utilities · Natural Gas Distribution · 1,300 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
KGS vs SEI FAQ
Which is bigger, Kodiak Gas Services or Solaris Energy Infrastructure?
Solaris Energy Infrastructure (SEI) is larger, with a market capitalization of $7.69B compared with $5.47B for Kodiak Gas Services (KGS).
Which stock has performed better over the past year, KGS or SEI?
SEI returned +51.59% over the past 12 months, compared with +47.78% for KGS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, KGS or SEI?
KGS has the lower trailing P/E at 62.9, versus 95.5 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, Kodiak Gas Services or Solaris Energy Infrastructure?
Kodiak Gas Services has the higher yield at 3.62%, compared with 0.63% for Solaris Energy Infrastructure.
Are Kodiak Gas Services and Solaris Energy Infrastructure in the same industry?
No. Kodiak Gas Services is in the Utilities sector, while Solaris Energy Infrastructure is in Consumer Discretionary.