NOV (NOV) 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 NOV (NOV) over the past year, gaining 73.6% versus a gain of 36.0%. Over five years, SEI leads with a +831.3% price change compared with +24.2% for NOV. Solaris Energy Infrastructure is the larger company by market cap ($7.25 billion vs $6.76 billion), about 1.1 times the size.
On valuation, NOV trades at a lower forward P/E (14.8x vs 20.3x for Solaris Energy Infrastructure). NOV offers the higher dividend yield (1.74% vs 0.67%). Solaris Energy Infrastructure converts more of its revenue into profit, with a net margin of 4.8% versus 1.7%.
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 | NOV | SEI |
|---|---|---|
| Share price | $18.97 | $72.01 |
| Market cap | $6.76B | $7.25B |
| 1-day change | +1.85% | -5.82% |
| YTD return | +19.13% | +66.33% |
| 1-year return | +36.01% | +73.58% |
| 5-year return | +24.22% | +831.30% |
| P/E ratio (TTM) | 70.24 | 90.01 |
| Forward P/E | 14.79 | 20.34 |
| EPS (TTM) | $0.27 | $0.80 |
| Dividend yield | 1.74% | 0.67% |
| Annual dividend | $0.33 | $0.48 |
| Revenue (latest FY) | $8.74B | $622.21M |
| Revenue growth (YoY) | -1.42% | +98.73% |
| Net income (latest FY) | $145.00M | $30.17M |
| Gross margin | 20.21% | — |
| Operating margin | 5.65% | 21.76% |
| Net margin | 1.66% | 4.85% |
| 52-week high | $21.93 | $86.19 |
| 52-week low | $12.29 | $38.50 |
| Distance from 52-week high | -13.52% | -16.45% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +16.69% | +40.63% |
| Average volume | 3.34M | 3.03M |
| Shares outstanding | 356.48M | 65.83M |
| Employees | 31,605 | 468 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Oil and Gas Field Machinery | 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 NOV by 37.6 percentage points over the past year.
- Solaris Energy Infrastructure trades at a higher earnings multiple (90.0x vs 70.2x trailing P/E).
- NOV offers a meaningfully higher dividend yield (1.74% vs 0.67%).
- Solaris Energy Infrastructure grew revenue faster in its latest fiscal year (+98.73% vs -1.42%).
About NOV
NOV stock →NOV Inc. designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally.
Consumer Discretionary · Oil and Gas Field Machinery · 31,605 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
NOV vs SEI FAQ
Which is bigger, NOV or Solaris Energy Infrastructure?
Solaris Energy Infrastructure (SEI) is larger, with a market capitalization of $7.25B compared with $6.76B for NOV (NOV).
Which stock has performed better over the past year, NOV or SEI?
SEI returned +73.58% over the past 12 months, compared with +36.01% for NOV (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, NOV or SEI?
NOV has the lower trailing P/E at 70.2, versus 90.0 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, NOV or Solaris Energy Infrastructure?
NOV has the higher yield at 1.74%, compared with 0.67% for Solaris Energy Infrastructure.
Are NOV 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.