Solaris Energy Infrastructure (SEI) vs Tidewater (TDW)
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 Tidewater (TDW) over the past year, gaining 72.5% versus a gain of 53.5%. Over five years, SEI leads with a +825.6% price change compared with +563.5% for TDW. Solaris Energy Infrastructure is the larger company by market cap ($7.69 billion vs $4.15 billion), about 1.9 times the size.
On valuation, Tidewater trades at a lower forward P/E (13.9x vs 21.6x for Solaris Energy Infrastructure). Solaris Energy Infrastructure pays a dividend yielding 0.63%, while Tidewater does not currently pay one. Tidewater converts more of its revenue into profit, with a net margin of 24.7% 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 | SEI | TDW |
|---|---|---|
| Share price | $76.46 | $83.40 |
| Market cap | $7.69B | $4.15B |
| 1-day change | -4.07% | +1.62% |
| YTD return | +65.30% | +64.07% |
| 1-year return | +72.51% | +53.46% |
| 5-year return | +825.58% | +563.49% |
| P/E ratio (TTM) | 95.58 | 16.99 |
| Forward P/E | 21.60 | 13.87 |
| EPS (TTM) | $0.80 | $4.91 |
| Dividend yield | 0.63% | 0.00% |
| Annual dividend | $0.48 | $0.00 |
| Revenue (latest FY) | $622.21M | $1.35B |
| Revenue growth (YoY) | +98.73% | +0.52% |
| Net income (latest FY) | $30.17M | $334.66M |
| Operating margin | 21.76% | 20.89% |
| Net margin | 4.85% | 24.74% |
| 52-week high | $86.19 | $101.58 |
| 52-week low | $38.50 | $46.65 |
| Distance from 52-week high | -11.29% | -17.90% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +32.45% | +13.76% |
| Average volume | 3.04M | 618.97K |
| Shares outstanding | 65.83M | 49.76M |
| Employees | 468 | 7,300 |
| Sector | Energy | Energy |
| Industry | Oil & Gas Equipment & Services | Oil & Gas Equipment & Services |
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 TDW by 19.0 percentage points over the past year.
- Solaris Energy Infrastructure trades at a higher earnings multiple (95.6x vs 17.0x trailing P/E).
- Tidewater is more profitable, keeping 24.7 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 +0.52%).
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.
Energy · Oil & Gas Equipment & Services · 468 employees
About Tidewater
TDW stock →Tidewater Inc., together with its subsidiaries, provides offshore support vessels and marine support services to the offshore energy industry through the operation of a fleet of offshore marine service vessels worldwide. The company operates through five segments: Americas, Asia Pacific, Middle East, Europe/Mediterranean, and West Africa.
Energy · Oil & Gas Equipment & Services · 7,300 employees
SEI vs TDW FAQ
Which is bigger, Solaris Energy Infrastructure or Tidewater?
Solaris Energy Infrastructure (SEI) is larger, with a market capitalization of $7.69B compared with $4.15B for Tidewater (TDW).
Which stock has performed better over the past year, SEI or TDW?
SEI returned +72.51% over the past 12 months, compared with +53.46% for TDW (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, SEI or TDW?
TDW has the lower trailing P/E at 17.0, versus 95.6 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, Solaris Energy Infrastructure or Tidewater?
Solaris Energy Infrastructure pays a dividend yielding 0.63%, while Tidewater does not currently pay a regular dividend.
Are Solaris Energy Infrastructure and Tidewater in the same industry?
Yes. Both are classified in the Oil & Gas Equipment & Services industry within the Energy sector.