Solaris Energy Infrastructure (SEI) vs Tenaris S.A. (TS)
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 Tenaris S.A. (TS) over the past year, gaining 72.5% versus a gain of 52.7%. Over five years, SEI leads with a +825.6% price change compared with +141.8% for TS. Tenaris S.A. is the larger company by market cap ($28.06 billion vs $7.69 billion), about 3.6 times the size, while Solaris Energy Infrastructure is growing revenue faster (+98.7% vs -4.3%).
On valuation, Tenaris S.A. trades at a lower forward P/E (13.1x vs 21.6x for Solaris Energy Infrastructure). Tenaris S.A. offers the higher dividend yield (2.14% vs 0.63%). Tenaris S.A. converts more of its revenue into profit, with a net margin of 16.1% 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 | TS |
|---|---|---|
| Share price | $76.46 | $55.58 |
| Market cap | $7.69B | $28.06B |
| 1-day change | -4.07% | -2.27% |
| YTD return | +65.30% | +44.58% |
| 1-year return | +72.51% | +52.72% |
| 5-year return | +825.58% | +141.80% |
| P/E ratio (TTM) | 95.58 | 14.82 |
| Forward P/E | 21.60 | 13.12 |
| EPS (TTM) | $0.80 | $3.75 |
| Dividend yield | 0.63% | 2.14% |
| Annual dividend | $0.48 | $1.19 |
| Revenue (latest FY) | $622.21M | $11.98B |
| Revenue growth (YoY) | +98.73% | -4.33% |
| Net income (latest FY) | $30.17M | $1.93B |
| Gross margin | — | 34.39% |
| Operating margin | 21.76% | 19.06% |
| Net margin | 4.85% | 16.13% |
| 52-week high | $86.19 | $64.60 |
| 52-week low | $38.50 | $33.65 |
| Distance from 52-week high | -11.29% | -13.96% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +32.45% | +16.57% |
| Average volume | 3.04M | 1.29M |
| Shares outstanding | 65.83M | 504.82M |
| Employees | 468 | 26,000 |
| Sector | Consumer Discretionary | Industrials |
| Industry | Oil and Gas Field Machinery | Steel/Iron Ore |
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
- Tenaris S.A. is about 3.6 times larger than Solaris Energy Infrastructure by market value ($28.06B vs $7.69B).
- SEI has outperformed TS by 19.8 percentage points over the past year.
- Solaris Energy Infrastructure trades at a higher earnings multiple (95.6x vs 14.8x trailing P/E).
- Tenaris S.A. offers a meaningfully higher dividend yield (2.14% vs 0.63%).
- Tenaris S.A. is more profitable, keeping 16.1 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 -4.33%).
- The two companies sit in different sectors: Solaris Energy Infrastructure in Consumer Discretionary and Tenaris S.A. in Industrials.
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
About Tenaris S.A.
TS stock →Tenaris S.A., together with its subsidiaries, manufactures and supplies steel pipe products and related services for the energy industry and other industrial applications in North America, South America, Europe, the Middle East and Africa, and the Asia Pacific. It provides steel casings to sustain the walls of oil and gas wells during and after drilling; steel tubing for conducting crude oil and natural gas to the surface after drilling has been completed; steel line pipes to transport crude oil and natural gas from wells to refineries, storage tanks, and loading and distribution centers; and mechanical and structural pipes for the transportation of other forms of gas and liquids under high pressure.
Industrials · Steel/Iron Ore · 26,000 employees
SEI vs TS FAQ
Which is bigger, Solaris Energy Infrastructure or Tenaris S.A.?
Tenaris S.A. (TS) is larger, with a market capitalization of $28.06B compared with $7.69B for Solaris Energy Infrastructure (SEI).
Which stock has performed better over the past year, SEI or TS?
SEI returned +72.51% over the past 12 months, compared with +52.72% for TS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, SEI or TS?
TS has the lower trailing P/E at 14.8, 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 Tenaris S.A.?
Tenaris S.A. has the higher yield at 2.14%, compared with 0.63% for Solaris Energy Infrastructure.
Are Solaris Energy Infrastructure and Tenaris S.A. in the same industry?
No. Solaris Energy Infrastructure is in the Consumer Discretionary sector, while Tenaris S.A. is in Industrials.