Solaris Energy Infrastructure (SEI) vs Cactus (WHD)
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 Cactus (WHD) over the past year, gaining 73.6% versus a gain of 73.2%. Over five years, SEI leads with a +831.3% price change compared with +50.1% for WHD. Solaris Energy Infrastructure is the larger company by market cap ($7.69 billion vs $4.40 billion), about 1.7 times the size.
On valuation, Cactus trades at a lower forward P/E (17.3x vs 21.6x for Solaris Energy Infrastructure). Cactus offers the higher dividend yield (0.89% vs 0.63%). Cactus converts more of its revenue into profit, with a net margin of 15.4% 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 | WHD |
|---|---|---|
| Share price | $76.46 | $63.10 |
| Market cap | $7.69B | $4.40B |
| 1-day change | -4.07% | -1.67% |
| YTD return | +66.33% | +38.13% |
| 1-year return | +73.58% | +73.16% |
| 5-year return | +831.30% | +50.13% |
| P/E ratio (TTM) | 99.30 | 53.93 |
| Forward P/E | 21.60 | 17.28 |
| EPS (TTM) | $0.77 | $1.17 |
| Dividend yield | 0.63% | 0.89% |
| Annual dividend | $0.48 | $0.56 |
| Revenue (latest FY) | $622.21M | $1.08B |
| Revenue growth (YoY) | +98.73% | -4.49% |
| Net income (latest FY) | $30.17M | $166.01M |
| Gross margin | — | 37.02% |
| Operating margin | 21.76% | 23.21% |
| Net margin | 4.85% | 15.39% |
| 52-week high | $86.19 | $74.07 |
| 52-week low | $38.50 | $33.20 |
| Distance from 52-week high | -11.29% | -14.81% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +32.45% | +11.28% |
| Average volume | 3.05M | 775.95K |
| Shares outstanding | 65.83M | 69.73M |
| Employees | 468 | 1,500 |
| 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
- Solaris Energy Infrastructure trades at a higher earnings multiple (99.3x vs 53.9x trailing P/E).
- Cactus is more profitable, keeping 15.4 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 -4.49%).
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 Cactus
WHD stock →Cactus, Inc., together with its subsidiaries, designs, manufactures, sells, and rents engineered pressure control and spoolable pipe technologies in the United States, Australia, Canada, the Middle East, and internationally. The company operates in two segments: Pressure Control and Spoolable Technologies.
Consumer Discretionary · Oil and Gas Field Machinery · 1,500 employees
SEI vs WHD FAQ
Which is bigger, Solaris Energy Infrastructure or Cactus?
Solaris Energy Infrastructure (SEI) is larger, with a market capitalization of $7.69B compared with $4.40B for Cactus (WHD).
Which stock has performed better over the past year, SEI or WHD?
SEI returned +73.58% over the past 12 months, compared with +73.16% for WHD (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, SEI or WHD?
WHD has the lower trailing P/E at 53.9, versus 99.3 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 Cactus?
Cactus has the higher yield at 0.89%, compared with 0.63% for Solaris Energy Infrastructure.
Are Solaris Energy Infrastructure and Cactus in the same industry?
Yes. Both are classified in the Oil and Gas Field Machinery industry within the Consumer Discretionary sector.