SEI Solaris Energy Infrastructure, Inc.: fundamentals, insider trades, fund holders

Screener

Quality checklist

3 of 5 checks passed · quarter ending 2026-06-30

ROIC at least 10%8.3%failed
Operating margin up over 3 years+8.0 pppassed
Free cash flow at least 80% of net income-1327.7%failed
Share count up at most 5% in 3 years—no value
Net debt at most 3× EBITDA2.7×passed
Revenue grew over 3 years31.4%passed

Insider buying, last 90 days

Stake +35% · Sep 8

1 insider bought $500,994 in 2 purchases, 2026-09-08 – 2026-09-08

TEAGUE AJ · Director $500,994 · stake +35%

Tracked funds, latest reports

Active managers

+$33.51M +0.4 pp of the company

1 buying · 2 selling · 3 holding

Mutual funds & ETFs

−$3.29K −0.0 pp of the company

0 buying · 1 selling · 2 holding

Fundamentals

Financials

Insider trades

Fund holders

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity

SEISector12 quartersMarket cap$4.49B$7.59BEnterprise value$5.27B$10BAvg daily $ volume$154.47M$111.26MDaily turnover3.4%1.2%

Growth

SEISector12 quartersRevenue CAGR 3y31.4%5.3%

Revenue CAGR 5y47.4%8.2%

Revenue growth YoY46.9%10.3%

Revenue acceleration−8.4 pp+0.9 pp

FCF growth YoY—13.1%

FCF conversion-1327.7%116.2%

Forward growth (HoM est.)39.1%8.3%

Valuation

SEISector12 quartersP/E (trailing)81.9×25.3×P/E (forward, HoM est.)58.8×23.0×P/E vs. sector3.3×1.0×PEG (HoM est.)1.502.71EV/EBITDA17.9×14.5×EV/Sales6.9×2.4×FCF yield-13.8%3.9%Dividend yield0.6%0.6%Shareholder yield0.6%2.3%

Quality

SEISector12 quartersQuality checks passed34ROIC8.3%10.8%

Gross profitability—24.7%

Gross margin—35.2%

Gross margin Δ 3y—+1.1 pp

Operating margin24.3%11.0%

Operating margin Δ 3y+8.0 pp+0.6 pp

Debt/equity1.8×0.6×

Net debt/EBITDA2.7×1.6×

Interest coverage—6.4×

Share count Δ 3y—-2.7%

Stock compensation / revenue3.9%0.8%

Accruals ratio-13.0%-3.9%

Earnings & estimates

SEISector12 quartersDays to next report1413

Ownership & positioning

SEISector12 quartersInsider buys (90d)20Insiders buying (90d)10Insider net value (90d)$500.99K$0Institutional ownership92.7%94.5%Institutional Δ QoQ+2.7 pp+0.6 ppConviction funds net buying—−0.0 ppActive managers net buying+0.4 pp+0.0 ppActive funds net buying−0.0 pp+0.0 ppDays to cover6.193.81Short % of shares out21.3%4.6%Short interest Δ+0.8 pp+0.1 pp

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