Solaris Oilfield Infrastructure, Inc. (SOI)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Solaris Oilfield Infrastructure, Inc. (SOI) trades at $11.32 with AI Score 58/100 (Grade B). Solaris Oilfield Infrastructure, Inc. provides equipment and services for oil and natural gas well sites. Market cap: 499M, Sector: Energy.
Price live · AI analysis from May 9, 2026Analyst Coverage for SOI: SOI does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SOI against Energy peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
SOI: 3/7 perspectives are bullish. Dominant signal: Ken Griffin bullish.
How is this calculated? →Solaris Oilfield Infrastructure, Inc. (SOI) Energy Operations & Outlook
Solaris Oilfield Infrastructure, Inc. specializes in mobile proppant and fluid management solutions for the oil and gas industry. The company's integrated systems and logistics services aim to enhance efficiency and reduce costs for exploration and production companies in the United States.
What Is the Investment Thesis for SOI?
Solaris Oilfield Infrastructure presents an investment case centered on its specialized equipment and services for the oil and gas industry. With a market capitalization of 499M and a P/E ratio of 75.7, the company's financial performance is closely tied to the activity levels in the oil and gas sector. A key value driver is the increasing demand for efficient proppant and fluid management solutions, driven by the ongoing need to optimize hydraulic fracturing operations. The company's proprietary technologies, such as Railtronix and Solaris Lens, could provide a competitive edge. However, potential risks include fluctuations in oil and gas prices, which can impact drilling activity and demand for Solaris's services. The dividend yield of 0.66% offers a modest return, while the beta of 1.22 indicates higher volatility compared to the overall market.
Based on FMP financials and quantitative analysis
SOI Key Highlights
- Market Cap of 499M reflects the company's size and market valuation within the oilfield services sector.
- P/E ratio of 75.7 indicates the price investors are willing to pay for each dollar of Solaris's earnings.
- Profit Margin of 6.7% shows the percentage of revenue that turns into profit, reflecting operational efficiency.
- Gross Margin of 34.0% demonstrates the profitability of Solaris's products and services before operating expenses.
- Dividend Yield of 0.66% provides a small income stream for investors, representing the annual dividend payment as a percentage of the stock price.
Who Are SOI's Competitors?
SOI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SLB SLB N.V. | $45.91 | +1.73% | $68.64B | 67 |
| PLSDF Pulse Seismic Inc. | $2.39 | +1.27% | $121.21M | 67 |
| LB LandBridge Company LLC | $76.84 | +4.19% | $5.92B | 63 |
| SEI Solaris Energy Infrastructure, Inc. | $67.46 | +0.40% | $4.84B | 63 |
| EFXT Enerflex Ltd. | $22.63 | -1.95% | $2.76B | 62 |
| STAK STAK Inc. Ordinary Shares | $4.04 | -7.97% | $40.44M | 58 |
| MTTRF Mattr Corp. | $9.36 | +3.79% | $574.29M | 58 |
| CAWLF CWC Energy Services Corp. | $0.13 | -1.94% | $65.31M | 59 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SOI's Key Strengths?
- Specialized equipment and services for proppant and fluid management.
- Proprietary technology such as Railtronix and AutoBlend.
- Strategic transloading facilities in key shale plays.
- Integrated solutions offering equipment, services, and software.
What Are SOI's Weaknesses?
- Reliance on the cyclical oil and gas industry.
- Limited geographic diversification.
- Relatively small market capitalization compared to larger competitors.
- High P/E ratio may indicate overvaluation.
What Could Drive SOI Stock Higher?
- Increased drilling activity in key shale plays driving demand for proppant and fluid management solutions.
- Adoption of AutoBlend technology due to stricter environmental regulations.
- Potential partnerships with rail operators to improve transportation efficiency.
- Development and launch of advanced inventory management software.
What Are the Key Risks for SOI?
- Rich valuation — a P/E of 75.7 runs well above the Energy sector’s ~17x, leaving little room for a miss.
- Fluctuations in oil and gas prices impacting drilling activity and demand for Solaris's services.
- Intense competition from larger oilfield service companies.
- Changes in environmental regulations impacting hydraulic fracturing.
- Technological advancements rendering existing equipment obsolete.
What Are the Growth Opportunities for SOI?
- Expansion of Last-Mile Logistics Services: Solaris can expand its last-mile logistics management services to capture a larger share of the proppant and fluid delivery market. The market for oilfield logistics is estimated to be worth billions of dollars annually, with a growing emphasis on efficiency and reliability. By leveraging its existing infrastructure and technology, Solaris can offer integrated solutions that optimize transportation and storage, reducing costs and improving service levels for its customers. This expansion can be achieved through strategic partnerships, acquisitions, and organic growth initiatives, with a potential timeline of 2-3 years.
- Adoption of AutoBlend Technology: Solaris's AutoBlend technology, an integrated electric blender, presents a significant growth opportunity. As environmental regulations become stricter, the demand for cleaner and more efficient blending solutions is expected to increase. The market for electric blending systems is projected to grow at a CAGR of 8-10% over the next five years. By promoting the environmental benefits and cost savings of AutoBlend, Solaris can attract customers seeking to reduce their carbon footprint and improve operational efficiency. This growth can be accelerated through targeted marketing campaigns and collaborations with environmentally conscious exploration and production companies.
- Geographic Expansion into New Shale Plays: Solaris can pursue geographic expansion into emerging shale plays to diversify its revenue streams and reduce its reliance on existing markets. The Permian Basin currently dominates shale production, but other regions, such as the Eagle Ford and Haynesville, offer significant growth potential. By establishing a presence in these new areas, Solaris can tap into new customer bases and capitalize on the increasing drilling activity. This expansion can be achieved through strategic partnerships with local operators and the establishment of new transloading facilities, with a potential timeline of 3-5 years.
- Development of Advanced Inventory Management Software: Solaris can further develop its Railtronix inventory management software to offer more advanced features and capabilities. The market for oilfield software solutions is growing rapidly, driven by the increasing need for real-time data and analytics. By incorporating machine learning and artificial intelligence into Railtronix, Solaris can provide customers with predictive insights and optimized inventory management strategies. This enhancement can be achieved through ongoing investment in research and development, with a potential timeline of 1-2 years.
- Strategic Partnerships with Rail Operators: Forming strategic partnerships with rail operators can enhance Solaris's transportation capabilities and improve the efficiency of its proppant delivery services. The rail transportation market for oilfield materials is substantial, with a growing emphasis on reliability and cost-effectiveness. By collaborating with rail operators, Solaris can secure preferential access to railcars and optimize its transportation routes, reducing delivery times and improving service levels for its customers. These partnerships can be established through long-term contracts and joint ventures, with a potential timeline of 6-12 months.
What Opportunities Does SOI Have?
- Expansion into new shale plays and geographic regions.
- Increased adoption of AutoBlend technology due to environmental regulations.
- Development of advanced inventory management software.
- Strategic partnerships with rail operators to improve transportation efficiency.
What Threats Does SOI Face?
- Fluctuations in oil and gas prices impacting drilling activity.
- Intense competition from larger oilfield service companies.
- Changes in environmental regulations impacting hydraulic fracturing.
- Technological advancements rendering existing equipment obsolete.
What Are SOI's Competitive Advantages?
- Proprietary Technology: Railtronix inventory management software and AutoBlend integrated electric blender.
- Strategic Locations: Transloading facilities strategically located in key shale plays.
- Integrated Solutions: Offering a combination of equipment, services, and software for comprehensive proppant and fluid management.
- Established Relationships: Long-standing relationships with exploration and production companies.
What Does SOI Do?
Founded in 2014 and headquartered in Houston, Texas, Solaris Oilfield Infrastructure, Inc. designs, manufactures, and sells mobile equipment used in the oil and natural gas industry. The company's core business revolves around providing solutions for unloading, storing, and delivering proppant, water, and chemicals at well sites. These mobile systems are designed to improve the efficiency and reduce the costs associated with last-mile logistics in hydraulic fracturing operations. Solaris operates a transloading facility for proppant, utilizing railcars for efficient storage and transfer. The company also develops and offers Railtronix, an inventory management software, and Solaris Lens software. In addition to its equipment offerings, Solaris provides last-mile logistics management services and AutoBlend, an integrated electric blender. The company serves exploration and production companies, as well as oilfield service providers, offering top-fill equipment for quick unloading from bottom drop trucks and comprehensive fluid management systems. Solaris Oilfield Infrastructure aims to optimize well site operations through its integrated solutions and technology.
What Products and Services Does SOI Offer?
- Designs and manufactures mobile proppant management systems.
- Provides equipment for storing and delivering proppant, water, and chemicals at well sites.
- Operates transloading facilities for transferring proppant from railcars to trucks.
- Develops inventory management software (Railtronix) for tracking proppant and other materials.
- Offers last-mile logistics management services to ensure efficient delivery of materials to well sites.
- Provides AutoBlend, an integrated electric blender for fluid management.
- Offers Solaris Lens software for real-time monitoring and optimization of well site operations.
How Does SOI Make Money?
- Sells mobile proppant and fluid management equipment to exploration and production companies.
- Generates revenue from providing last-mile logistics management services.
- Earns fees from transloading and storage of proppant at its facilities.
- Licenses its Railtronix and Solaris Lens software to customers for inventory management and operational optimization.
What Industry Does SOI Operate In?
Solaris Oilfield Infrastructure operates within the oil and gas equipment and services industry, which is heavily influenced by commodity prices and drilling activity. The industry is characterized by intense competition, with companies vying to provide innovative solutions that enhance efficiency and reduce costs for exploration and production companies. Market trends include a focus on automation, digitalization, and environmentally sustainable practices. Solaris's focus on mobile proppant and fluid management systems positions it to capitalize on the demand for efficient last-mile logistics in hydraulic fracturing operations. Competitors include companies offering similar equipment and services, requiring Solaris to differentiate itself through technology, service quality, and cost-effectiveness.
Who Are SOI's Key Customers?
- Exploration and production (E&P) companies involved in hydraulic fracturing.
- Oilfield service companies that provide services to E&P companies.
- Companies requiring efficient proppant and fluid management solutions at well sites.
ROE 8%Key Financial Metrics
Return on equity for Solaris Oilfield Infrastructure, Inc. stands at 8.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.5%, showing how much profit it generates from its asset base. SOI trades at a trailing price-to-earnings ratio of 75.73, above the Energy sector average of ~17x. Its free cash flow yield is -12.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.11 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 1.3%, the inverse of the P/E and a quick read on earnings relative to price.
Solaris Oilfield Infrastructure, Inc. (SOI) Valuation Context
Valued at 499M, SOI is classified as a small-cap stock. Relative to its peer group, SOI's quantitative score of 58/100 is roughly in line with the peer average of 64/100.
Company Profile
Solaris Oilfield Infrastructure, Inc. operates in the Oil & Gas Equipment & Services industry within the Energy sector. It is headquartered in Houston, US. The company is led by CEO William A. Zartler. SOI has traded publicly since 2017.
F-Score 4/9Financial Health
Solaris Oilfield Infrastructure, Inc.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile.
FY2026 estForward Outlook
Wall Street analysts project Solaris Oilfield Infrastructure, Inc. revenue of about $315.6M for fiscal 2026, with EPS near $0.98.
Net buyingInsider Activity
The most recent 12 insider filings for Solaris Oilfield Infrastructure, Inc. break down as 3 sales and 9 purchases. On net that is roughly 135K shares acquired (about $246K) — insiders putting money in tends to read as conviction.
SOI Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that key stakeholders believe in its growth potential.
- Community sentiment has turned positive, with discussions highlighting the company's strategic positioning in the oilfield services sector.
- Recent contracts and partnerships have bolstered optimism around Solaris's ability to capitalize on increasing energy demands.
- Market perception has improved as investors recognize the company's role in supporting sustainable energy practices, aligning with broader industry trends.
Bear Case
- Concerns over fluctuating oil prices have led some investors to question the sustainability of Solaris's revenue streams in the near term.
- Bearish sentiment in online forums reflects worries about potential regulatory changes impacting the oil and gas sector.
- Recent earnings reports showed mixed results, leading some analysts to express caution about the company's short-term outlook.
- Increased competition in the oilfield services market may pressure margins, raising concerns among investors about future profitability.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SOI Latest News
No recent news available for SOI.
SOI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SOI.
Price Targets
Wall Street price target analysis for SOI.
SOI MoonshotScore
What does this score mean?
The MoonshotScore rates SOI's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: William A. Zartler
CEO
William A. Zartler is the CEO of Solaris Oilfield Infrastructure, Inc. His background includes extensive experience in the energy sector, with a focus on oilfield services and infrastructure. Prior to joining Solaris, Zartler held leadership positions at various energy companies, where he was responsible for strategic planning, business development, and operational management. He brings a wealth of knowledge and expertise to Solaris, guiding the company's growth and innovation in the oil and gas industry. Zartler's experience encompasses both technical and commercial aspects of the energy business.
Track Record: Under William A. Zartler's leadership, Solaris Oilfield Infrastructure has focused on expanding its product and service offerings, including the development of Railtronix and AutoBlend. He has overseen the company's strategic investments in transloading facilities and technology, aiming to enhance efficiency and reduce costs for customers. Zartler has also emphasized building strong relationships with exploration and production companies, positioning Solaris as a trusted partner in the oilfield services sector.
What Investors Ask About Solaris Oilfield Infrastructure, Inc. (SOI) — Energy
What does Solaris Oilfield Infrastructure, Inc. do?
Solaris Oilfield Infrastructure, Inc. specializes in providing mobile equipment and services for proppant and fluid management at oil and natural gas well sites. The company designs, manufactures, and sells mobile systems for unloading, storing, and delivering proppant, water, and chemicals. Solaris also operates transloading facilities for efficient transfer of proppant from railcars to trucks. Additionally, the company develops and offers Railtronix, an inventory management software, and provides last-mile logistics management services, aiming to optimize well site operations and reduce costs for exploration and production companies.
What do analysts say about SOI stock?
Analyst coverage of Solaris Oilfield Infrastructure, Inc. (SOI) typically focuses on the company's growth prospects within the oilfield services sector and its ability to capitalize on increased drilling activity. Key valuation metrics, such as the P/E ratio and market capitalization, are closely monitored to assess the company's financial performance. Analyst consensus generally reflects expectations for continued growth in revenue and earnings, driven by the increasing demand for efficient proppant and fluid management solutions. However, potential risks, such as fluctuations in oil and gas prices and intense competition, are also considered in their evaluations. This is not investment advice, and any investment decisions should be made after consulting with a qualified financial advisor.
What are the main risks for SOI?
Solaris Oilfield Infrastructure, Inc. faces several key risks, primarily related to its dependence on the cyclical oil and gas industry. Fluctuations in oil and gas prices can significantly impact drilling activity, which in turn affects the demand for Solaris's equipment and services. Intense competition from larger oilfield service companies poses a threat to Solaris's market share and profitability. Changes in environmental regulations, particularly those impacting hydraulic fracturing, could also negatively affect the company's operations. Additionally, technological advancements in the industry could render Solaris's existing equipment obsolete, requiring ongoing investment in research and development to maintain a competitive edge.
What are the key factors to evaluate for SOI?
Solaris Oilfield Infrastructure, Inc. (SOI) holds an AI score of 58/100 (moderate). P/E: 75.7x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does SOI data refresh on this page?
SOI prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SOI's recent stock price performance?
Solaris Oilfield Infrastructure, Inc. (SOI) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Specialized equipment and services for proppant and fluid management. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SOI overvalued or undervalued right now?
Solaris Oilfield Infrastructure, Inc. (SOI) trades at 75.7x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SOI?
Before investing in Solaris Oilfield Infrastructure, Inc. (SOI), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available company data and market analysis.
- Financial metrics are as of the latest available reporting period.
- Industry trends and competitive landscape are subject to change.