NPK International (NYSE:NPKI – Get Free Report) and Solaris Energy Infrastructure (NASDAQ:SEI – Get Free Report) are both small-cap energy companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, earnings, valuation, dividends, profitability, risk and analyst recommendations.
Institutional & Insider Ownership
80.8% of NPK International shares are owned by institutional investors. Comparatively, 67.4% of Solaris Energy Infrastructure shares are owned by institutional investors. 4.8% of NPK International shares are owned by company insiders. Comparatively, 34.7% of Solaris Energy Infrastructure shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
Profitability
This table compares NPK International and Solaris Energy Infrastructure’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| NPK International | -28.47% | 5.93% | 4.08% |
| Solaris Energy Infrastructure | 4.80% | 6.66% | 4.12% |
Analyst Ratings
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| NPK International | 0 | 0 | 1 | 0 | 3.00 |
| Solaris Energy Infrastructure | 0 | 0 | 5 | 1 | 3.17 |
NPK International currently has a consensus target price of $12.00, suggesting a potential upside of 97.69%. Solaris Energy Infrastructure has a consensus target price of $45.75, suggesting a potential upside of 95.46%. Given NPK International’s higher possible upside, equities analysts clearly believe NPK International is more favorable than Solaris Energy Infrastructure.
Earnings and Valuation
This table compares NPK International and Solaris Energy Infrastructure”s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| NPK International | $217.49 million | 2.42 | $14.52 million | ($1.72) | -3.53 |
| Solaris Energy Infrastructure | $313.09 million | 5.02 | $24.34 million | $0.49 | 47.77 |
Solaris Energy Infrastructure has higher revenue and earnings than NPK International. NPK International is trading at a lower price-to-earnings ratio than Solaris Energy Infrastructure, indicating that it is currently the more affordable of the two stocks.
Volatility and Risk
NPK International has a beta of 2.86, indicating that its share price is 186% more volatile than the S&P 500. Comparatively, Solaris Energy Infrastructure has a beta of 1.32, indicating that its share price is 32% more volatile than the S&P 500.
Summary
Solaris Energy Infrastructure beats NPK International on 12 of the 15 factors compared between the two stocks.
About NPK International
NPK International Inc. provides products, rentals, and services primarily to the oil and natural gas exploration and production (E&P) industry. It operates through two segments, Fluids Systems and Industrial Solutions. The Fluids Systems segment provides drilling, completion, and stimulation fluids products and related technical services to customers primarily in the North America, Europe, the Middle East, and Africa, as well as other countries in the Asia Pacific and Latin America. The Industrial Solutions segment offers composite matting system rentals utilized for temporary worksite access; related site construction and services to customers in various markets, including power transmission, E&P, pipeline, renewable energy, petrochemical, construction, and other industries primarily in the United States and Europe; recyclable composite mats to customers worldwide; and access road construction, site planning and preparation, environmental protection, erosion control, and site restoration services. The company was formerly known as Newpark Resources, Inc. and changed its name to NPK International Inc. in December 2024. The company was incorporated in 1932 and is headquartered in The Woodlands, Texas.
About Solaris Energy Infrastructure
Solaris Energy Infrastructure, Inc. is a holding company, which engages in the manufacture of patented mobile proppant management systems that unload, store, and deliver proppant to oil and natural gas well sites. Its products include Mobile Proppant and Mobile Chemical Management Systems, and Inventory Management Software. The firm’s services include field, last mile management, and transloading services. The company was founded by William A. Zartler in 2014 and is headquartered in Houston, TX.
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