Solaris Oilfield Infrastructure (NYSE: SOI) and Emerge Energy Services (NYSE:EMES) are both small-cap oils/energy companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, earnings, valuation, risk, profitability, analyst recommendations and dividends.
This is a summary of current recommendations and price targets for Solaris Oilfield Infrastructure and Emerge Energy Services, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Solaris Oilfield Infrastructure||0||2||11||0||2.85|
|Emerge Energy Services||0||4||4||0||2.50|
Solaris Oilfield Infrastructure currently has a consensus target price of $17.45, suggesting a potential upside of 8.52%. Emerge Energy Services has a consensus target price of $17.00, suggesting a potential upside of 91.87%. Given Emerge Energy Services’ higher probable upside, analysts clearly believe Emerge Energy Services is more favorable than Solaris Oilfield Infrastructure.
This table compares Solaris Oilfield Infrastructure and Emerge Energy Services’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Solaris Oilfield Infrastructure||18.84%||10.16%||9.23%|
|Emerge Energy Services||-10.94%||-69.67%||-11.03%|
Insider & Institutional Ownership
58.7% of Solaris Oilfield Infrastructure shares are owned by institutional investors. Comparatively, 30.0% of Emerge Energy Services shares are owned by institutional investors. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.
Valuation and Earnings
This table compares Solaris Oilfield Infrastructure and Emerge Energy Services’ revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||NetIncome||Earnings Per Share||Price/Earnings Ratio|
|Solaris Oilfield Infrastructure||$18.15 million||38.70||$2.80 million||N/A||N/A|
|Emerge Energy Services||$128.40 million||2.08||-$72.77 million||($1.19)||-7.45|
Solaris Oilfield Infrastructure has higher revenue, but lower earnings than Emerge Energy Services.
Solaris Oilfield Infrastructure beats Emerge Energy Services on 8 of the 10 factors compared between the two stocks.
Solaris Oilfield Infrastructure Company Profile
Solaris Oilfield Infrastructure, Inc. manufactures and provides its mobile proppant management systems that unload, store and deliver proppant at oil and natural gas well sites. The Company offers its services to oil and natural gas exploration and production (E&P) companies, as well as oilfield service companies. Its mobile proppant system is designed to address the challenges associated with transferring large quantities of proppant to the well site, including the cost and management of last mile logistics. Its systems provide 2.5 million pounds of proppant storage capacity. The Company manufactures its systems at its facility in Early, Texas, The Company’s system provides Streamlined last mile logistics and Improved execution to meet completion designs. Its systems provide triple the storage capacity, such as trailer-mounted, hydraulically powered storage bins. Its integrated PropView system delivers real-time proppant inventory and consumption levels.
Emerge Energy Services Company Profile
Emerge Energy Services LP owns, operates, acquires and develops a portfolio of energy service assets. The Company operates through Sand segment. The Company conducts its Sand operations through its subsidiary, Superior Silica Sands LLC (SSS). The Company’s Sand business mines, processes and distributes silica sand, an input for the hydraulic fracturing of oil and gas wells. As of December 31, 2016, its Wisconsin facilities consisted of three dry plants located in Arland, Barron and New Auburn, Wisconsin, with a total permitted capacity of 6.3 million finished tons per year, and five wet plants and mine complexes. As of December 31, 2016, its dry plant in Kosse, Texas, had a capacity of 600,000 tons per year that is supplied by a separate mine and wet plant that processes local Texas sand. As of December 31, 2016, the Company also had 14 transload facilities located throughout North America in the basins where it delivers its sand, as well as a fleet of 5,573 railcars.
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