COMPARE · Data as of August 21, 2026
NESR vs SEI
Verdict: Side-by-side breakdown using the Bull Rankings model. NESR scored 55.3, SEI scored 42.9 — NESR leads.
Compare another set
NESR
National Energy Services Reunited Corp. Ordinary Shares
55.3
$33.03 · $3.3B
fundamentals as of
Score gap
12.4
NESR leads
SEI
Solaris Energy Infrastructure, Inc.
42.9
$53.28 · $5.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSEI+105.9%
- Strongest balance sheetNESR0.29
- Highest qualityNESR56 / 100
- Largest discount to fair valueNESR-9%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
NESR
stronger →← stronger
SEI
56
Qualityreturns · margins · balance sheet
40
50
Growthrevenue & earnings expansion
50
60
Valuevaluation vs sector peers
40
NESR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NESR
SEI
$156mC
FCF
-$728mF
+23.5%A-
Rev
+105.9%A
0.29A-
D/E
2.17D
35.9xC
P/E
—
0.76A-
PEG
0.94B+
—
P/S
17.9xD
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
NESR
SEI
9% below
Price vs fair valuelower is cheaper
—
~12%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-16%
1-yr DCF upside
—
+10%
5-yr DCF upside
—
+65%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NESR
Why this score
- Diluting shareholders
- Cyclical growth
- Short track record
SEI
Why this score
- Cyclical growth
The companies
NESRNational Energy Services Reunited Corp. Ordinary Shares
Why now
Oil & Gas Equipment & Services · market cap $3.3b. 11% off the 52-week high of $36.94. Revenue growing +24%, comfortably above the S&P median. PEG 0.76 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $43.00 (implying +30% upside).
Moat
FCF converts 167% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
SEISolaris Energy Infrastructure, Inc.
Why now
Oil & Gas Equipment & Services · market cap $5.4b. Down 38% from 52-week high of $86.19 — deep drawdown territory. Revenue growing +106% — in hypergrowth territory. PEG 0.94 — paying under fair value for the growth rate. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $94.41 (implying +77% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent.
Risk
D/E 2.17 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Free cash flow is negative (-$728m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 67.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where NESR and SEI diverge
On the headline score the gap is 12.4 points in favor of NESR. The widest single difference is Value, where NESR leads by 20.2 points.
- ValueNESR 60.0 · SEI 39.8NESR +20.2
- QualityNESR 56.5 · SEI 39.8NESR +16.7
- GrowthNESR 50.0 · SEI 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.