COMPARE · Data as of August 21, 2026
AROC vs SEI
Verdict: Side-by-side breakdown using the Bull Rankings model. AROC scored 60.0, SEI scored 42.9 — AROC leads.
Compare another set
AROC
Archrock, Inc.
60
$31.80 · $5.6B
fundamentals as of
Score gap
17.1
AROC 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 sheetAROC1.52
- Highest qualityAROC82 / 100
- Largest discount to fair valueAROC-20%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
AROC
stronger →← stronger
SEI
82
Qualityreturns · margins · balance sheet
40
50
Growthrevenue & earnings expansion
50
53
Valuevaluation vs sector peers
40
AROC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AROC
SEI
$291mC
FCF
-$728mF
+11.5%B
Rev
+105.9%A
1.52C
D/E
2.17D
17.1xB
P/E
—
1.48B
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
AROC
SEI
20% below
Price vs fair valuelower is cheaper
—
~7%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-1%
1-yr DCF upside
—
+25%
5-yr DCF upside
—
+73%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AROC
Why this score
- Raising its dividend
- Cyclical growth
SEI
Why this score
- Cyclical growth
The companies
AROCArchrock, Inc.
Why now
Oil & Gas Equipment & Services · market cap $5.6b. Down 25% from 52-week high of $42.23 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $42.63 (implying +34% upside).
Moat
Net margin 22% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
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 AROC and SEI diverge
On the headline score the gap is 17.1 points in favor of AROC. The widest single difference is Quality, where AROC leads by 42.0 points.
- QualityAROC 81.8 · SEI 39.8AROC +42.0
- ValueAROC 52.9 · SEI 39.8AROC +13.1
- GrowthAROC 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.