COMPARE · Data as of August 21, 2026
FLOC vs SEI
Verdict: Side-by-side breakdown using the Bull Rankings model. FLOC scored 61.0, SEI scored 42.9 — FLOC leads.
Compare another set
FLOC
Flowco Holdings Inc.
61
$22.63 · $2.5B
fundamentals as of
Score gap
18.1
FLOC 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 sheetFLOC0.25
- Highest qualityFLOC87 / 100
- Largest discount to fair valueFLOC-38%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
FLOC
stronger →← stronger
SEI
87
Qualityreturns · margins · balance sheet
40
45
Growthrevenue & earnings expansion
50
57
Valuevaluation vs sector peers
40
FLOC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
FLOC
SEI
$208mC
FCF
-$728mF
-9.4%D
Rev
+105.9%A
0.25A-
D/E
2.17D
17.1xB
P/E
—
1.14B+
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
FLOC
SEI
38% below
Price vs fair valuelower is cheaper
—
~-2%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+39%
1-yr DCF upside
—
+62%
5-yr DCF upside
—
+103%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
FLOC
Why this score
- Short track record
SEI
Why this score
- Cyclical growth
The companies
FLOCFlowco Holdings Inc.
Why now
Oil & Gas Equipment & Services · market cap $2.5b. 20% off the 52-week high of $28.26. Revenue -9% — in contraction; any catalyst that reverses this triggers re-rating. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $31.00 (implying +37% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Revenue contracting -9% — the operational turn is not yet visible in the top line. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
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 FLOC and SEI diverge
On the headline score the gap is 18.1 points in favor of FLOC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityFLOC 87.0 · SEI 39.8FLOC +47.2
- ValueFLOC 57.4 · SEI 39.8FLOC +17.6
- GrowthFLOC 45.4 · SEI 50.0SEI +4.6
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.