Both in Oil & Gas Field Equipment

DNOW vs Solaris Energy Infrastructure

Over the past year DNOW returned +11.0% and SEI returned +32.8%; their daily moves had a correlation of 0.23.

DNOW +11.0% SEI +32.8%Growth of $1, one year, split-adjusted
MetricDNOWSEI
Price$16.31$70.70
Market cap$2.95B$4.65B
Today−2.10%+2.29%
1 month+6.7%−1.0%
6 months+21.6%−2.3%
Year to date+23.1%+53.8%
1 year+10.6%+36.0%
Revenue growth (YoY)+108.1%+46.9%
Gross margin18.6%57.6%
Net margin−1.6%9.0%
P/E (TTM)—87.8×
Price / sales0.7×6.1×
Net cash-$360.0M-$1.67B
Dividend yield—0.68%
Volatility (60d)33.9%84.2%
Short % of float5.5%28.0%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).