Both in Oil & Gas Field Equipment

Cactus vs Solaris Energy Infrastructure

Over the past year WHD returned +58.7% and SEI returned +65.2%; their daily moves had a correlation of 0.32.

WHD +58.7% SEI +65.2%Growth of $1, one year, split-adjusted
MetricWHDSEI
Price$63.72$68.34
Market cap$4.44B$4.50B
Today−0.81%−1.17%
1 month−8.5%+37.0%
6 months+36.4%+29.3%
Year to date+39.5%+48.7%
1 year+53.4%+72.1%
Revenue growth (YoY)+64.3%+46.9%
Gross margin33.3%57.6%
Net margin10.9%9.0%
P/E (TTM)54.3×84.9×
Price / sales3.3×5.9×
Net cash$347.9M-$1.67B
Dividend yield0.94%0.70%
Volatility (60d)48.9%87.7%
Short % of float5.1%26.6%
Next earnings——

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