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Flowco Holdings vs Solaris Energy Infrastructure

Flowco Holdings is the larger business, with $760m of revenue in fiscal 2025 against $622m for Solaris Energy Infrastructure (1.2 times as much). Solaris Energy Infrastructure grew faster (98.7% against 41.9%). Flowco Holdings kept more of each dollar of sales as profit: a net margin of 5.4% against 4.8%.

Latest fiscal yearFlowco HoldingsFLOC, 2025Solaris Energy InfrastructureSEI, 2025
Revenue $760m $622m
Revenue growth 41.9% 98.7%
Net income $41.4m $30.2m
Operating margin 19.6% —
Net margin 5.4% 4.8%
Return on equity 36.2% 6.6%
Free cash flow $167m −$438m
Cash $4.5m $353m
Total debt $168m $184m
Debt to equity 73.4% —
Dividend per share $0.08 —
Dividend yield 1.3% 0.6%
Share buybacks $15.0m $0
Employees 1,281 468
Market value $844m $4.31bn
Price vs our value range — —
Moat score — 20 (Weak)
Insider trades, 12 months 0 buys, 31 sales 7 buys, 12 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.