Análisis Argos
SEI
SEISin veredicto1 señal de riesgo
Solaris Energy Infrastructure, Inc. · Energy
US$ 67.19
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
37/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Las ganancias crecieron 91% el último año.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!FCF negativo con deuda creciente
VALOR1/6FUTURO6/6PASADO3/6SALUD2/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO3/6SALUD2/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoRetorno al accionista moderado
Score Argos37de 100Sin veredicto
Ingresos100%
US$ 0.6 B
Margen operativo29%
21.8%
Flujo de caja libre238%
US$ -0.4 B
Deuda neta
US$ 0.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.8B
P/E159.9x
EV/EBITDA25.6x
FCF yield-9.1%
ROIC8.4%
Margen operativo21.8%
Crecim. ingresos+98.7%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

prnewswire.com · 30 jun
SEI Expands SEC-Registered Transfer Agency
Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services OAKS, Pa., June 30, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the expansion of its transfer agency solutions with the introduction of SEI Transfer Agency and Registry Services, Inc. to support a broader range of fund structures.
seekingalpha.com · 30 jun
Solaris Energy Infrastructure: A Bullish Case For The AI Power Bottleneck
Solaris Energy Infrastructure is rapidly transitioning from oilfield logistics to a contracted power-infrastructure platform targeting hyperscale data center demand. SEI's growth is driven by long-term, multi-gigawatt power supply contracts with leading technology companies, providing significant earnings visibility and monetization potential. Despite a premium valuation (trailing P/E > 90), SEI's forward-looking EBITDA projections and capital deployment suggest a robust infrastructure growth story rather than speculative AI exposure.
prnewswire.com · 23 jun
Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms
New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy OAKS, Pa., June 23, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI's Asset Management business.
prnewswire.com · 18 jun
SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services
New Leadership Role to Scale Capabilities and Support Client Transformation OAKS, Pa., June 18, 2026 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Matt Provencher as Global Head of Enterprise Professional Services.
investors.com · 16 jun
Two AI Infrastructure Stocks Eye Breakouts After Rapid Growth
The two companies serve different end markets. But they have emerged as AI infrastructure stocks amid growth of data centers.
prnewswire.com · 16 jun
SEI Introduces Technology and AI to Boost Investment Manager Efficiency
Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management OAKS, Pa. and LONDON, June 16, 2026 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) today announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an enhanced, unified platform that improves data access, insights, and operational efficiency.
investors.com · 15 jun
Data Center Power Name Tests Critical Level
This AI data center power provider is expected to have two straight years of triple-digit profit growth. Shares are nearing a buy point.
accessnewswire.com · 12 jun
Exercise of Options
TORONTO, ON / ACCESS Newswire / June 12, 2026 / Sintana Energy Inc. (TSXV:SEI)(AIM:SEI)(OTCQX:SEUSF) ("Sintana" or the "Company") announces that it has received a notice of exercise in respect of stock options over 650,000 common shares of no-par value each in the Company ("Common Shares"). The options are being exercised by Mr.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.