How this CRC vs SEI comparison is calculated

All metrics are based on trailing twelve months (TTM) financial data, consensus analyst estimates, and standardized valuation ratios. Data is sourced from Financial Modeling Prep and SEC EDGAR. Figures are normalized to ensure a fair comparison between California Resources Corporation and Solaris Energy Infrastructure, Inc.. Analyst price targets and ratings are aggregated from Wall Street consensus as of 2026-05-19.

Quick verdict: California Resources Corporation vs Solaris Energy Infrastructure, Inc. in 2026

Solaris Energy Infrastructure, Inc. (SEI) emerges as the clear growth leader with a remarkably high revenue expansion rate, while California Resources Corporation (CRC) offers a more compelling proposition for potential valuation upside, based on current consensus data. Solaris Energy Infrastructure, Inc. also takes the edge as the margin leader with its positive net profitability, and is a strong analyst favourite, whereas CRC shows the most compelling price target and discounted cash flow upside. Not investment advice.

California Resources Corporation vs Solaris Energy Infrastructure, Inc.: key metrics side by side

A full side-by-side look at California Resources Corporation (CRC) and Solaris Energy Infrastructure, Inc. (SEI) across earnings multiples, profitability, revenue momentum, and analyst sentiment — data updated 2026-05-19.

Relative valuation: CRC vs SEI

Examining the relative valuation metrics, California Resources Corporation (CRC) presents a significantly different picture compared to Solaris Energy Infrastructure, Inc. (SEI). CRC currently trades at a negative price-to-earnings multiple of -11.97x, indicating that it has been unprofitable over the trailing twelve months, which often suggests a turnaround play or underlying issues impacting net income. In contrast, Solaris Energy Infrastructure, Inc. commands a much higher earnings multiple of 81.3x, reflecting strong market expectations for its future profitability and growth, or potentially an overstretched valuation. This substantial price-to-earnings gap highlights a fundamental divergence in investor perception of these two energy companies’ financial health and future prospects.

Further scrutinizing their asset-based valuations, California Resources Corporation’s price-to-book ratio stands at a modest 1.9x, suggesting that its market capitalization is less than twice its book value. SEI, on the other hand, carries a higher price-to-book of 4.82x, indicating a more significant premium paid for its assets and brand equity. Perhaps the most striking difference emerges from the discounted cash flow (DCF) analysis: CRC shows a substantial upside potential of +132.9% based on current consensus data, implying the stock is significantly undervalued by this measure. Solaris Energy Infrastructure, Inc., conversely, displays a negative DCF upside of -571.2%, which suggests its current market price is considerably above its intrinsic value based on anticipated future cash flows. This strongly implies that CRC carries a more attractive fundamental discount for value-oriented investors, despite its recent net losses.

Revenue momentum: California Resources Corporation vs Solaris Energy Infrastructure, Inc.

When assessing revenue momentum, Solaris Energy Infrastructure, Inc. (SEI) demonstrates a much more aggressive topline expansion. Solaris Energy Infrastructure, Inc. reported an impressive year-over-year revenue growth of +98.7%, nearly doubling its sales, which signifies a rapidly expanding business footprint or significant market share gains. This kind of robust revenue acceleration is highly attractive to growth-focused investors. California Resources Corporation (CRC), while still exhibiting solid growth, posted a more moderate revenue increase of +21.9% for the same period. This indicates steady progress for CRC, but it clearly trails SEI in terms of sheer speed of market penetration and revenue scale-up.

Beyond just the top line, operational efficiency also plays a role in growth quality. California Resources Corporation boasts a stronger EBITDA margin of 38.62%, indicating superior operational profitability before interest, taxes, depreciation, and amortization. Solaris Energy Infrastructure, Inc. trails slightly with an EBITDA margin of 36.07%. While Solaris Energy Infrastructure, Inc. shows remarkable revenue growth, CRC’s ability to convert sales into operational earnings at a higher rate suggests a more mature or efficient cost structure, at least at the operational level. This gap in operational margins may not persist if SEI continues its rapid scaling and achieves economies of scale in the future, potentially impacting forward estimates.

Profitability and cash generation: CRC vs SEI

Delving into the profitability and cash generation capabilities, a distinct picture emerges between California Resources Corporation (CRC) and Solaris Energy Infrastructure, Inc. (SEI). Solaris Energy Infrastructure, Inc. records a positive net margin of 6.69%, showcasing its ability to convert a portion of its revenue into net income for shareholders. This indicates a fundamentally profitable business operation. In stark contrast, California Resources Corporation reported a negative net margin of -13.09%, signifying that the company experienced a net loss over the trailing twelve months. This suggests that while CRC might have strong operational margins, other expenses or financial burdens are eroding its bottom line. Both companies currently report ‘N/A%’ for Return on Equity (ROE), preventing a direct comparison of how efficiently they use shareholder equity to generate profits.

Regarding cash conversion and financial health, CRC demonstrates a healthy free cash flow yield of 7.03%. This metric highlights California Resources Corporation’s strong ability to generate cash relative to its market capitalization, which is a positive sign for liquidity and potential shareholder returns. Conversely, Solaris Energy Infrastructure, Inc. posted a negative free cash flow yield of -11.27%, suggesting that the company is currently consuming more cash than it generates from its operations and investments, potentially due to aggressive expansion or high capital expenditures. This negative free cash flow yield for SEI underscores the need for external financing or a shift towards positive cash generation in the future, contrasting sharply with CRC’s robust cash position relative to its stock price.

Wall Street view: California Resources Corporation vs Solaris Energy Infrastructure, Inc. analyst ratings

The sentiment from Wall Street analysts provides another layer to this comparison, with both California Resources Corporation (CRC) and Solaris Energy Infrastructure, Inc. (SEI) receiving a consensus “Buy” rating. However, the depth and strength of this endorsement vary. Solaris Energy Infrastructure, Inc. boasts a higher percentage of “Buy” ratings among its covering analysts, with 85.7% of the 7 analysts recommending SEI as a purchase. This indicates strong confidence in Solaris Energy Infrastructure, Inc.’s outlook and performance potential from a relatively smaller group of experts.

For California Resources Corporation, 69.6% of the 23 analysts covering the stock have issued a “Buy” recommendation, suggesting a favorable but somewhat less unanimous outlook than for SEI. Despite the lower percentage of buy ratings, California Resources Corporation’s consensus price target of $70.83 implies a notable upside of +13.3% from its current trading price. Solaris Energy Infrastructure, Inc., while having a higher “Buy” percentage, has a consensus target of $80.71, translating to a slightly lower projected upside of +11.9%. It’s important to remember that these targets may vary depending on future estimate revisions and market conditions, reflecting analysts’ dynamic views on the companies’ prospects.

Which investor profile fits CRC vs SEI?

For the growth investor, Solaris Energy Infrastructure, Inc. (SEI) appears to be the more suitable candidate given its explosive year-over-year revenue growth of +98.7%. This aggressive topline expansion suggests a company rapidly scaling its operations and capturing market share, aligning with a strategy focused on high-speed expansion and future market dominance. While California Resources Corporation (CRC) also shows a decent 21.9% revenue increase, it doesn’t match the accelerated momentum seen in SEI, making Solaris Energy Infrastructure, Inc. the preferred choice for those prioritizing rapid growth trajectory.

Value investors, on the other hand, might find California Resources Corporation (CRC) more compelling. With a negative price-to-earnings multiple of -11.97x (due to recent unprofitability) and a modest price-to-book ratio of 1.9x, CRC trades at significantly lower multiples than Solaris Energy Infrastructure, Inc.’s P/E of 81.3x and P/B of 4.82x. Furthermore, CRC’s impressive discounted cash flow (DCF) upside of +132.9% signals a strong potential undervaluation relative to its intrinsic worth, starkly contrasting with SEI’s negative DCF upside of -571.2%. This suggests that California Resources Corporation may offer a deeper discount for investors seeking stocks trading below their estimated fair value.

Finally, for income-oriented investors, California Resources Corporation (CRC) presents a marginally better, albeit minimal, dividend yield of 0.03% compared to Solaris Energy Infrastructure, Inc.’s 0.01%. Both companies offer very low dividend payouts, indicating they are not primarily geared towards providing significant income to shareholders. However, if dividend yield is a factor, CRC offers a slight edge, though neither stock would be considered a primary choice for a dedicated income portfolio. This is not investment advice. Always do your own research.

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