How this CVI 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 CVR Energy, Inc. and Solaris Energy Infrastructure, Inc.. Analyst price targets and ratings are aggregated from Wall Street consensus as of 2026-05-19.

Quick verdict: CVR Energy, Inc. vs Solaris Energy Infrastructure, Inc. in 2026

Solaris Energy Infrastructure, Inc. (SEI) emerges as the clear leader in terms of revenue momentum and operational efficiency, showcasing robust topline expansion and superior margins. While CVI demonstrates a more favorable discounted cash flow (DCF) valuation, SEI benefits from a more attractive price-to-book multiple and overwhelmingly positive Wall Street sentiment. Investors seeking high growth and strong analyst endorsement may lean towards Solaris Energy Infrastructure, Inc., whereas CVR Energy, Inc. might appeal to contrarian investors focused on its relatively better DCF picture despite current unprofitability. Not investment advice.

CVR Energy, Inc. vs Solaris Energy Infrastructure, Inc.: key metrics side by side

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

Relative valuation: CVI vs SEI

Examining the relative valuation of CVR Energy, Inc. and Solaris Energy Infrastructure, Inc. reveals a complex picture influenced by their differing profitability. CVI currently carries a negative earnings multiple of -82.65x, which reflects its recent unprofitability. This makes direct P/E comparisons with Solaris Energy Infrastructure, Inc., which boasts a P/E of 81.3x, challenging. However, a negative P/E often signals that a company is experiencing losses, while a high positive P/E, like that of SEI, can be indicative of strong growth expectations or a richly valued sector. When considering price-to-book, Solaris Energy Infrastructure, Inc. appears more attractive with a P/B of 4.82x compared to CVR Energy, Inc.’s 6.45x, suggesting that investors are paying less for SEI’s assets on a relative basis.

The discounted cash flow (DCF) analysis offers another perspective, with CVI showing a much more favorable outcome. Its DCF indicates a potential negative upside of just -1.5% relative to its current share price, implying it is relatively close to its intrinsic value based on future cash flows. In stark contrast, Solaris Energy Infrastructure, Inc.’s DCF projection suggests a massive negative upside of -571.2%, signaling severe overvaluation under the DCF model’s assumptions. While Solaris’s high growth could potentially justify a premium, based on current consensus data, the significant divergence in DCF projections highlights a potential valuation risk for SEI, despite its lower price-to-book multiple. Thus, an investor prioritizing a DCF-based assessment might find CVR Energy, Inc.’s valuation less concerning.

Revenue momentum: CVR Energy, Inc. vs Solaris Energy Infrastructure, Inc.

When assessing revenue momentum, Solaris Energy Infrastructure, Inc. (SEI) distinctly outperforms CVR Energy, Inc. The former has demonstrated an impressive topline expansion, with year-over-year revenue growth reported at a robust 98.7%. This figure highlights SEI’s strong market penetration and successful operational scaling. In contrast, CVR Energy, Inc. has experienced a contraction in its revenue base, reporting a negative growth of -5.9%. This fundamental divergence suggests that SEI is in a rapid expansion phase, while CVI faces challenges in maintaining or growing its sales.

Further reinforcing Solaris Energy Infrastructure, Inc.’s superior growth trajectory is its EBITDA margin, which stands at a remarkable 36.07%. This indicates not only strong sales growth but also efficient management of operational costs. CVI, on the other hand, reports a significantly lower EBITDA margin of 4.94%, suggesting tighter operational profitability and less leverage from its revenue base. The substantial gap in both revenue expansion and EBITDA margin underscores Solaris’s compelling growth narrative. While market conditions and company-specific initiatives can shift dynamics, this current gap in financial performance may not persist indefinitely but firmly positions SEI as the growth leader.

Profitability and cash generation: CVI vs SEI

In terms of profitability and cash generation, Solaris Energy Infrastructure, Inc. exhibits a substantially stronger financial performance compared to CVR Energy, Inc. SEI’s net margin is a healthy 6.69%, indicating that a significant portion of its revenue effectively translates into profit. This level of profitability is a clear sign of operational efficiency and pricing power. Conversely, CVR Energy, Inc. is currently operating at a loss, reflected in its negative net margin of -0.56%. This unprofitability poses a challenge for CVI in generating sustainable earnings from its operations.

When it comes to free cash flow yield, the picture becomes more nuanced. CVI boasts a positive free cash flow yield of 1.99%, suggesting that it is generating cash relative to its market capitalization. This contrasts with Solaris Energy Infrastructure, Inc., which reports a negative free cash flow yield of -11.27%. A negative free cash flow yield can sometimes occur in high-growth companies like SEI that are heavily investing in expansion, but it also signals that the company is consuming cash rather than generating it. Both companies show ‘N/A%’ for return on equity (ROE), so this metric does not provide a point of comparison. Despite SEI’s superior net margin, CVR Energy, Inc.’s positive free cash flow yield points to better cash conversion in its current state, even with its lower overall profitability.

Wall Street view: CVR Energy, Inc. vs Solaris Energy Infrastructure, Inc. analyst ratings

The sentiment from Wall Street analysts provides a stark contrast between CVR Energy, Inc. and Solaris Energy Infrastructure, Inc. For CVI, analyst consensus leans towards a “Hold” rating, with a notable 0.0% of analysts issuing a ‘Buy’ recommendation. The aggregated price target for CVR Energy, Inc. stands at $30, which implies a potential downside of -13.1% from its current trading price of $34.54. This indicates a general lack of enthusiasm among the 18 analysts covering the stock, suggesting they do not see significant near-term appreciation potential.

On the other hand, Solaris Energy Infrastructure, Inc. enjoys a robustly positive outlook from the analyst community. A significant 85.7% of analysts covering SEI have issued a ‘Buy’ rating, culminating in an overall “Buy” consensus. The collective price target for Solaris Energy Infrastructure, Inc. is set at $80.71, which forecasts a promising upside of +11.9% from its current price of $72.13. This strong endorsement from the 7 analysts tracking SEI underscores a clear preference and belief in its future performance. It’s important to remember that analyst targets may vary depending on future estimate revisions and market conditions.

Which investor profile fits CVI vs SEI?

For the growth-oriented investor, Solaris Energy Infrastructure, Inc. (SEI) presents a far more compelling narrative. Its staggering 98.7% year-over-year revenue growth and impressive 36.07% EBITDA margin clearly position it as a leader in expansion and operational efficiency within the energy sector. While CVR Energy, Inc. has seen a revenue decline of -5.9% and a modest 4.94% EBITDA margin, SEI’s momentum suggests it is actively capturing market share and scaling its operations effectively. Investors prioritizing rapid business expansion and a strong forward trajectory would likely find Solaris Energy Infrastructure, Inc. to be the more suitable candidate, assuming they are comfortable with its current cash burn.

Value investors face a more intricate decision, as both CVI and Solaris Energy Infrastructure, Inc. present mixed signals. CVR Energy, Inc. trades at a negative P/E of -82.65x due to its unprofitability, which makes traditional earnings multiple analysis difficult but indicates a fundamental issue. However, its discounted cash flow (DCF) analysis suggests a modest -1.5% “upside,” implying it’s closer to its intrinsic value than SEI. Solaris Energy Infrastructure, Inc., while profitable, commands a high P/E of 81.3x and shows a significantly concerning DCF “upside” of -571.2%. Yet, SEI does offer a more attractive price-to-book ratio of 4.82x compared to CVI’s 6.45x. A value investor might find CVI’s less punitive DCF appealing for a turnaround play, whereas SEI’s valuation might be considered too speculative for pure value principles despite its lower P/B.

Income investors seeking dividend income will find neither CVR Energy, Inc. nor Solaris Energy Infrastructure, Inc. particularly attractive for their portfolios. Both companies offer a negligible dividend yield of 0.01%, which is unlikely to meet the requirements of an investor focused on generating regular income from their holdings. Their low yields suggest that both CVI and SEI are either reinvesting most of their earnings back into the business or, in CVI’s case, are not generating sufficient profits to support a meaningful dividend. This is not investment advice. Always do your own research.

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