Head to Head Comparison: Select Water Solutions (NYSE:WTTR) versus SEACOR Marine (NYSE:SMHI)

SEACOR Marine (NYSE:SMHI) and Select Water Solutions (NYSE:WTTR) are both energy companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, earnings, dividends, risk, profitability, analyst recommendations and institutional ownership.

Valuation and Earnings

This table compares SEACOR Marine and Select Water Solutions”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
SEACOR Marine	$227.83 million	1.17	-$27.84 million	($0.71)	-13.78
Select Water Solutions	$1.41 billion	1.95	$21.22 million	$0.28	70.82

Select Water Solutions has higher revenue and earnings than SEACOR Marine. SEACOR Marine is trading at a lower price-to-earnings ratio than Select Water Solutions, indicating that it is currently the more affordable of the two stocks.

Institutional & Insider Ownership

59.1% of SEACOR Marine shares are held by institutional investors. Comparatively, 81.7% of Select Water Solutions shares are held by institutional investors. 16.8% of SEACOR Marine shares are held by insiders. Comparatively, 6.2% of Select Water Solutions shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent recommendations for SEACOR Marine and Select Water Solutions, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
SEACOR Marine	1	1	1	0	2.00
Select Water Solutions	0	3	6	0	2.67

SEACOR Marine currently has a consensus target price of $10.00, indicating a potential upside of 2.21%. Select Water Solutions has a consensus target price of $23.00, indicating a potential upside of 15.99%. Given Select Water Solutions’ stronger consensus rating and higher possible upside, analysts plainly believe Select Water Solutions is more favorable than SEACOR Marine.

Volatility & Risk

SEACOR Marine has a beta of 1.08, indicating that its stock price is 8% more volatile than the S&P 500. Comparatively, Select Water Solutions has a beta of 1.01, indicating that its stock price is 1% more volatile than the S&P 500.

Profitability

This table compares SEACOR Marine and Select Water Solutions’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
SEACOR Marine	-8.62%	-8.72%	-3.46%
Select Water Solutions	2.24%	3.11%	1.92%

Summary

Select Water Solutions beats SEACOR Marine on 12 of the 14 factors compared between the two stocks.

About SEACOR Marine

SEACOR Marine Holdings Inc. provides marine and support transportation services to offshore oil, natural gas, and windfarm facilities worldwide. Its offshore support and specialty vessels deliver cargo and personnel to offshore installations, including offshore wind farms; handle anchors and mooring equipment for offshore rigs and platforms; assist offshore operations for production and storage facilities; provide construction, well work-over, and offshore wind farm installation and decommissioning support; and carry and launch equipment used underwater in drilling and well installation, maintenance, inspection, and repair, as well as offer accommodations for technicians and specialists, safety support, and emergency response services. As of December 31, 2023, the company operated a fleet of 58 support vessels, of which 55 were owned or leased-in, and three were managed on behalf of unaffiliated third parties. It serves integrated national and international oil companies, independent oil and natural gas exploration and production companies, and oil field service and construction companies, as well as offshore wind farm operators and offshore wind farm installation and maintenance companies. SEACOR Marine Holdings Inc. was founded in 1989 and is headquartered in Houston, Texas.

About Select Water Solutions

Select Water Solutions, Inc., together with its subsidiaries, provides water management and chemical solutions to the energy industry in the United States. The company operates through three segments: Water Services, Water Infrastructure, and Chemical Technologies. The Water Services segment provides water-related services, including water sourcing, water transfer, flowback and well testing, water containment, fluids hauling, water monitoring, and water network automation; technology solutions comprising hydrographic mapping, water volume and quality monitoring, remote pit and tank monitoring, leak detection, asset and fuel tracking, and automated-equipment services, as well as various surface rental equipment and workforce accommodation services. The Water Infrastructure segment engages in the recycling, gathering, transferring, and disposal of water through a network of permanent pipeline infrastructure, semi-permanent pipeline infrastructure, water recycling facilities, earthen pits, water sources, and SWDs; provides solids management services; and develops, builds, and operates semi-permanent and permanent infrastructure solutions. The Chemical Technologies segment provides technical solutions, products, and services related to chemical applications in the oil and gas industry. This segment develops, manufactures, and manages logistics; and provides chemicals used in hydraulic fracturing, stimulation, cementing, and well completions for pressure pumpers and oil and gas producers, as well as offers production chemical solutions for underperforming wells, corrosion and scale monitoring, chemical inventory management, well failure analysis, and lab services. It primarily serves oil and gas producers. The company was formerly known as Select Energy Services, Inc. and changed its name to Select Water Solutions, Inc. in May 2023. Select Water Solutions, Inc. was incorporated in 2016 and is headquartered in Houston, Texas.