Solaris Oilfield Infrastructure (NYSE: SOI) and USA Compression Partners (NYSE:USAC) are both small-cap oils/energy companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, dividends, valuation, earnings, risk, analyst recommendations and profitability.

Profitability

This table compares Solaris Oilfield Infrastructure and USA Compression Partners’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Solaris Oilfield Infrastructure 18.84% 10.16% 9.23%
USA Compression Partners 3.63% 1.62% 0.76%

Institutional and Insider Ownership

58.4% of Solaris Oilfield Infrastructure shares are owned by institutional investors. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Dividends

USA Compression Partners pays an annual dividend of $2.10 per share and has a dividend yield of 12.5%. Solaris Oilfield Infrastructure does not pay a dividend. USA Compression Partners pays out 1,500.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Valuation and Earnings

This table compares Solaris Oilfield Infrastructure and USA Compression Partners’ revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
Solaris Oilfield Infrastructure $18.15 million 40.65 $2.80 million N/A N/A
USA Compression Partners $265.92 million 3.91 $12.93 million $0.14 119.64

USA Compression Partners has higher revenue and earnings than Solaris Oilfield Infrastructure.

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Solaris Oilfield Infrastructure and USA Compression Partners, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Solaris Oilfield Infrastructure 0 2 11 0 2.85
USA Compression Partners 0 2 1 0 2.33

Solaris Oilfield Infrastructure currently has a consensus price target of $17.45, suggesting a potential upside of 3.32%. USA Compression Partners has a consensus price target of $17.00, suggesting a potential upside of 1.49%. Given Solaris Oilfield Infrastructure’s stronger consensus rating and higher probable upside, analysts plainly believe Solaris Oilfield Infrastructure is more favorable than USA Compression Partners.

Summary

Solaris Oilfield Infrastructure beats USA Compression Partners on 9 of the 12 factors compared between the two stocks.

Solaris Oilfield Infrastructure Company Profile

Solaris Oilfield Infrastructure, Inc. manufactures and provides its mobile proppant management systems that unload, store and deliver proppant at oil and natural gas well sites. The Company offers its services to oil and natural gas exploration and production (E&P) companies, as well as oilfield service companies. Its mobile proppant system is designed to address the challenges associated with transferring large quantities of proppant to the well site, including the cost and management of last mile logistics. Its systems provide 2.5 million pounds of proppant storage capacity. The Company manufactures its systems at its facility in Early, Texas, The Company’s system provides Streamlined last mile logistics and Improved execution to meet completion designs. Its systems provide triple the storage capacity, such as trailer-mounted, hydraulically powered storage bins. Its integrated PropView system delivers real-time proppant inventory and consumption levels.

USA Compression Partners Company Profile

USA Compression Partners, LP is an independent provider of compression services in the United States. The Company provides compression services to its customers primarily in connection with infrastructure applications, including both allowing for the processing and transportation of natural gas through the domestic pipeline system and managing crude oil production through artificial lift processes. The Company engineers, designs, operates, services and repairs its compression units, and maintains related support inventory and equipment. It provides compression services in mature conventional basins, including gas lift applications on crude oil wells focused by horizontal drilling techniques. The Company provides compression services in various shale plays throughout the United States, including the Utica, Marcellus, Permian Basin, Delaware Basin, Eagle Ford, Mississippi Lime, Granite Wash, Woodford, Barnett, Haynesville, Niobrara and Fayetteville shales.

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