Loading…
Provides water sourcing, transfer, disposal and recycling infrastructure and chemicals for oil & gas well completions.
Provides water sourcing, transfer, disposal and recycling infrastructure and chemicals for oil & gas well completions.
Charges per barrel of water it supplies, moves and disposes of, and sells chemicals for well completions, so volume follows operators' drilling and completion activity. It has been emphasizing long-term fee arrangements for pipelines and disposal wells over short-term services.
Moat: narrow (scale, installed base). Large pipeline/disposal-well network is capital-intensive and geographically hard to replicate quickly.
Headquarters: Houston, Texas, United States · Founded: 2007 · Employees: 3,300
Size Select Water Solutions (WTTR) is a United States Energy company (Oil & Gas Production) with a market value of $2.09B, the 1763rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $16.18 on 6 Nov 2026.
Performance Over six months the shares fell 3.7%, against -15.9% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 20 in its peer set.
Growth Revenue fell 1.9% over the last twelve months (peer median +12.3%); the operating margin is 4.4% (peer median 25.0%).
Valuation It trades at 28.9× forward earnings against a peer median of 9.4× (most expensive of 19).
Capital Return on invested capital runs 5.7 points below its cost of capital (9.2% WACC).
Short interest Short interest is 6.2% of the free float (15 Oct 2026).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.43B | $1.41B | $1.45B | $1.59B | $1.39B |
| Revenue growth | — | -3% | -8% | +14% | — |
| Gross profit | $226M | $197M | $216M | $229M | $159M |
| EBITDA | $256M | $219M | $224M | $215M | $168M |
| Net income | $32.0M | $21.2M | $30.6M | $74.4M | $48.3M |
| Free cash flow | -$82.0M | -$79.9M | $61.7M | $149M | -$38.6M |
| Capital expenditure | $316M | $295M | $173M | $136M | $71.9M |
| Total debt | $292M | $355M | $133M | $53.5M | $80.2M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Select Water Solutions WTTR | $2.09B | -4% | -2% | 4% | 28.9× | n/a |
| NGL Energy Partners LP NGL | $1.87B | -8% | -22% | 12% | 11.9× | 1.2% |
| Waterbridge Infrastructure LLC WBI | $3.06B | -9% | +103% | 17% | 40.2× | n/a |
| Texas Pacific Land TPL | $18.8B | -31% | +21% | 75% | 26.7× | 9.4% |
| TETRA Technologies TTI | $891M | -39% | +6% | 7% | 19.9× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | WTTR | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -17.4% | -9.5% | 2nd lowest of 21 |
| 6-month return | -3.7% | -15.9% | 5th highest of 20 |
| Distance from 52-week high | -28.2% | -29.9% | 11th highest of 21 |
| Revenue growth (TTM) | -1.9% | +12.3% | 8th lowest of 19 |
| Operating margin | 4.4% | 25.0% | 2nd lowest of 19 |
| Forward P/E | 28.9× | 9.4× | most expensive of 19 |
| ROIC minus cost of capital | -5.7 pp | +2.0 pp | 3rd lowest of 21 |
| EV / EBITDA | 9.5× | 4.2× | 3rd most expensive of 17 |
| Net debt / EBITDA | 1.0× | 1.2× | 8th least indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Select Water Solutions WTTR | United States | $2.09B | -4% | -2% | 4% | 28.9× | n/a | n/a |
| Northern Oil and Gas NOG | United States | $2.43B | -2% | -3% | 30% | 4.9× | n/a | n/a |
| Talos Energy TALO | United States | $2.48B | -1% | +13% | 14% | 7.9× | -5.0% | +25.3% |
| Energean ENOG.L | United Kingdom | $1.72B | -19% | +9% | 27% | 4.2× | -2.4% | +126.8% |
| Gulfport Energy GPOR | United States | $2.65B | -16% | +27% | 42% | 6.3× | -13.4% | +10.6% |
| Spartan Delta SDE.TO | Canada | $1.63B | -11% | +93% | 32% | 7.6× | n/a | n/a |
| Vermilion Energy VET.TO | Canada | $1.61B | -9% | -2% | 14% | 4.3× | -0.8% | +9.1% |
| Etablissements Maurel & Prom MAU.PA | France | $1.57B | -29% | -11% | 31% | 5.4× | n/a | n/a |
| NextDecade NEXT | United States | $1.56B | -23% | n/a | n/a | n/a | n/a | n/a |
| International Petroleum Corp. (British Columbia) IPCO.TO | Canada | $2.85B | 0% | +11% | 19% | 11.2× | n/a | n/a |
| BlueNord BNOR.OL | Norway | $1.49B | -6% | +28% | 32% | 10.9× | -12.2% | +15.0% |
| Jiangxi Jovo Energy 605090.SS | China | $3.02B | -37% | -7% | 9% | 11.8× | -0.6% | +17.9% |
| Beach Energy BPT.AX | Australia | $1.42B | -16% | -9% | 21% | 5.5× | -12.2% | +4.2% |
| Cardinal Energy CJ.TO | Canada | $1.40B | -8% | +18% | 31% | 11.8× | 5.3% | +17.9% |
| Topaz Energy TPZ.TO | Canada | $3.17B | -9% | +22% | 60% | 22.8× | 5.9% | +29.4% |
| Parex Resources PXT.TO | Canada | $1.36B | -30% | +14% | 29% | 3.5× | -11.2% | +11.5% |
| Zhongman Petroleum and Natural Gas 603619.SS | China | $1.30B | -42% | -13% | 20% | 20.7× | n/a | n/a |
| Vedanta Oil and Gas VOGL.NS | India | $1.27B | n/a | n/a | n/a | n/a | n/a | n/a |
| Advantage Energy AAV.TO | Canada | $1.26B | +6% | +14% | 20% | 16.0× | n/a | n/a |
| Serica Energy SER.L | United Kingdom | $1.20B | -17% | +64% | 23% | 12.6× | -13.0% | +29.4% |
| Oriental Energy 002221.SZ | China | $1.17B | -36% | -22% | 3% | 15.2× | n/a | n/a |