Loading...
WTTR logo

Select Water Solutions, Inc.NYSE:WTTR Stock Report

Market Cap US$1.4b
Share Price
US$11.81
My Fair Value
US$18
34.4% undervalued intrinsic discount
1Y6.0%
7D8.9%
Portfolio Value
​
View

Select Water Solutions, Inc.

NYSE:WTTR Stock Report

Market Cap: US$1.4b

Select Water Solutions (WTTR) Stock Overview

Provides water management and chemical solutions to the energy industry in the United States. More details

WTTR fundamental analysis
Snowflake Score
Valuation3/6
Future Growth3/6
Past Performance2/6
Financial Health5/6
Dividends2/6

Rewards

Trading at 30.1% below our estimate of its fair value

Earnings are forecast to grow 34.54% per year

Analysts in good agreement that stock price will rise by 25.6%

Risk Analysis

Profit margins (2.3%) are lower than last year (3.9%)

Dividend of 2.37% is not well covered by free cash flows


WTTR Community Fair Values

Create Narrative

See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

WTTR logo
Select Water Solutions

Rising Global Water Scarcity And ESG Will Unlock Efficient Recycling

Key Takeaways Select is positioned for substantial recurring revenue and margin expansion due to superior infrastructure growth, unique business models, and operational leverage across geographies. Regulatory pressures, water scarcity, and electrification trends will drive premium pricing, new revenue streams, and strong long-term cash flow opportunities.
View narrative
US$18
FV
34.4% undervalued intrinsic discount
-2.04%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
WTTR logo
Select Water Solutions

Escalating Regulations Will Constrain Oilfield Water Infrastructure But Allow Resilience

Key Takeaways Exposure to oilfield cycles, regulatory shifts, and rising competition may constrain long-term growth and increase earnings volatility despite infrastructure expansion and integration. High capital demands, evolving water rights regulations, and potential overcapacity could pressure margins and limit free cash flow even as recycling trends and digital optimization improve efficiency.
View narrative
US$10
FV
18.1% overvalued intrinsic discount
-2.41%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
WTTR logo
Select Water Solutions

Northern Delaware Basin Water Recycling Will Drive Future Resilience

Key Takeaways Expansion of dedicated water infrastructure contracts and advanced recycling capabilities is driving predictable revenue growth, premium pricing, and stronger customer relationships. Business streamlining and adoption of automation and proprietary technologies are improving margins, operational efficiency, and unlocking new cross-selling opportunities.
View narrative
US$14.5
FV
18.6% undervalued intrinsic discount
-1.26%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
View Stock Community

Select Water Solutions, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Select Water Solutions
Historical stock prices
Current Share PriceUS$11.81
52 Week HighUS$15.14
52 Week LowUS$7.20
Beta1.23
1 Month Change9.76%
3 Month Change21.38%
1 Year Change6.01%
3 Year Change29.21%
5 Year Change291.06%
Change since IPO-15.76%

Recent News & Updates

Select Water Solutions, Inc. (NYSE:WTTR) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Sep 24
Select Water Solutions, Inc. (NYSE:WTTR) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Select Water Solutions' (NYSE:WTTR) Shareholders Have More To Worry About Than Only Soft Earnings

Aug 14
Select Water Solutions' (NYSE:WTTR) Shareholders Have More To Worry About Than Only Soft Earnings

Recent updates

Select Water Solutions, Inc. (NYSE:WTTR) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Sep 24
Select Water Solutions, Inc. (NYSE:WTTR) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Select Water Solutions' (NYSE:WTTR) Shareholders Have More To Worry About Than Only Soft Earnings

Aug 14
Select Water Solutions' (NYSE:WTTR) Shareholders Have More To Worry About Than Only Soft Earnings

Select Water Solutions Has Sector Struggles

Aug 06

Select Water Solutions, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next

May 09
Select Water Solutions, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next

Select Water Solutions, Inc.'s (NYSE:WTTR) CEO Compensation Looks Acceptable To Us And Here's Why

Apr 25
Select Water Solutions, Inc.'s (NYSE:WTTR) CEO Compensation Looks Acceptable To Us And Here's Why

Investors Still Waiting For A Pull Back In Select Water Solutions, Inc. (NYSE:WTTR)

Mar 09
Investors Still Waiting For A Pull Back In Select Water Solutions, Inc. (NYSE:WTTR)

Is Select Water Solutions (NYSE:WTTR) Using Too Much Debt?

Feb 19
Is Select Water Solutions (NYSE:WTTR) Using Too Much Debt?

Returns On Capital Are Showing Encouraging Signs At Select Water Solutions (NYSE:WTTR)

Feb 03
Returns On Capital Are Showing Encouraging Signs At Select Water Solutions (NYSE:WTTR)

Select Water Solutions (NYSE:WTTR) Ticks All The Boxes When It Comes To Earnings Growth

Jan 18
Select Water Solutions (NYSE:WTTR) Ticks All The Boxes When It Comes To Earnings Growth

Estimating The Intrinsic Value Of Select Water Solutions, Inc. (NYSE:WTTR)

Jan 03
Estimating The Intrinsic Value Of Select Water Solutions, Inc. (NYSE:WTTR)

Market Participants Recognise Select Water Solutions, Inc.'s (NYSE:WTTR) Earnings Pushing Shares 45% Higher

Dec 03
Market Participants Recognise Select Water Solutions, Inc.'s (NYSE:WTTR) Earnings Pushing Shares 45% Higher

We Think That There Are Some Issues For Select Water Solutions (NYSE:WTTR) Beyond Its Promising Earnings

Nov 13
We Think That There Are Some Issues For Select Water Solutions (NYSE:WTTR) Beyond Its Promising Earnings

Select Water Solutions' (NYSE:WTTR) Dividend Will Be Increased To $0.07

Oct 28
Select Water Solutions' (NYSE:WTTR) Dividend Will Be Increased To $0.07

Investors Appear Satisfied With Select Water Solutions, Inc.'s (NYSE:WTTR) Prospects

Oct 19
Investors Appear Satisfied With Select Water Solutions, Inc.'s (NYSE:WTTR) Prospects

Select Water Services: The Permian Tsunami

Oct 08

Calculating The Intrinsic Value Of Select Water Solutions, Inc. (NYSE:WTTR)

Sep 27
Calculating The Intrinsic Value Of Select Water Solutions, Inc. (NYSE:WTTR)
User avatar

Water Infrastructure Growth Powers Sustainable Earnings And Margin Expansion

Aggressive expansion into water infrastructure aims at boosting revenue and gross profit through acquisitions and high-margin projects like increased recycling capacity.

Earnings Beat: Select Water Solutions, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 04
Earnings Beat: Select Water Solutions, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Select Water Solutions' (NYSE:WTTR) Dividend Will Be $0.06

Jul 29
Select Water Solutions' (NYSE:WTTR) Dividend Will Be $0.06

Capital Allocation Trends At Select Water Solutions (NYSE:WTTR) Aren't Ideal

Jul 16
Capital Allocation Trends At Select Water Solutions (NYSE:WTTR) Aren't Ideal

Select Water Solutions Not Yet Selected

Jun 24

Here's Why We Think Select Water Solutions (NYSE:WTTR) Might Deserve Your Attention Today

Jun 20
Here's Why We Think Select Water Solutions (NYSE:WTTR) Might Deserve Your Attention Today

Select Water Solutions (NYSE:WTTR) Has A Pretty Healthy Balance Sheet

May 21
Select Water Solutions (NYSE:WTTR) Has A Pretty Healthy Balance Sheet

Shareholders Would Not Be Objecting To Select Water Solutions, Inc.'s (NYSE:WTTR) CEO Compensation And Here's Why

May 02
Shareholders Would Not Be Objecting To Select Water Solutions, Inc.'s (NYSE:WTTR) CEO Compensation And Here's Why

Here's Why We Think Select Water Solutions (NYSE:WTTR) Might Deserve Your Attention Today

Feb 22
Here's Why We Think Select Water Solutions (NYSE:WTTR) Might Deserve Your Attention Today

Select Water Solutions, Inc.'s (NYSE:WTTR) Shares Leap 26% Yet They're Still Not Telling The Full Story

Feb 22
Select Water Solutions, Inc.'s (NYSE:WTTR) Shares Leap 26% Yet They're Still Not Telling The Full Story

Returns On Capital At Select Water Solutions (NYSE:WTTR) Have Hit The Brakes

Jan 27
Returns On Capital At Select Water Solutions (NYSE:WTTR) Have Hit The Brakes

Select Water Solutions (NYSE:WTTR) Is Increasing Its Dividend To $0.06

Oct 30
Select Water Solutions (NYSE:WTTR) Is Increasing Its Dividend To $0.06

Select Water Solutions Consolidates Operations For Greater Capital Efficiency

Oct 09

Does Select Water Solutions (NYSE:WTTR) Have A Healthy Balance Sheet?

Oct 05
Does Select Water Solutions (NYSE:WTTR) Have A Healthy Balance Sheet?

Shareholder Returns

WTTRUS Energy ServicesUS Market
7D8.9%9.5%1.9%
1Y6.0%0.6%17.8%

Return vs Industry: WTTR exceeded the US Energy Services industry which returned 3.7% over the past year.

Return vs Market: WTTR underperformed the US Market which returned 16.7% over the past year.

Price Volatility

Is WTTR's price volatile compared to industry and market?
WTTR volatility
WTTR Average Weekly Movement7.0%
Energy Services Industry Average Movement6.9%
Market Average Movement6.5%
10% most volatile stocks in US Market17.5%
10% least volatile stocks in US Market3.0%

Stable Share Price: WTTR has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: WTTR's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20163,700John Schmitzwww.selectwater.com

Select Water Solutions, Inc. provides water management and chemical solutions to the energy industry in the United States. It operates in three segments: Water Services, Water Infrastructure, and Chemical Technologies. The Water Services segment offers water-related services, including water sourcing, water transfer, flowback and well testing, water containment, fluids hauling, water monitoring, and water network automation; WaterONE automation services and AquaView software platform; 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; and various surface rental equipment and workforce accommodation services.

Select Water Solutions, Inc. Fundamentals Summary

How do Select Water Solutions's earnings and revenue compare to its market cap?
WTTR fundamental statistics
Market capUS$1.41b
Earnings (TTM)US$33.04m
Revenue (TTM)US$1.46b
37.2x
P/E Ratio
0.8x
P/S Ratio

Is WTTR overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WTTR income statement (TTM)
RevenueUS$1.46b
Cost of RevenueUS$1.08b
Gross ProfitUS$379.09m
Other ExpensesUS$346.05m
EarningsUS$33.04m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Nov 04, 2025

Earnings per share (EPS)0.32
Gross Margin25.98%
Net Profit Margin2.26%
Debt/Equity Ratio29.3%

How did WTTR perform over the long term?

See historical performance and comparison

Dividends

2.4%
Current Dividend Yield
85%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/24 12:17
End of Day Share Price 2025/10/24 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Select Water Solutions, Inc. is covered by 13 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John LoweBofA Global Research
Thomas CurranB. Riley Securities, Inc.
Scott GruberCitigroup Inc