Daqo New EnergySelect Water Solutions

Daqo New Energy vs Select Water Solutions

Daqo New Energy and Select Water Solutions are featured on this page. This comparison page examines how each company approaches its business, contrasts strategies and operations, and highlights their ...

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Investment Analysis

Daqo New Energy

Pros

  • Daqo New Energy reported a 226% year-over-year revenue surge to $244.6 million in Q3 2025, significantly beating forecasts and demonstrating strong sales growth.
  • The company has strategically improved production efficiency with a 40% capacity utilisation and exceeded polysilicon production guidance, producing 30,650 metric tons recently.
  • Daqo holds nearly $983 million in cash and short-term investments, reflecting a strong liquidity position that supports operational and strategic initiatives.

Considerations

  • Despite rising revenues, Daqo posted net losses with an EPS of -$5.12 over the trailing twelve months and a negative gross margin of -34.2%, indicating ongoing profitability challenges.
  • The polysilicon market is cyclical and exposed to fluctuations in demand and pricing, posing execution and market risk for Daqo’s heavy production focus.
  • Daqo’s share price forecasts show some analyst disagreement, with average price targets indicating limited upside potential and moderate buy consensus, reflecting valuation uncertainty.
Select Water Solutions

Pros

  • Select Water Solutions Inc. specialises in sustainable water and chemical solutions, supported by critical water infrastructure and chemical manufacturing capabilities.
  • The company’s diversified business segments include Water Services, Water Infrastructure, and Chemical Technologies, with a majority of revenue generated from Water Services.
  • Select Water Solutions operates in the energy sector, providing essential support to oil and gas operations, which can offer steady demand despite market cycles.

Considerations

  • Limited publicly available recent financial and trading data restricts comprehensive evaluation of Select Water Solutions’ current operational and financial performance.
  • As a player in energy-related water solutions, the company faces sector exposure risks related to fluctuations in the oil and gas industry.
  • Market capitalisation around $1 billion indicates a smaller scale compared to industry peers, which may imply higher vulnerability to market volatility and execution risks.

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