NextDecadeSelect Water Solutions

NextDecade vs Select Water Solutions

This page compares NextDecade and Select Water Solutions, offering a neutral, accessible view of their business models, financial performance, and market context. It explains how each company operates...

Which Baskets Do They Appear In?

Energy Tech Consolidation: Powering The Future

Energy Tech Consolidation: Powering The Future

Baker Hughes' acquisition of Chart Industries for $13.6 billion signals a major consolidation in the energy equipment market. This deal creates an investment opportunity focused on companies providing critical technologies for LNG, nuclear energy, and data center infrastructure.

Published: July 29, 2025

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Fueling Europe: America's Energy & Defense Boom

Fueling Europe: America's Energy & Defense Boom

A new trade agreement between the US and the European Union is set to direct billions of dollars into the American energy and defense industries. This theme focuses on the U.S. companies best positioned to benefit from the EU's commitment to purchase significant amounts of energy and military equipment.

Published: July 28, 2025

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U.S. Energy's Great Gas Pivot

U.S. Energy's Great Gas Pivot

U.S. energy companies are cutting oil rigs while increasing natural gas drilling, signaling a key strategic shift in the sector. This pivot creates an investment opportunity in natural gas producers and the service companies that enable more efficient drilling.

Published: July 26, 2025

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European Energy Pivot

European Energy Pivot

This carefully selected group of stocks represents companies at the forefront of Europe's urgent shift toward energy independence. Handpicked by our analysts, these firms are positioned to benefit from the massive investment in LNG infrastructure and renewable energy as Europe reduces its reliance on Russian gas.

Published: July 14, 2025

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Future Growth Leaders

Future Growth Leaders

Get ahead of the curve with this carefully selected collection of companies positioned for exceptional growth. Our professional analysts have identified these potential market titans operating in dynamic, high-growth sectors before their explosive potential is fully recognized by the masses.

Published: June 18, 2025

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Bridge Fuel Brigade

Bridge Fuel Brigade

This carefully selected collection of stocks focuses on companies leading the charge in natural gas adoption as a cleaner transition fuel. Our professional analysts have identified businesses positioned to benefit from the global pivot away from coal toward cleaner energy solutions.

Published: June 17, 2025

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Investment Analysis

NextDecade

Pros

  • NextDecade is advancing significant LNG projects including the Rio Grande terminal and multiple carbon capture and storage initiatives enhancing sustainability credentials.
  • The company has recently reached project milestones such as Train 4 final investment decision and Train 5 commercialization, signaling progress in its development pipeline.
  • Insider buying activity suggests confidence from internal management despite mixed market reactions.

Considerations

  • NextDecade is experiencing substantial net losses with a negative trailing twelve months EPS of -0.80 and high negative earnings before interest and taxes.
  • The stock exhibits high volatility and uncertainty, reflected in a wide 52-week price range and a beta of around 1.79, indicating above-market risk.
  • Its valuation metrics, such as price-to-book and enterprise value, are elevated relative to peers, and revenue generation is not yet established, reflecting execution and commercialisation risks.
Select Water Solutions

Pros

  • Select Water Solutions has established a potentially lucrative partnership focused on PFAS remediation, targeting a growing environmental liability market.
  • The company maintains positive price ratios with a forward P/E of 9.64, suggesting better near-term earnings prospects relative to peers.
  • Select Water has a lower beta than NextDecade, indicating comparatively less volatility and risk exposure.

Considerations

  • The company recently reported an earnings miss, raising concerns about near-term financial performance and operational execution.
  • With a market capitalization under $1.2 billion, Select Water's scale is smaller, which might limit its competitive positioning and resource access compared to larger peers.
  • Ongoing dependency on regulatory-driven demand such as PFAS remediation projects introduces exposure to policy changes and funding variability.

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