Which is better, AM or SEI?

On the Buffett-Fit framework, Antero Midstream Corporation (AM) currently grades higher than SEI — 61/100 (C grade) vs 45/100 (D). That said, "better" depends on which framework you trust — AM wins on Warren Buffett, Benjamin Graham, Charlie Munger, and Terry Smith; SEI wins on Philip Fisher, Peter Lynch, and Joel Greenblatt. The full pillar breakdown is on this page.

Should I buy AM or SEI?

This page is an educational comparison, not investment advice. Both AM and SEI are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is AM better than SEI for value investing?

On the Buffett-style value-investing framework, AM currently grades higher — 61/100 vs 45/100, a 16-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between AM and SEI on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). AM currently scores 61/100 (C grade); SEI scores 45/100 (D grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, AM or SEI?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. AM and SEI are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, AM or SEI?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are AM and SEI both Energy stocks?

Yes — both Antero Midstream Corporation (AM) and Solaris Energy Infrastructure, Inc. (SEI) operate in the Energy sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this AM vs SEI comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

Antero Midstream

Solaris Energy Infrastructure

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

Antero Midstream

Market cap

$10.44B

Sector

Energy

SEI

Solaris Energy Infrastructure

Market cap

$5.36B

Sector

Energy

Overall winner

Antero Midstream AM

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	AM	SEI	Winner
Warren Buffett	61C	45D	AM
Benjamin Graham	68B	65B	AM
Philip Fisher	53C	59C	SEI
Peter Lynch	61C	76B	SEI
Joel Greenblatt	36D	42D	SEI
Charlie Munger	57C	44D	AM
Terry Smith	55C	33F	AM

Side-by-side metrics

Metric	AM	SEI
Market cap	$10.44B	$5.36B
P/E (TTM)	25.4x	84.2x
EV/EBIT	22.0x	49.0x
ROIC (TTM)	8.62%	4.34%
Gross margin	64.52%	34.0%
Net margin	31.94%	6.69%
Revenue CAGR 5y	6.77%	40.61%
EPS CAGR 5y	5.66%	-
Debt / Equity	1.9x	2.1x
Dividend yield	4.09%	0.64%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

AM leads on

Dividend yield4.09%vs 0.64%+84%
Net margin31.94%vs 6.69%+79%
P/E (TTM)25.4xvs 84.2x+70%
EV/EBIT22.0xvs 49.0x+55%

SEI leads on

Revenue CAGR 5y40.61%vs 6.77%+83%

More like AM

AM vs NRP AM vs BSM AM vs DMLP AM vs HESM AM vs WES AM vs TPL

More like SEI

SEI vs NRP SEI vs BSM SEI vs DMLP SEI vs HESM SEI vs WES SEI vs TPL

Read the full Buffett-Brain analysis for AM Read the full Buffett-Brain analysis for SEI

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

Stock comparison

Antero Midstream

Solaris Energy Infrastructure

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

Antero Midstream

Market cap

$10.44B

Sector

Energy

SEI

Solaris Energy Infrastructure

Market cap

$5.36B

Sector

Energy

Overall winner

Antero Midstream AM

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	AM	SEI	Winner
Warren Buffett	61C	45D	AM
Benjamin Graham	68B	65B	AM
Philip Fisher	53C	59C	SEI
Peter Lynch	61C	76B	SEI
Joel Greenblatt	36D	42D	SEI
Charlie Munger	57C	44D	AM
Terry Smith	55C	33F	AM

Side-by-side metrics

Metric	AM	SEI
Market cap	$10.44B	$5.36B
P/E (TTM)	25.4x	84.2x
EV/EBIT	22.0x	49.0x
ROIC (TTM)	8.62%	4.34%
Gross margin	64.52%	34.0%
Net margin	31.94%	6.69%
Revenue CAGR 5y	6.77%	40.61%
EPS CAGR 5y	5.66%	-
Debt / Equity	1.9x	2.1x
Dividend yield	4.09%	0.64%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

AM leads on

Dividend yield4.09%vs 0.64%+84%
Net margin31.94%vs 6.69%+79%
P/E (TTM)25.4xvs 84.2x+70%
EV/EBIT22.0xvs 49.0x+55%

SEI leads on

Revenue CAGR 5y40.61%vs 6.77%+83%

More like AM

AM vs NRP AM vs BSM AM vs DMLP AM vs HESM AM vs WES AM vs TPL

More like SEI

SEI vs NRP SEI vs BSM SEI vs DMLP SEI vs HESM SEI vs WES SEI vs TPL

Read the full Buffett-Brain analysis for AM Read the full Buffett-Brain analysis for SEI

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.