Select Water Solutions, Inc.(WTTR)Stock Analysis
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Rank #1,984 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
WTTR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Select Water Solutions, Inc. (WTTR), a Energy sector company. 13F Pro's AI-powered ranking engine scores WTTR at 39.1/100 on a 32-signal composite quality model, placing it at rank #1,984 of 2,879 stocks — the bottom half of the AI-ranked universe. WTTR scores in the top quartile across institutional flow (97.0). Areas of concern include earnings quality (16.8) and free cash flow (19.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 48.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Select Water Solutions, Inc. reports quarterly revenue of $366.0M, net income of $8.6M, an operating margin of 4.9%. Top institutional holders of WTTR by reported 13-F value include FRANKLIN RESOURCES, BlackRock,, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. WTTR trades on the NYSE exchange and files with the SEC under CIK 1693256. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WTTR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Select Water Solutions, Inc. directly from SEC EDGAR. Select Water Solutions, Inc.'s 13F Pro composite quality score has ranged between 8 and 67 since 2023, currently 39.1 — a declining long-term trajectory across 46 quarterly and live scoring snapshots.
Revenue
Q1 2026
$366.0M
Net Income
Q1 2026
$8.6M
Free Cash Flow
Q1 2026
$-68.1M
Operating Margin
Q1 2026
4.9%
ROIC
Q1 2026
1.5%
D/E Ratio
Q1 2026
0.25
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+1.4% YoYNet Income
-56.0% YoYOperating Income
-26.4% YoYTotal Assets
+30.5% YoYTotal Debt
+2095.3% YoYOp. Cash Flow
+546.0% YoY| Metric | FY 2025 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $1.41B +1.4% | $1.39B +81.5% | $764.6M +26.4% | $605.1M -53.2% | $1.29B -15.5% | $1.53B |
| Net Income | $21.2M -56.0% | $48.3M +214.3% | $-42.2M +87.5% | $-338.7M -12265.4% | $2.8M -92.4% | $36.5M |
| Operating Income | $28.8M -26.4% | $39.2M +159.8% | $-65.5M +83.4% | $-394.8M -1810.9% | $23.1M -62.6% | $61.7M |
| Total Assets | $1.60B +30.5% | $1.22B +28.7% | $950.2M +8.5% | $875.4M -35.0% | $1.35B -1.0% | $1.36B |
| Total Debt | $351.3M +2095.3% | $16.0M | — | — | — | $45.9M |
| Operating Cash Flow | $214.7M +546.0% | $33.2M +304.5% | $-16.2M -115.4% | $105.8M -48.1% | $203.9M -12.2% | $232.4M |
AI Insight: WTTR Financial Trends
Debt tripled to $351M by Q4 2025 while operating income turned negative — but Q1 2026 shows a sharp sequential rebound in margins and a $104M debt reduction.
• Total debt surged from $80M in Q3 2024 to $351M in Q4 2025, a 4x increase in five quarters, pressuring the balance sheet.
• Operating income deteriorated from $25M in Q3 2024 to -$2M in Q3 2025 and near-zero in Q4 2025, marking two consecutive quarters of operational weakness.
• Q1 2026 operating income rebounded to $18M and net income to $9M, the strongest operating result since Q3 2024.
• Equity jumped from $806M in Q4 2025 to $991M in Q1 2026, suggesting a capital raise or significant asset addition.
⚠ Debt fell $104M sequentially to $247M in Q1 2026 — monitor whether deleveraging continues or was a one-time event.
⚠ Operating cash flow turned negative (-$5M) in Q1 2025 and remains volatile — Q1 2026's $10M is well below prior-year levels.
⚠ Revenue has declined from $374M in Q1 2025 to $366M in Q1 2026 on a year-over-year basis, with no clear growth catalyst visible.
AI Insight: WTTR Ratio Trends
WTTR's profitability has structurally deteriorated since Q3 2024 peaks, with ROIC collapsing from 11.2% to near zero and leverage more than quadrupling.
• ROIC peaked at 11.2% in Q3 2024 and turned negative in Q3–Q4 2025, recovering only partially to 5.8% in Q1 2026.
• D/E ratio surged from 0.10 in Q3 2024 to 0.44 in Q4 2025, before easing to 0.25 in Q1 2026.
• Operating margin recovered to 4.9% in Q1 2026 after two consecutive negative quarters (Q3 and Q4 2025), a tentative sequential improvement.
⚠ TTM operating margin of 2.2% sits well below any individual profitable quarter — sustained earnings weakness, not just seasonal noise.
⚠ D/E eased from 0.44 to 0.25 in Q1 2026 — monitor whether deleveraging continues or reverses in coming quarters.
⚠ Q4 2024 and Q3–Q4 2025 each produced near-zero or negative margins; recurring troughs suggest structural, not purely seasonal, pressure.
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Available Research
13F Pro tracks comprehensive data for Select Water Solutions, Inc. including:
Top Institutional Holders of WTTR
FRANKLIN RESOURCES INC
$166.3M10,872,399 shBlackRock, Inc.
$146.9M9,602,971 shDIMENSIONAL FUND ADVISORS LP
$100.2M6,550,309 shVANGUARD CAPITAL MANAGEMENT LLC
$75.6M4,942,554 shAMERICAN CENTURY COMPANIES INC
$61.3M4,006,991 shWELLINGTON MANAGEMENT GROUP LLP
$60.9M3,983,077 shCrestview Partners II GP, L.P.
$59.7M3,899,195 shDEPRINCE RACE & ZOLLO INC
$53.8M3,517,163 shSTATE STREET CORP
$51.0M3,335,105 shEncompass Capital Advisors LLC
$47.2M3,085,249 sh
| Fund | Value | Shares |
|---|---|---|
| FRANKLIN RESOURCES INC | $166.3M | 10,872,399 |
| BlackRock, Inc. | $146.9M | 9,602,971 |
| DIMENSIONAL FUND ADVISORS LP | $100.2M | 6,550,309 |
| VANGUARD CAPITAL MANAGEMENT LLC | $75.6M | 4,942,554 |
| AMERICAN CENTURY COMPANIES INC | $61.3M | 4,006,991 |
| WELLINGTON MANAGEMENT GROUP LLP | $60.9M | 3,983,077 |
| Crestview Partners II GP, L.P. | $59.7M | 3,899,195 |
| DEPRINCE RACE & ZOLLO INC | $53.8M | 3,517,163 |
| STATE STREET CORP | $51.0M | 3,335,105 |
| Encompass Capital Advisors LLC | $47.2M | 3,085,249 |
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Popular Research
Is WTTR a good stock to buy?
13F Pro's AI-powered analysis of Select Water Solutions, Inc. (WTTR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WTTR are available on the WTTR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own WTTR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WTTR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Select Water Solutions, Inc.'s investment landscape.