Stabilis Solutions, Inc. (SLNG)

Stabilis Solutions, Inc. (SLNG) — VMCI valuation read

Stabilis Solutions, Inc. sits at VMCI 43/100, with the Energy sector median at 50. That 7-point spread is the first thing to note on SLNG: it tells the reader the composite is unfavorable before any single ratio is examined, and the mid-cap tier sets the comparison set.

Form 4 disclosures on SLNG are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.

**Investor frame.** The Value read on SLNG: SLNG trades at 26.0x earnings, 44% above the Energy median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 8.0% trails the Energy median (10.0%) by 2.0pp. The Risk read: net debt to EBITDA of 2.7x is the rate-sensitivity line to watch, anchoring the bear scenario on a measurable balance-sheet metric.

SLNG rose 1.7% over the trailing 7 days, with a -1.2% read on a 30-day basis.