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Side-by-side financial comparison of Energy Recovery, Inc. (ERII) and SANDRIDGE ENERGY INC (SD). Click either name above to swap in a different company.
Energy Recovery, Inc. is the larger business by last-quarter revenue ($66.9M vs $39.4M, roughly 1.7× SANDRIDGE ENERGY INC). SANDRIDGE ENERGY INC runs the higher net margin — 54.9% vs 40.2%, a 14.7% gap on every dollar of revenue. On growth, SANDRIDGE ENERGY INC posted the faster year-over-year revenue change (1.1% vs -0.3%). SANDRIDGE ENERGY INC produced more free cash flow last quarter ($14.4M vs $6.4M). Over the past eight quarters, SANDRIDGE ENERGY INC's revenue compounded faster (14.1% CAGR vs 8.1%).
Energy Recovery Inc. is an American manufacturer of energy recovery devices for water and CO2 refrigeration industries.
SandRidge Energy, Inc. is a company engaged in hydrocarbon exploration in the Mid-Continent region of the United States. It is organized in Delaware and headquartered in Oklahoma City, Oklahoma.
ERII vs SD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $66.9M | $39.4M |
| Net Profit | $26.9M | $21.6M |
| Gross Margin | 67.2% | — |
| Operating Margin | 46.8% | 38.5% |
| Net Margin | 40.2% | 54.9% |
| Revenue YoY | -0.3% | 1.1% |
| Net Profit YoY | 14.7% | 23.1% |
| EPS (diluted) | $0.49 | $0.59 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $66.9M | $39.4M | ||
| Q3 25 | $32.0M | $39.8M | ||
| Q2 25 | $28.1M | $34.5M | ||
| Q1 25 | — | $42.6M | ||
| Q4 24 | $67.1M | $39.0M | ||
| Q3 24 | $38.6M | $30.1M | ||
| Q2 24 | $27.2M | $26.0M | ||
| Q1 24 | $12.1M | $30.3M |
| Q4 25 | $26.9M | $21.6M | ||
| Q3 25 | $3.9M | $16.0M | ||
| Q2 25 | $2.1M | $19.6M | ||
| Q1 25 | — | $13.0M | ||
| Q4 24 | $23.5M | $17.6M | ||
| Q3 24 | $8.5M | $25.5M | ||
| Q2 24 | $-642.0K | $8.8M | ||
| Q1 24 | $-8.3M | $11.1M |
| Q4 25 | 67.2% | — | ||
| Q3 25 | 64.2% | — | ||
| Q2 25 | 64.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 70.2% | — | ||
| Q3 24 | 65.1% | — | ||
| Q2 24 | 64.6% | — | ||
| Q1 24 | 59.0% | — |
| Q4 25 | 46.8% | 38.5% | ||
| Q3 25 | 11.4% | 37.8% | ||
| Q2 25 | 5.3% | 53.7% | ||
| Q1 25 | — | 28.6% | ||
| Q4 24 | 38.2% | 25.9% | ||
| Q3 24 | 18.3% | 28.3% | ||
| Q2 24 | -7.4% | 23.9% | ||
| Q1 24 | -90.4% | 27.8% |
| Q4 25 | 40.2% | 54.9% | ||
| Q3 25 | 12.1% | 40.1% | ||
| Q2 25 | 7.3% | 56.6% | ||
| Q1 25 | — | 30.6% | ||
| Q4 24 | 35.0% | 45.1% | ||
| Q3 24 | 22.0% | 84.8% | ||
| Q2 24 | -2.4% | 33.9% | ||
| Q1 24 | -68.3% | 36.7% |
| Q4 25 | $0.49 | $0.59 | ||
| Q3 25 | $0.07 | $0.43 | ||
| Q2 25 | $0.04 | $0.53 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | $0.40 | $0.46 | ||
| Q3 24 | $0.15 | $0.69 | ||
| Q2 24 | $-0.01 | $0.24 | ||
| Q1 24 | $-0.14 | $0.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $75.2M | $111.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $206.2M | $510.9M |
| Total Assets | $231.5M | $644.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.2M | $111.0M | ||
| Q3 25 | $70.4M | $101.2M | ||
| Q2 25 | $79.5M | $102.8M | ||
| Q1 25 | — | $99.7M | ||
| Q4 24 | $78.0M | $98.1M | ||
| Q3 24 | $118.6M | $92.7M | ||
| Q2 24 | $101.0M | $209.9M | ||
| Q1 24 | $117.4M | $207.0M |
| Q4 25 | $206.2M | $510.9M | ||
| Q3 25 | $180.8M | $492.4M | ||
| Q2 25 | $185.2M | $480.2M | ||
| Q1 25 | — | $464.9M | ||
| Q4 24 | $210.0M | $460.5M | ||
| Q3 24 | $233.9M | $446.8M | ||
| Q2 24 | $218.5M | $424.8M | ||
| Q1 24 | $216.0M | $419.7M |
| Q4 25 | $231.5M | $644.0M | ||
| Q3 25 | $209.6M | $619.0M | ||
| Q2 25 | $212.3M | $602.3M | ||
| Q1 25 | — | $588.3M | ||
| Q4 24 | $242.8M | $581.5M | ||
| Q3 24 | $262.7M | $565.2M | ||
| Q2 24 | $249.0M | $529.6M | ||
| Q1 24 | $244.3M | $527.4M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $7.1M | $31.7M |
| Free Cash FlowOCF − Capex | $6.4M | $14.4M |
| FCF MarginFCF / Revenue | 9.6% | 36.6% |
| Capex IntensityCapex / Revenue | 1.0% | 43.8% |
| Cash ConversionOCF / Net Profit | 0.26× | 1.46× |
| TTM Free Cash FlowTrailing 4 quarters | $15.8M | $41.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $7.1M | $31.7M | ||
| Q3 25 | $-3.1M | $25.3M | ||
| Q2 25 | $4.1M | $22.9M | ||
| Q1 25 | — | $20.3M | ||
| Q4 24 | $9.0M | $26.0M | ||
| Q3 24 | $-3.0M | $20.8M | ||
| Q2 24 | $8.1M | $11.4M | ||
| Q1 24 | $6.5M | $15.7M |
| Q4 25 | $6.4M | $14.4M | ||
| Q3 25 | $-3.5M | $5.9M | ||
| Q2 25 | $4.0M | $7.3M | ||
| Q1 25 | — | $13.9M | ||
| Q4 24 | $8.9M | $13.2M | ||
| Q3 24 | $-3.2M | $10.8M | ||
| Q2 24 | $7.9M | $9.0M | ||
| Q1 24 | $5.7M | $14.6M |
| Q4 25 | 9.6% | 36.6% | ||
| Q3 25 | -10.9% | 14.9% | ||
| Q2 25 | 14.3% | 21.0% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | 13.2% | 33.8% | ||
| Q3 24 | -8.2% | 36.1% | ||
| Q2 24 | 28.9% | 34.5% | ||
| Q1 24 | 46.9% | 48.1% |
| Q4 25 | 1.0% | 43.8% | ||
| Q3 25 | 1.1% | 48.6% | ||
| Q2 25 | 0.5% | 45.2% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | 0.2% | 32.9% | ||
| Q3 24 | 0.4% | 33.3% | ||
| Q2 24 | 0.7% | 9.4% | ||
| Q1 24 | 6.8% | 3.7% |
| Q4 25 | 0.26× | 1.46× | ||
| Q3 25 | -0.81× | 1.58× | ||
| Q2 25 | 2.02× | 1.17× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | 0.38× | 1.48× | ||
| Q3 24 | -0.35× | 0.82× | ||
| Q2 24 | — | 1.30× | ||
| Q1 24 | — | 1.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ERII
| Water Segment | $38.6M | 58% |
| Other | $11.0M | 16% |
| Original Equipment Manufacturer | $10.6M | 16% |
| Aftermarket | $6.6M | 10% |
SD
| Oil Reserves | $19.0M | 48% |
| Natural Gas Reserves | $11.6M | 30% |
| Natural Gas Liquids Reserves | $8.7M | 22% |
