Select Water Solutions Holds The Right Ingredients To Break Out

  • Select Water Solutions is on a steady growth path, leveraging integrated water solutions and long-term contracts, with strong expansion in water infrastructure and recycling capacity. Despite short-term risks from energy sector volatility and negative cash flows due to high capex, I see robust gross profit to free cash flow conversion in core segments. WTTR is undervalued relative to peers, with strategic project wins and strong positioning in a growing market.