WallStSmart

Concrete Pumping Holdings Class A (BBCP)vsMasTec Inc (MTZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MasTec Inc generates 3502% more annual revenue ($14.30B vs $396.98M). MTZ leads profitability with a 2.8% profit margin vs 1.7%. MTZ trades at a lower P/E of 61.3x. MTZ earns a higher WallStSmart Score of 58/100 (C).

BBCP

Hold

38

out of 100

Grade: F

Growth: 2.7Profit: 4.0Value: 3.0Quality: 6.0
Piotroski: 3/9Altman Z: 0.85

MTZ

Buy

58

out of 100

Grade: C

Growth: 8.7Profit: 5.5Value: 5.3Quality: 7.0
Piotroski: 4/9Altman Z: 2.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BBCPSignificantly Overvalued (-985.3%)

Margin of Safety

-985.3%

Fair Value

$0.61

Current Price

$7.08

$6.47 premium

UndervaluedFair: $0.61Overvalued
MTZOvervalued (-7.7%)

Margin of Safety

-7.7%

Fair Value

$246.17

Current Price

$323.55

$77.38 premium

UndervaluedFair: $246.17Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBCP1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

MTZ2 strengths · Avg: 9.0/10
EPS GrowthGrowth
92.8%10/10

Earnings expanding 92.8% YoY

Revenue GrowthGrowth
15.8%8/10

15.8% revenue growth

Areas to Watch

BBCP4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.8%4/10

4.8% revenue growth

Market CapQuality
$343.30M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.3%3/10

ROE of 2.3% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

MTZ3 concerns · Avg: 3.0/10
PEG RatioValuation
1.964/10

Expensive relative to growth rate

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

P/E RatioValuation
61.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : BBCP

The strongest argument for BBCP centers on Price/Book.

Bull Case : MTZ

The strongest argument for MTZ centers on EPS Growth, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.

Bear Case : BBCP

The primary concerns for BBCP are Revenue Growth, Market Cap, Return on Equity. A P/E of 75.4x leaves little room for execution misses. Debt-to-equity of 1.52 is elevated, increasing financial risk.

Bear Case : MTZ

The primary concerns for MTZ are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 61.3x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

BBCP profiles as a value stock while MTZ is a growth play — different risk/reward profiles.

MTZ carries more volatility with a beta of 1.89 — expect wider price swings.

MTZ is growing revenue faster at 15.8% — sustainability is the question.

MTZ generates stronger free cash flow (214M), providing more financial flexibility.

Bottom Line

MTZ scores higher overall (58/100 vs 38/100) and 15.8% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Concrete Pumping Holdings Class A

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Concrete Pumping Holdings, Inc. provides concrete pumping and waste management services in the United States and the United Kingdom. The company is headquartered in Thornton, Colorado.

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MasTec Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.

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