EMCOR Group Inc (EME)vsSterling Infrastructure, Inc. (STRL)
EME
EMCOR Group Inc
$816.90
+1.05%
INDUSTRIALS · Cap: $35.17B
STRL
Sterling Infrastructure, Inc.
$547.06
+2.05%
INDUSTRIALS · Cap: $18.31B
Smart Verdict
WallStSmart Research — data-driven comparison
EMCOR Group Inc generates 545% more annual revenue ($18.60B vs $2.88B). STRL leads profitability with a 12.0% profit margin vs 7.7%. EME appears more attractively valued with a PEG of 0.42. STRL earns a higher WallStSmart Score of 72/100 (B).
EME
Strong Buy71
out of 100
Grade: B
STRL
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
19.8% revenue growth
Earnings expanding 34.8% YoY
Revenue surging 91.6% year-over-year
Earnings expanding 141.4% YoY
Every $100 of equity generates 29 in profit
Conservative balance sheet, low leverage
Areas to Watch
Trading at 8.9x book value
7.7% margin — thin
Negative free cash flow — burning cash
Trading at 14.1x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EME
The strongest argument for EME centers on PEG Ratio, Return on Equity, Altman Z-Score. Revenue growth of 19.8% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bull Case : STRL
The strongest argument for STRL centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 91.6% demonstrates continued momentum. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bear Case : EME
The primary concerns for EME are Price/Book, Profit Margin, Free Cash Flow.
Bear Case : STRL
The primary concerns for STRL are Price/Book, P/E Ratio. A P/E of 53.2x leaves little room for execution misses.
Key Dynamics to Monitor
STRL carries more volatility with a beta of 1.83 — expect wider price swings.
STRL is growing revenue faster at 91.6% — sustainability is the question.
STRL generates stronger free cash flow (146M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STRL scores higher overall (72/100 vs 71/100) and 91.6% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
EMCOR Group Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
EMCOR Group, Inc. provides electrical and mechanical installation and construction services in the United States. The company is headquartered in Norwalk, Connecticut.
Sterling Infrastructure, Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Sterling Construction Company, Inc., a construction company, engages in residential construction, specialty services, and heavy civil activities primarily in the southern United States, the Rocky Mountain states, California, and Hawaii. The company is headquartered in The Woodlands, Texas.
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