EMCOR Group Inc (EME)vsSeagate Technology PLC (STX)
EME
EMCOR Group Inc
$943.75
+1.12%
INDUSTRIALS · Cap: $40.24B
STX
Seagate Technology PLC
$771.01
+4.40%
TECHNOLOGY · Cap: $163.00B
Smart Verdict
WallStSmart Research — data-driven comparison
EMCOR Group Inc generates 61% more annual revenue ($17.75B vs $11.01B). STX leads profitability with a 21.6% profit margin vs 7.5%. STX appears more attractively valued with a PEG of 0.50. STX earns a higher WallStSmart Score of 76/100 (B+).
EME
Buy64
out of 100
Grade: C+
STX
Strong Buy76
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Safe zone — low bankruptcy risk
19.7% revenue growth
Earnings expanding 30.0% YoY
Growing faster than its price suggests
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.4x book value
7.5% margin — thin
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 367.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : EME
The strongest argument for EME centers on Return on Equity, Altman Z-Score, Revenue Growth. Revenue growth of 19.7% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bull Case : STX
The strongest argument for STX centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bear Case : EME
The primary concerns for EME are P/E Ratio, Price/Book, Profit Margin.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
STX carries more volatility with a beta of 1.63 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
STX generates stronger free cash flow (953M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STX scores higher overall (76/100 vs 64/100), backed by strong 21.6% margins and 44.1% revenue growth. Both earn "Strong Buy" and "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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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