MasTec Inc (MTZ)vsQnity Electronics, Inc (Q)
MTZ
MasTec Inc
$433.28
-0.97%
INDUSTRIALS · Cap: $32.90B
Q
Qnity Electronics, Inc
$149.44
+2.03%
TECHNOLOGY · Cap: $30.05B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 221% more annual revenue ($15.28B vs $4.75B). Q leads profitability with a 14.6% profit margin vs 3.0%. MTZ appears more attractively valued with a PEG of 2.54. MTZ earns a higher WallStSmart Score of 58/100 (C).
MTZ
Buy58
out of 100
Grade: C
Q
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.8%
Fair Value
$190.97
Current Price
$433.28
$242.31 premium
Margin of Safety
-9.0%
Fair Value
$105.09
Current Price
$149.44
$44.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.5% year-over-year
Earnings expanding 508.0% YoY
Strong operational efficiency at 20.4%
Areas to Watch
Trading at 10.4x book value
3.0% margin — thin
Operating margin of 3.7%
Expensive relative to growth rate
ROE of 8.0% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 52.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : MTZ
The strongest argument for MTZ centers on Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : Q
The strongest argument for Q centers on Operating Margin.
Bear Case : MTZ
The primary concerns for MTZ are Price/Book, Profit Margin, Operating Margin. A P/E of 82.7x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Bear Case : Q
The primary concerns for Q are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 43.4x leaves little room for execution misses.
Key Dynamics to Monitor
MTZ profiles as a hypergrowth stock while Q is a value play — different risk/reward profiles.
MTZ is growing revenue faster at 34.5% — sustainability is the question.
Q generates stronger free cash flow (420M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MTZ scores higher overall (58/100 vs 49/100) and 34.5% 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.
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.
Visit Website →Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?