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Sterling Infrastructure, Inc. (STRL)

POSITIVE
IndustrialsEngineering & ConstructionUnited States

Fondamental

72

Prix

$484.93

Capitalisation boursière

$14.97B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States. It operates through three segments: E-Infrastructure, Transportation, and Building Solutions. The E-Infrastructure Solutions segment provides site development services for the blue-chip end users in the e-commerce distribution center, data center, manufacturing, warehousing, and power generation sectors. Its Transportation Solutions segment is involved in the development of infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, rail, and storm drainage systems for the departments of transportation, regional transit, airport, port, water, and railroads authorities. The Building Solutions segment offers residential and commercial concrete foundations for single-family and multi-family homes, parking structures, elevated slabs, and other concrete work for developers and general contractors, as well as plumbing and surveys services for residential builds. It operates in the United States, primarily across the Southern, Northeastern, Mid-Atlantic and Rocky Mountain regions, and the Pacific Islands. The company was formerly known as Sterling Construction Company, Inc. and changed its name to Sterling Infrastructure, Inc. in June 2022. Sterling Infrastructure, Inc. was founded in 1955 and is headquartered in The Woodlands, Texas.

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Direct competitors

Who this company fights with for the same customers

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Bilan & Liquidités

Chiffre d'affaires

$3.44B

12 derniers mois (au 30/06/2026)

Résultat net

$431M

12 derniers mois (au 30/06/2026)

Flux de trésorerie libre

$363M

Capitaux propres totaux

$1.11B

Passif total

$1.53B

Ratio de liquidité général

1.11

Couverture des intérêts

-

Dette/EBITDA

0.70

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Sous-évalué

Juste valeur

$670.09

Prix actuel

$484.93

Marge de sécurité

+27.6%

Fourchette de juste valeur

$479.85 - $860.34

Méthodes d'estimation

Analyst Target:$876.00
DCF:$538.93
PE-based:$394.91
Graham Growth:$715.57
EPV:$102.50
Consensus des analystes:Achat fort (14B / 1H / 0S)
Dernière surprise sur les résultats:+6.08%

Indicateurs de valorisation

Ratio P/E

35.78

ROE

26.2%

Ratio P/B

11.19

P/FCF

31.52

Marge brute

23.8%

ROIC

25.0%

Radar de rentabilité

Value Creation (Economic Moat)

ROIC

25.0%

WACC

14.6%

ROIC − WACC

+10.4 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Critères d'analyse fondamentale

Réussi (19)

  • EPS shows upward trend
  • EPS CAGR 11.22%
  • Price CAGR 50.88%
  • ROIC 25.0%
  • Debt/Equity ratio
  • Operating Margin 17.5%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 36.7%
  • Revenue Growth 5Y 15.2%
  • Analyst Consensus 93% Buy
  • Earnings Surprise avg 24.4%
  • PEG Ratio 0.88
  • Earnings Quality (OCF/NI) 1.39
  • Share Dilution -0.6%
  • Piotroski F-Score 6/9

Échoué (7)

  • Gross Margin 23.8%
  • P/FCF 31.52
  • P/B Ratio 11.19
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Net Margin Trend 12.5% vs 13.3%

Indisponible (2)

  • Dividend Payout NaN%
  • Interest Coverage

Score F de Piotroski

6/9

Signaux mixtes : certains domaines nécessitent attention

score
criteria

Qualité des bénéfices

1.39

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-0.6%

Rachat d'actions. Favorable aux actionnaires

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Joseph A. CutilloCEO, President & Director59
Mr. Nicholas M. GrindstaffChief Financial Officer62
Mr. Daniel P. GovinChief Operating Officer53
Mr. Mark D. WolfGeneral Counsel, Corporate Secretary & Chief Compliance Officer64
Ms. Noelle Christine Dilts C.F.A.Vice President of Investor Relations & Corporate Strategy-

Risque d'audit

8

Risque du conseil

2

Risque de rémunération

1

Risque droits des actionnaires

4

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Latest News

Recent headlines for STRL, sourced from Markets Gazette.

  • 5/5/2026POSITIVE
    AI Boom Sends Sterling Infrastructure Stock Soaring, Peers Gain

    Sterling Infrastructure Inc. experienced a significant surge, poised for its best trading day in over 20 years, driven by the burgeoning demand for artificial intelligence infrastructure development. This boom in AI-related construction projects has directly translated into robust earnings for the company. The positive momentum extended to other firms in the construction and engineering sectors, indicating a broader industry uplift. Investors are watching closely as the AI revolution continues to reshape demand for specialized infrastructure, potentially offering sustained growth opportunities for companies like Sterling.

  • 4/23/2026POSITIVE
    This Sterling Infrastructure Analyst Begins Coverage On A Bullish Note; Here Are Top 3 Initiations For Thursday

    Sterling Infrastructure Inc. has initiated coverage with a bullish stance by a Wall Street analyst. The specific details of the analyst's price target and rating were not disclosed in this brief report, but the initiation of coverage on a positive note suggests potential upside for the company's stock. Investors should monitor Sterling Infrastructure for further analyst commentary and stock performance following this initiation, as it may signal increased institutional interest and potential for future growth.

via Markets Gazette