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Sterling Infrastructure, Inc. (STRL)

POSITIVE
IndustrialsEngineering & ConstructionUnited States

Fondamentale

72

Prezzo

$487.66

Capitalizzazione

$14.97B

Parte 1 · Quanto vale l'azienda

Panoramica

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.

Per questa società non c'è ancora una scheda redazionale

Concorrenti diretti

Con chi questa società si contende gli stessi clienti

Per questa società non c'è ancora una scheda redazionale

Per questa società non c'è ancora un elenco di concorrenti.

Stato Patrimoniale e Liquidità

Ricavi

$3.44B

Ultimi 12 mesi (al 30/06/2026)

Utile Netto

$431M

Ultimi 12 mesi (al 30/06/2026)

Free Cash Flow

$363M

Patrimonio Netto Totale

$1.11B

Passività Totali

$1.53B

Rapporto di Liquidità

1.11

Copertura Interessi

-

Debito/EBITDA

0.70

Utile per Azione

Ricavi e Utile Netto

Free Cash Flow

Scomposizione Ricavi

Prospetto storico

Margini nel tempo

Il debito nel tempo

Quanto pesa il debito

Griglia della crescita

Crescita — Ricavi

Stima del Fair Value

Sottovalutato

Fair Value

$670.09

Prezzo Attuale

$487.66

Margine di Sicurezza

+27.2%

Range Fair Value

$479.85 - $860.34

Metodi di Stima

Analyst Target:$876.00
DCF:$538.93
PE-based:$394.91
Graham Growth:$715.57
EPV:$102.50
Consenso Analisti:Strong Buy (14B / 1H / 0S)
Ultima Sorpresa Utili:+6.08%

Metriche di Valutazione

Rapporto P/E

35.78

ROE

26.2%

Rapporto P/B

11.19

P/FCF

31.52

Margine Lordo

23.8%

ROIC

25.0%

Radar Redditività

Creazione di Valore (Vantaggio Competitivo)

ROIC

25.0%

WACC

14.6%

ROIC − WACC

+10.4 pp

Il ROIC supera il costo del capitale: l'azienda sta creando valore per gli azionisti.

Criteri di Analisi Fondamentale

Superati (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

Non superati (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%

Non disponibili (2)

  • Dividend Payout NaN%
  • Interest Coverage

Piotroski F-Score

6/9

Segnali misti: alcune aree necessitano attenzione

score
criteria

Qualità degli Utili

1.39

Alta qualità: utili supportati da cash

Diluizione Azionaria

-0.6%

Riacquisto azioni. Favorevole agli azionisti

Governance

Team Dirigenziale

NomeRuoloEtà
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-

Rischio Audit

8

Rischio CdA

2

Rischio Compensi

1

Rischio Diritti Azionisti

4

Parte 2 · Il prezzo e il momento d'ingresso

Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.

Ultime Notizie

Ultime notizie per STRL, da 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