Is EME Stock Still the Best Pick Among Its Peers?

EME: EMCOR logo
EME
EMCOR

Here is how EME stacks up against its peers in size, valuation, growth and margin.

  • EME’s operating margin of 9.4% is modest, and lower than most peers – trailing EVRG (25.5%).
  • EME’s revenue growth of 14.3% in the last 12 months is solid, outpacing EVRG, LNT but lagging VST, FIX, PWR.
  • EME’s stock gained 83.6% over the past year with a PE of 27.6, though peers like VST, FIX delivered stronger returns.
  EME EVRG VST LNT FIX PWR
Market Cap ($ Bil) 29.0 16.1 65.3 16.7 24.5 62.5
Revenue ($ Bil) 15.0 5.9 18.1 4.1 7.3 24.9
PE Ratio 27.6 18.4 26.9 22.4 41.1 67.2
LTM Revenue Growth 14.3% 6.3% 35.0% 2.5% 31.5% 15.8%
LTM Operating Margin 9.4% 25.5% 21.4% 22.6% 11.2% 5.6%
LTM FCF Margin 8.7% -3.3% 13.6% 27.2% 6.9% 5.8%
12M Market Return 83.6% 29.2% 175.0% 20.3% 136.7% 69.7%

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

Revenue Growth Comparison

  LTM 2024 2023 2022
EME 14.3% 15.8% 13.6% 11.8%
EVRG 6.3% 6.2% -6.0% 4.9%
VST 35.0% 16.5% 7.7% 13.7%
LNT 2.5% -1.1% -4.2% 14.6%
FIX 31.5% 35.0% 25.8% 34.7%
PWR 15.8% 13.4% 22.3% 31.5%

Operating Margin Comparison

Relevant Articles
  1. What’s Behind The 86% Surge in Wheaton Stock?
  2. Why Has Barrick Mining Stock Surged 154%?
  3. What Could Send Pfizer Stock Soaring
  4. What Can Trigger Intel Stock’s Slide?
  5. Cash Machine Trading Cheap – Iridium Communications Stock Set to Run?
  6. 3M Stock vs. Honeywell Stock: Which Is A Better Investment?

  LTM 2024 2023 2022
EME 9.4% 9.2% 7.0% 5.1%
EVRG 25.5% 25.1% 23.3% 22.2%
VST 21.4% 23.7% 18.3% -8.0%
LNT 22.6% 22.3% 23.4% 22.1%
FIX 11.2% 10.6% 8.0% 6.1%
PWR 5.6% 5.5% 5.2% 4.9%

PE Ratio Comparison

  LTM 2024 2023 2022
EME 16.1 21.0 16.1 18.2
EVRG 18.1 16.2 16.4 19.2
VST 16.4 17.9 9.5 -8.0
LNT 22.2 22.0 18.5 20.2
FIX 32.0 29.0 22.8 16.8
PWR 40.5 51.3 42.1 41.6

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.