Is EME Stock Still the Best Pick Among Its Peers?
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
| 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.