Can EMCOR Outrun MasTec in the Next Rally?

MTZ: MasTec logo
MTZ
MasTec

MasTec surged 16% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer EMCOR gives you more. EMCOR (EME) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs MasTec (MTZ) stock, suggesting you may be better off investing in EME

  • EME’s quarterly revenue growth was 19.7%, vs. MTZ’s 15.8%.
  • In addition, its Last 12 Months revenue growth came in at 16.6%, ahead of MTZ’s 16.2%.
  • EME leads on profitability over both periods – LTM margin of 9.2% and 3-year average of 8.5%.

These differences become even clearer when you look at the financials side by side. The table highlights how MTZ’s fundamentals stack up against those of EME on growth, margins, momentum, and valuation multiples.

Trefis: MTZ Stock Insights

Valuation & Performance Overview

  MTZ EME Preferred
     
Valuation      
P/EBIT Ratio 35.8 20.6 EME
     
Revenue Growth      
Last Quarter 15.8% 19.7% EME
Last 12 Months 16.2% 16.6% EME
Last 3 Year Average 13.8% 15.3% EME
     
Operating Margins      
Last 12 Months 4.6% 9.2% EME
Last 3 Year Average 2.9% 8.5% EME
     
Momentum      
Last 3 Year Return 212.6% 360.2% MTZ

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: MTZ Revenue Comparison | EME Revenue Comparison
See more margin details: MTZ Operating Income Comparison | EME Operating Income Comparison

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See detailed fundamentals on Buy or Sell EME Stock and Buy or Sell MTZ Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
MTZ Return 35% -8% -11% 80% 60% 37% 337%    
EME Return 40% 17% 46% 111% 35% 18% 701%   <===
S&P 500 Return 27% -19% 24% 23% 16% -1% 81%    
Monthly Win Rates [3]
MTZ Win Rate 67% 50% 42% 58% 67% 67%   58%  
EME Win Rate 50% 33% 67% 83% 50% 67%   58%  
S&P 500 Win Rate 75% 42% 67% 75% 67% 33%   60% <===
Max Drawdowns [4]
MTZ Max Drawdown -1% -31% -44% -17% -22% 0%   -19%  
EME Max Drawdown -3% -24% -4% -2% -25% 0%   -10%  
S&P 500 Max Drawdown -1% -25% -1% -2% -15% -2%   -8% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 3/10/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read EME Dip Buyer Analyses and MTZ Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about MTZ or EME? Consider portfolio approach.

Portfolios Beat Stock Picking

Single stocks swing wildly but staying invested matters. A well built portfolio helps you stay invested, captures upside and softens the blows from individual stocks.

Why settle for average market returns? The Trefis High Quality (HQ) Portfolio invests in a diverse group of 30 stocks that have collectively delivered stronger upside with reduced volatility compared to the broader indices. Discover the methodology behind these smoother, higher returns by checking the HQ Portfolio performance data.