Between EMCOR and MasTec, Which Stock Looks Set to Break Out?

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

Individual stocks are unpredictable. A smart portfolio helps you invest, limits downside shocks, and provides upside exposure.

Beating the market consistently is hard, but the Trefis High Quality (HQ) Portfolio makes it look achievable. By selecting 30 high-conviction stocks, the HQ strategy has historically outpaced the S&P 500, S&P Mid-cap, and Russell 2000. See how this curated selection delivers superior risk-adjusted returns in our detailed performance factsheet.