Zacks Investment Research·1d ago
Sterling vs. Quanta: Which Infrastructure Stock Is the Better Buy?PWR offers broader infrastructure exposure and a $53.4B backlog, while STRL leads on momentum, valuation, ROIC and projected earnings growth.
Sterling Infrastructure is undergoing a transformative growth phase, with revenue surging 90.1% YoY in 2026Q2 to $1.2B, driven by E-Infrastructure and negotiated private work. Gross margins expanded from 17.5% in 2024Q1 to 24.2% in 2026Q2, reflecting a strateg...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue accelerated 90.1% YoY in 2026Q2 to $1.2B, with gross margin expanding to 24.2% from 17.5% in 2024Q1, driving EPS growth of 116.5% YoY.
Sterling Infrastructure reported a first-quarter earnings and revenue beat, raising its 2026 guidance.
The company highlighted a larger backlog driven by AI-related data center projects.
Investors emphasize Sterling Infrastructure's turnaround as a key bullish driver.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | $5.80+15.8% vs $5.01 | $1.2B+20.5% vs $969M |
Q2 2026 May 4, 2026 | $3.59+57.5% vs $2.28 | $826M+36.8% vs $604M |
Q1 2026 Feb 25, 2026 | $3.08+17.6% vs $2.62 | $756M+18.0% vs $640M |
Q4 2025 Nov 3, 2025 | $3.48+24.7% vs $2.79 | $689M+10.9% vs $621M |
PWR offers broader infrastructure exposure and a $53.4B backlog, while STRL leads on momentum, valuation, ROIC and projected earnings growth.
The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
AI chips get the attention, but these three contractors sit at the physical bottleneck. See how their backlogs, growth, margins, and risk compare as data center spending accelerates.
Benchmark STRL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Sterling Infrastructure, Inc. (STRL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $516.57 | $15.85B | 55.07 | 17.69% | 11.65% | 30.02% | — | |
| $76.32 | $4.14B | 15.20 | 18.97% | 1.92% | 8.46% | — | |
| $96.71 | $5.47B | 52.56 | 54.2% | 4.1% | 14.61% | — | |
| $289.05 | $4.5B | 38.39 | 8.79% | 4.13% | 24.17% | — | |
| $321.07 | $12.79B | 42.75 | 16.89% | 11.45% | 43.81% | — | |
| $79.89 | $1.21B | 22.89 | 20.46% | 8.8% | 20.92% | — |
Sterling Infrastructure, Inc. (STRL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Sterling Infrastructure, Inc. (STRL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
Jul 10, 2026·SEC
Jul 8, 2026·SEC
Get notified when STRL posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Sterling Infrastructure, Inc. (STRL) stock FAQ — growth, dividends, profitability & financials explained
Sterling Infrastructure, Inc. (STRL) reported $3.44B in revenue for fiscal year 2025. This represents a 7164% increase from $47.3M in 1996.
Sterling Infrastructure, Inc. (STRL) grew revenue by 17.7% over the past year. This is strong growth.
Yes, Sterling Infrastructure, Inc. (STRL) is profitable, generating $431.5M in net income for fiscal year 2025 (11.7% net margin).
Sterling Infrastructure, Inc. (STRL) has a return on equity (ROE) of 30.0%. This is excellent, indicating efficient use of shareholder capital.
Sterling Infrastructure, Inc. (STRL) generated $480.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
