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ROAD

NEUTRAL
$125.64 Live
Construction Partners, Inc. · NASDAQ
Target $142.0 (+13.0%)
$71.62 52W Range $141.9

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 19, 2026
Market cap
$7.1B
P/E
56.85
ROE
13.7%
Profit margin
4.0%
Debt/Equity
1.9
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
ROAD exhibits stable financial health with a Piotroski F-Score of 6/9, but suffers from a severe valuation disconnect. While the company shows impressive top-line growth (44.1% YoY) and a robust $3.0 billion contract backlog, the current price of $125.64 trades at a massive premium to its Graham Number ($29.20) and Intrinsic Value ($15.47). The combination of thin profit margins (3.99%) and a bearish technical trend (10/100) offsets the strong analyst 'strong_buy' consensus, suggesting the stock is priced for perfection in a volatile sector.

Key Strengths

Strong revenue growth of 44.10% YoY and Q/Q
Significant contract backlog of $3.0 billion providing revenue visibility
Strategic geographic focus on the high-growth Sunbelt region
Stable financial health indicated by a Piotroski F-Score of 6/9
Strong analyst sentiment with a 'strong_buy' recommendation

Key Risks

Extreme valuation premium (P/E of 56.85 and P/B of 7.33)
High dependency on government spending (65% of revenues)
Very thin net profit margins (3.99%) leaving little room for error
Bearish technical trend (10/100) indicating negative price momentum
Exposure to economic slowdowns in specific Sunbelt states
AI Fair Value Estimate
Based on comprehensive analysis
$52.4
-58.3% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
48
Moderate
Value
15
Future
85
Past
75
Health
65
Dividend
0
AI Verdict
Growth-Driven Speculation
Key drivers: Revenue Growth, Contract Backlog, Valuation Gap, Government Funding Reliance
Confidence
90%
Value
15/100

Ref P/E 56.85, PEG 1.57, Graham Number $29.2

Positives
  • Forward P/E is lower than trailing P/E
Watchpoints
  • Price is >4x the Graham Number
  • P/B ratio of 7.33 is excessively high
Future
85/100

Ref Revenue Growth 44.10%

Positives
  • 44% revenue growth
  • Strong backlog of $3B
  • Sunbelt regional demand
Watchpoints
  • Volatility in quarterly EPS surprises
Past
75/100

Ref Historical Price Performance

Positives
  • Exceptional 5Y change of +316%
  • Strong 1Y return of +62.2%
Watchpoints
  • Inconsistent quarterly earnings beats (1/4 last 4 quarters)
Health
65/100

Ref Piotroski F-Score, Current Ratio

Positives
  • Piotroski F-Score 6/9
  • Current Ratio 1.59 is healthy
  • Debt/Equity lower than sector average
Watchpoints
  • Debt/Equity of 1.90 is still significant
Dividend
0/100

Ref Dividend Yield N/A

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$125.64
Analyst Target
$142.0
Upside/Downside
+13.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for ROAD and closest competitors.

Updated 2026-04-17
ROA
Construction Partners, Inc.
Primary
5Y
+316.0%
3Y
+386.2%
1Y
+62.2%
6M
+9.2%
1M
+7.0%
1W
+5.7%
AL
Air Lease Corporation
Peer
5Y
+64.5%
3Y
+54.2%
1Y
+38.3%
6M
+11.7%
1M
+0.3%
1W
+0.2%
AAL
American Airlines Group Inc.
Peer
5Y
-54.1%
3Y
-22.8%
1Y
+8.1%
6M
-1.2%
1M
-11.1%
1W
+3.6%
AAO
AAON, Inc.
Peer
5Y
+72.1%
3Y
+40.5%
1Y
+7.6%
6M
+2.2%
1M
-18.3%
1W
-5.0%
MID
The Middleby Corporation
Peer
5Y
-13.1%
3Y
+2.5%
1Y
+8.1%
6M
+8.1%
1M
-0.4%
1W
+5.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
56.85
Forward P/E
34.03
PEG Ratio
1.57
P/B Ratio
7.33
P/S Ratio
2.32
EV/Revenue
2.89
EV/EBITDA
19.23
Market Cap
$7.1B

Profitability

Profit margins and return metrics

Profit Margin 3.99%
Operating Margin 7.62%
Gross Margin 15.82%
ROE 13.71%
ROA 6.27%

Growth

Revenue and earnings growth rates

Revenue Growth +44.1%
Earnings Growth N/A
Q/Q Revenue Growth +44.14%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.9
High debt
Current Ratio
1.59
Good
Quick Ratio
1.18
Good
Cash/Share
$1.84

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.8B
Gross Margin
15.0%
Op. Margin
7.4%
Net Margin
2.1%
Total Assets
$3.4B
Liabilities
$2.4B
Equity
$1.0B
Debt/Equity
2.47x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
57%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-08
$N/A
2026-02-05
$0.47
+53.4% surprise
2025-11-20
$1.06
-1.6% surprise
2025-08-07
$0.79
-9.7% surprise

Industrials Sector Comparison

Comparing ROAD against 317 companies in the Industrials sector (22 bullish, 106 neutral, 189 bearish)
P/E Ratio
56.85
This Stock
vs
78.37
Sector Avg
-27.5% (Discount)
Return on Equity (ROE)
13.71%
This Stock
vs
-22.02%
Sector Avg
-162.3% (Below Avg)
Profit Margin
3.99%
This Stock
vs
8.66%
Sector Avg
-54.0% (Weaker)
Debt to Equity
1.9
This Stock
vs
2.99
Sector Avg
-36.5% (Less Debt)
Revenue Growth
44.1%
This Stock
vs
99.96%
Sector Avg
-55.9% (Slower)
Current Ratio
1.59
This Stock
vs
3.33
Sector Avg
-52.2% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

BAUGNON ROBERT G.
Officer
Stock Award
2026-04-02
55 shares · $5,075
MCKAY MICHAEL H
Director
Gift
2025-12-16
1,000 shares
BROOKS JUDSON RYAN
General Counsel
Gift
2025-12-12
2,000 shares
SMITH FRED JULIUS III
Chief Executive Officer
Gift
2025-11-25
30,000 shares
SMITH FRED JULIUS III
Chief Executive Officer
Stock Award
2025-11-25
30,000 shares
SMITH FRED JULIUS III
Chief Executive Officer
Stock Award
2025-11-04
19,721 shares
BROOKS JUDSON RYAN
Officer
Stock Award
2025-11-04
5,229 shares
HOFFMAN GREGORY A
Officer
Stock Award
2025-11-04
6,601 shares
FLEMING NED N IV
Beneficial Owner of more than 10% of a Class of Security
Stock Award
2025-11-04
4,565 shares
BAUGNON ROBERT G.
Officer
Stock Award
2025-11-04
4,565 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-01
8-K
8-K
2026-03-27
8-K
8-K
2026-03-02
10-Q
10-Q
2026-02-09

ROAD filed its 10-Q on February 9, 2026. Due to the limited content provided, specific financial highlights are unavailable, although the filing includes a section on risk factors under Item 1A.

8-K
8-K
2026-02-05

ROAD filed an 8-K on February 5, 2026, likely to announce its fourth quarter and full-year financial results.

8-K
8-K
2026-02-02

ROAD filed an 8-K on February 2, 2026, likely to announce its financial results for the preceding fiscal period.

DEF 14A
DEF 14A
2026-01-27

ROAD filed a definitive proxy statement (DEF 14A) on January 27, 2026, providing shareholders with necessary information and materials for an upcoming vote.

10-K
10-K
2025-11-25

ROAD is a civil infrastructure company specializing in the construction and maintenance of transportation networks across the Sunbelt region. The company's operations are primarily dependent on public and private infrastructure demand, leaving it exposed to risks from economic slowdowns and fluctuations in government spending levels.

8-K
8-K
2025-11-20
8-K
8-K
2025-11-10

ROAD filed an 8-K on November 10, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-10-22
8-K
8-K
2025-10-20
8-K
8-K
2025-10-06
8-K
8-K
2025-08-07
10-Q
10-Q
2025-08-07
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
6 analysts
B. Riley Securities
2026-04-02
up
Neutral Buy
DA Davidson
2026-02-06
Maintains
Neutral Neutral
B. Riley Securities
2026-01-16
init
Neutral
DA Davidson
2025-11-21
Maintains
Neutral Neutral
Baird
2025-11-21
Maintains
Outperform Outperform
B of A Securities
2025-11-21
Maintains
Buy Buy
DA Davidson
2025-10-23
Maintains
Neutral Neutral
Raymond James
2025-10-21
reit
Strong Buy Strong Buy

Past News Coverage

Recent headlines mentioning ROAD from our newsroom.

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