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EME

NEUTRAL
$869.9 Live
EMCOR Group, Inc. · NYSE
Target $887.0 (+2.0%)
$374.64 52W Range $881.96

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 26, 2026
Market cap
$38.74B
P/E
30.87
ROE
38.5%
Profit margin
7.5%
Debt/Equity
0.13
Dividend yield
0.15%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
EMCOR Group (EME) presents a stable financial health profile with a Piotroski F-Score of 4/9 and an exceptionally low debt-to-equity ratio of 0.13. While the company demonstrates explosive earnings growth (53% YoY) and a stellar track record of EPS beats over 25 quarters, it trades at a massive premium to its Graham Number ($228.74) and is currently priced slightly above its growth-based intrinsic value ($831.31). The combination of bearish insider sentiment and a high Price-to-Book ratio (10.54) suggests that the stock is fully valued, leaving limited margin of safety for new investors.

Key Strengths

Exceptional Return on Equity (ROE) of 38.49%
Very low leverage with a Debt/Equity ratio of 0.13
Strong earnings momentum with 53% YoY growth
Consistent history of beating quarterly earnings estimates
Robust revenue growth of 19.7% YoY

Key Risks

Significant overvaluation relative to book value (P/B 10.54)
Bearish insider activity with $29.63M in net sales
Price is currently trading above the calculated intrinsic value ($831.31)
Low dividend yield (0.15%) provides little downside protection
Technical trend score (10/100) indicates potential momentum exhaustion
AI Fair Value Estimate
Based on comprehensive analysis
$831.31
-4.4% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
61
Strong
Value
35
Future
92
Past
95
Health
65
Dividend
20
AI Verdict
Strong operational performer trading at a premium valuation.
Key drivers: Earnings growth, Balance sheet strength, Valuation stretch, Insider selling
Confidence
90%
Value
35/100

Ref P/E 30.87, PEG 1.08, Graham Number $228.74

Positives
  • PEG ratio of 1.08 suggests growth justifies some premium
Watchpoints
  • Price is 3.8x the Graham Number
  • P/B ratio of 10.54 is extremely high
Future
92/100

Ref Growth rates and EPS track record

Positives
  • 53% YoY Earnings growth
  • Consistent quarterly surprises (avg 8.56% last 4 quarters)
Watchpoints
  • High expectations are already baked into the current price
Past
95/100

Ref Historical price and earnings trends

Positives
  • 5-year price change of +632.5%
  • Long-term consistent EPS progression
Watchpoints
No urgent risks highlighted.
Health
65/100

Ref Piotroski F-Score 4/9, Debt/Equity 0.13

Positives
  • Very low Debt/Equity (0.13)
  • Healthy Current Ratio (1.22)
Watchpoints
  • Piotroski F-Score of 4/9 indicates only stable, not strong, health trends
Dividend
20/100

Ref Yield 0.15%, Payout 3.55%

Positives
  • Very low payout ratio (3.55%) indicates room for growth
Watchpoints
  • Negligible yield of 0.15%

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$869.9
Analyst Target
$887.0
Upside/Downside
+2.0%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-24
EME
EMCOR Group, Inc.
Primary
5Y
+632.5%
3Y
+447.9%
1Y
+117.5%
6M
+16.4%
1M
+13.8%
1W
+7.9%
SYM
Symbotic Inc.
Peer
5Y
+532.9%
3Y
+113.1%
1Y
+232.0%
6M
-7.6%
1M
+29.9%
1W
+19.3%
CPR
Copart, Inc.
Peer
5Y
+41.6%
3Y
+32.4%
1Y
-28.4%
6M
-35.6%
1M
-7.8%
1W
+1.4%
TRI
Thomson Reuters Corporation
Peer
5Y
+11.1%
3Y
-25.2%
1Y
-46.3%
6M
-40.3%
1M
+1.6%
1W
+8.6%
ESL
Elbit Systems Ltd.
Peer
5Y
+565.6%
3Y
+432.3%
1Y
+148.9%
6M
+76.5%
1M
+2.0%
1W
+2.7%

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
30.87
Forward P/E
27.73
PEG Ratio
1.08
P/B Ratio
10.54
P/S Ratio
2.28
EV/Revenue
2.24
EV/EBITDA
21.59
Market Cap
$38.74B

Profitability

Profit margins and return metrics

Profit Margin 7.49%
Operating Margin 9.5%
Gross Margin 19.33%
ROE 38.49%
ROA 11.6%

Growth

Revenue and earnings growth rates

Revenue Growth +19.7%
Earnings Growth +53.0%
Q/Q Revenue Growth +19.71%
Q/Q Earnings Growth +48.8%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.13
Low debt
Current Ratio
1.22
Good
Quick Ratio
1.17
Good
Cash/Share
$24.97

Financial Statement Flow

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

Revenue
$4.5B
Gross Margin
19.7%
Op. Margin
9.5%
Net Margin
9.6%
Total Assets
$9.3B
Liabilities
$5.6B
Equity
$3.7B
Debt/Equity
1.53x
Operating CF
$0.5B
CapEx
$-0.0B
Free Cash Flow
$0.5B
FCF Yield
94%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-29
$N/A
2026-02-26
$7.19
+7.6% surprise
2025-10-30
$6.57
+0.7% surprise
2025-07-31
$6.72
+17.4% surprise

Industrials Sector Comparison

Comparing EME against 420 companies in the Industrials sector (34 bullish, 148 neutral, 238 bearish)
P/E Ratio
30.87
This Stock
vs
79.67
Sector Avg
-61.3% (Discount)
Return on Equity (ROE)
38.49%
This Stock
vs
-22.38%
Sector Avg
-272.0% (Below Avg)
Profit Margin
7.49%
This Stock
vs
6.48%
Sector Avg
+15.7% (Superior)
Debt to Equity
0.13
This Stock
vs
2.74
Sector Avg
-95.3% (Less Debt)
Revenue Growth
19.7%
This Stock
vs
78.25%
Sector Avg
-74.8% (Slower)
Current Ratio
1.22
This Stock
vs
3.17
Sector Avg
-61.5% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MAURICIO MAXINE LUM
General Counsel
Gift
2026-03-17
1,377 shares
GUZZI ANTHONY J
President
Sell
2026-03-05
36,000 shares · $26,261,280
MAURICIO MAXINE LUM
General Counsel
Sell
2026-03-02
3,357 shares · $2,467,395
ALTMEYER JOHN W
Director
Stock Award
2026-01-30
4 shares
REID WILLIAM P
Director
Stock Award
2026-01-30
1 shares
LOWE CAROL P
Director
Stock Award
2026-01-30
1 shares
MAURICIO MAXINE LUM
General Counsel
Stock Award
2026-01-30
6 shares
NALBANDIAN JASON R.
Chief Financial Officer
Stock Award
2026-01-30
4 shares
GUZZI ANTHONY J
Chief Executive Officer
Stock Award
2026-01-30
25 shares
MAURICIO MAXINE LUM
General Counsel
Stock Award
2026-01-02
1,507 shares
NALBANDIAN JASON R.
Chief Financial Officer
Stock Award
2026-01-02
1,507 shares
LIND ROBERT PETER
Officer
Stock Award
2026-01-02
327 shares
GUZZI ANTHONY J
Chief Executive Officer
Stock Award
2026-01-02
7,261 shares
LIND ROBERT PETER
Officer
Sell
2025-12-23
$200
WALKER-LEE ROBIN A
Director
Sell
2025-11-03
1,325 shares · $897,316
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-21

EME filed a definitive proxy statement on April 21, 2026, providing shareholders with necessary information to vote on matters at the company's annual meeting.

8-K
FORM 8-K
2026-02-26

EME filed an 8-K on February 26, 2026, likely to announce its annual financial results for the fiscal year ended December 31, 2025.

10-K
FORM 10-K
2026-02-26

EME filed its annual 10-K on February 26, 2026, which includes sections on business operations, risk factors, and management's discussion and analysis of financial condition. Specific financial highlights and detailed risk factors were not provided in the available excerpts.

8-K
FORM 8-K
2025-10-30

EME filed an 8-K on October 30, 2025, likely to announce its third-quarter financial results.

10-Q
FORM 10-Q
2025-10-30

EME reported record third-quarter revenues of $4.30 billion, a 16.4% increase year-over-year, driven by strong demand across most market sectors. Net income rose to $295.4 million with diluted EPS increasing to $6.57, though gross and operating margins experienced slight contractions to 19.4% and 9.4%, respectively.

8-K
FORM 8-K
2025-10-29

EME filed an 8-K on October 29, 2025, likely to announce its third-quarter financial results.

8-K
FORM 8-K
2025-07-31

EME filed an 8-K on July 31, 2025, likely to announce its second-quarter financial results.

10-Q
FORM 10-Q
2025-07-31

EME reported record quarterly revenues of $4.30 billion for the period ended June 30, 2025, representing a 17.4% increase year-over-year. Net income rose to $302.2 million with diluted EPS increasing to $6.72, supported by strong demand across most market sectors and expanded operating margins. No specific risk factors were detailed in the provided excerpt.

8-K
FORM 8-K - ANNUAL MEETING 06-05-25
2025-06-05

EME reported the results of its annual meeting held on June 5, 2025.

8-K
FORM 8-K
2025-04-30

EME filed an 8-K on April 30, 2025, likely to announce its first-quarter financial results.

10-Q
FORM 10-Q
2025-04-30
DEF 14A
DEF 14A
2025-04-23
8-K
FORM 8-K
2025-02-26
10-K
FORM 10-K
2025-02-26
8-K
FORM 8-K - MILLER
2025-02-03
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
6 analysts
Cantor Fitzgerald
2026-03-10
init
Overweight
UBS
2026-03-06
Maintains
Buy Buy
Stifel
2026-03-03
Maintains
Buy Buy
DA Davidson
2026-02-27
Maintains
Buy Buy
Baird
2026-02-27
Maintains
Outperform Outperform
Stifel
2026-01-26
Maintains
Buy Buy
DA Davidson
2025-10-31
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning EME from our newsroom.

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