Added to YB: 2025-06-05
Pitch date: 2025-04-16
EME [bearish]
EMCOR Group, Inc.
-63.47%
current return
Author Info
No bio for this author
Company Info
EMCOR Group, Inc. provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom.
Market Cap
$21.0B
Pitch Price
$381.77
Price Target
229.40 (-63%)
Dividend
0.21%
EV/EBITDA
10.68
P/E
20.74
EV/Sales
1.41
Sector
Construction and Engineering
Category
N/A
EMCOR Group, Inc. - $EME
EME short: Ripe for 40% downside in 18-24mo as market extrapolates overearning. Nonresi construction cooling (Mfg starts -33% YoY), near-term backlog slowing (+7% Q4 vs +27% Q1). Unsustainable 9.8% EBITA margins (vs 5.6% 2019) as competition intensifies. Data center growth may stall as hyperscalers shift capex from buildings to compute.
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