Added to YB: 2025-06-05
Pitch date: 2025-04-16
STRL [bearish]
Sterling Infrastructure, Inc.
-125.09%
current return
Author Info
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Company Info
Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States.
Market Cap
$9.9B
Pitch Price
$140.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
20.84
P/E
31.67
EV/Sales
4.49
Sector
Construction and Engineering
Category
growth
Sterling Infrastructure, Inc. - $STRL
STRL short: Despite 325% surge since YE2022, E-Infrastructure (49% of 2024 rev) driven by data centers (60% of backlog) faces growth deceleration & likely margin compression. Backlog grew just 1.2% YoY in Q4, sequential decline for 2nd quarter. Consensus expects unrealistic +300bps EBIT margin expansion through 2026 despite industry normalization.
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