Added to YB: 2025-06-10
Pitch date: 2025-06-07
PWR [neutral]
Quanta Services, Inc.
+21.05%
current return
Author Info
No bio for this author
Company Info
Quanta Services, Inc. offers infrastructure solutions for the electric and gas utility, renewable energy, communications, pipeline, and energy industries in the United States, Canada, Australia, and internationally.
Market Cap
$66.0B
Pitch Price
$361.92
Price Target
N/A
Dividend
0.10%
EV/EBITDA
18.09
P/E
65.61
EV/Sales
2.63
Sector
Construction and Engineering
Category
growth
JRo's Notes: Quanta Q1:2025 Earnings
PWR (earnings update): Q1 revenue +24%, EPS +26%, backlog $35.3B. Duke Austin transformed from contractor to turnkey grid solutions provider, expanding TAM & moat. 33x P/E justified by 10yr 20% EPS CAGR & 13.5% ROE (vs 8% pre-2018). Positioned for multidecade grid build with competitive edge in labor & transformer bottlenecks.