Added to YB: 2026-08-05
Pitch date: 2026-05-28
STRL [bearish]
Sterling Infrastructure, Inc.
+36.19%
current return
Author Info
No bio for this author
Company Info
Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States.
Market Cap
$18.8B
Pitch Price
$850.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.88
P/E
44.08
EV/Sales
5.43
Sector
Construction and Engineering
Category
value
Sterling Infrastructure, Inc. - $STRL
STRL (short): Pair trade short STRL/long EME-FIX on data center construction. STRL 80% sitework (low barriers, new entrants Michels/Ames/CDRL compressing margins), trades 30x EBITDA. MEP contractors (EME/FIX) have supply constraints, modular upside, margins flow slower. STRL 72% DC rev = key risk if capex accelerates. Catalyst: earnings vs expectations.
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