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Added to YB: 2025-01-29

Pitch date: 2025-01-28

STRL [bearish]

Sterling Infrastructure, Inc.

-122.34%

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

$9.9B

Pitch Price

$141.74

Price Target

N/A

Dividend

N/A

EV/EBITDA

20.84

P/E

31.67

EV/Sales

4.49

Sector

Construction and Engineering

Category

value

Show full summary:
Sterling Infrastructure - STRL

STRL short: Construction co. bought data center builders for $695M, boosting EBIT margins 10-15%. E-Infra segment driving $3B+ TEV increase with 25% incremental margins for land leveling. Overearning at 20%+ margins vs. MTZ's 8% EBITDA. 21x P/E, 6x book vs. 1-2x historical. Insider selling. Overvalued.

Read full article (1 min)