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EME vs MTZ
Which Stock Would AI Choose? EMCOR Group (EME) vs. MasTec (MTZ) Stock Comparison
Key Takeaways
- Both EME and MTZ reported record Q1 2026 revenues, with MTZ up 34% year-over-year to $3.83 billion and EME up 19.7% to $4.63 billion.
- MTZ showed stronger YTD relative performance at +101% versus EME's +53%, driven by robust backlog growth in clean energy and infrastructure.
- Backlogs hit records: MTZ at $20.3 billion (up 28% YoY) and EME remaining performance obligations (RPOs) at $15.62 billion (up 33% YoY), signaling sustained demand.
- Both raised full-year 2026 guidance, with MTZ targeting $17.5 billion revenue and EME $18.5–$19.25 billion, amid infrastructure and data center tailwinds.
- EME offers higher margins and stability (beta 1.17), while MTZ (beta 1.82) provides higher growth potential but elevated volatility.
Introduction
EMCOR Group (EME) and MasTec (MTZ) are leading infrastructure construction firms benefiting from surging demand in electrical, mechanical, clean energy, and data center projects. This stock comparison analyzes their recent performance, backlogs, and market positioning amid broader infrastructure spending and AI-driven growth. Traders seeking momentum in high-growth sectors and investors eyeing stable industrials will find value in evaluating their relative strengths, as both have delivered outsized returns driven by record results and raised guidance in recent market activity.
EME Overview and Recent Performance
EMCOR Group, Inc. (EME) is a specialty contractor providing electrical and mechanical construction, along with facilities and industrial services, primarily in the U.S. and U.K. In recent weeks, EME shares have shown resilience, trading around $933 with a year-to-date gain exceeding 50%, outpacing the S&P 500. The company reported record Q1 2026 revenue of $4.63 billion, up 19.7% year-over-year, and diluted EPS of $6.84, up 30%, beating estimates. Remaining performance obligations reached $15.62 billion, up 33% year-over-year, fueled by data centers, high-tech manufacturing, and EV infrastructure. Management raised full-year guidance to $18.5–$19.25 billion in revenue and $28.25–$29.75 EPS, reflecting strong sentiment from broad-based demand and margin expansion to 10.3% in Q4 prior. Addition to the S&P 500 has further boosted visibility and liquidity.
MTZ Overview and Recent Performance
MasTec, Inc. (MTZ) is an infrastructure engineering and construction firm focused on communications, clean energy, power delivery, pipelines, and utilities across North America. Recent market activity has propelled MTZ shares to around $438, with YTD returns over 100% and 1-year gains near 205%, significantly outperforming benchmarks. Q1 2026 marked a record $3.83 billion in revenue, up 34% year-over-year, with adjusted EPS of $1.39 beating consensus by 40%. The 18-month backlog hit $20.3 billion, up 28% YoY and led by 65% growth in clean energy and infrastructure. Full-year guidance was lifted to $17.5 billion revenue and $8.79 adjusted EPS, supported by renewables, data centers, and grid modernization. Strong execution across non-pipeline segments has enhanced investor confidence despite higher beta exposure.
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Head-to-Head Comparison
Both EME and MTZ operate in infrastructure construction but differ in focus: EME emphasizes electrical/mechanical services for buildings and facilities, while MTZ spans broader utilities, pipelines, and clean energy. Growth drivers include shared tailwinds from data centers and grid upgrades, but MTZ’s 65% clean energy backlog surge outpaces EME’s balanced RPO growth. Recent momentum favors MTZ with 101% YTD vs. EME’s 53%, though EME leads in margins (7.5% net) and ROE (35%). Risk profiles diverge: MTZ’s higher beta (1.82) amplifies volatility amid pipeline exposure, versus EME’s stability (beta 1.17). Sector overlap in industrials supports positive sentiment, but MTZ trades at a premium on growth expectations.
Tickeron AI Verdict
Tickeron’s AI currently favors MTZ for its superior recent momentum, record backlog expansion in high-growth clean energy and infrastructure, and raised guidance signaling stronger catalysts ahead. While EME excels in stability and margins, MTZ’s relative positioning and trend consistency suggest higher probabilistic upside in the current infrastructure boom, though with elevated volatility.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EME is a StrongBuy and MTZ is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
EME’s FA Score shows that 3 FA rating(s) are green whileMTZ’s FA Score has 1 green FA rating(s).
- EME’s FA Score: 3 green, 2 red.
- MTZ’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
EME’s TA Score shows that 4 TA indicator(s) are bullish while MTZ’s TA Score has 4 bullish TA indicator(s).
- EME’s TA Score: 4 bullish, 6 bearish.
- MTZ’s TA Score: 4 bullish, 6 bearish.
Price Growth
EME (@Engineering & Construction) experienced а +0.69% price change this week, while MTZ (@Engineering & Construction) price change was -0.25% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was +1.83%. For the same industry, the average monthly price growth was +0.46%, and the average quarterly price growth was +17.72%.
Reported Earning Dates
EME is expected to report earnings on Jul 23, 2026.
MTZ is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Engineering & Construction (+1.83% weekly)Engineering & Construction includes companies that engage in non-residential construction and contract services, including ventilation, heating and air conditioning (HVAC) services. The level/value of construction & engineering activity is one of the potentially relevant indicators of the health of businesses, and hence of the overall economy. Some of the large-cap U.S. companies in this industry include Jacobs Engineering Group Inc,, AECOM and Quanta Services, Inc.
| EME | MTZ | EME / MTZ | |
| Capitalization | 36.6B | 28.7B | 128% |
| EBITDA | 2.02B | 1.22B | 166% |
| Gain YTD | 34.679 | 66.983 | 52% |
| P/E Ratio | 27.65 | 63.57 | 43% |
| Revenue | 17.7B | 15.3B | 116% |
| Total Cash | 916M | 274M | 334% |
| Total Debt | 510M | 3.02B | 17% |
EME | MTZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 63 | 56 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 59 Fair valued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 7 | 18 | |
SMR RATING 1..100 | 24 | 59 | |
PRICE GROWTH RATING 1..100 | 44 | 39 | |
P/E GROWTH RATING 1..100 | 27 | 47 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
EME's Valuation (59) in the Engineering And Construction industry is in the same range as MTZ (84). This means that EME’s stock grew similarly to MTZ’s over the last 12 months.
EME's Profit vs Risk Rating (7) in the Engineering And Construction industry is in the same range as MTZ (18). This means that EME’s stock grew similarly to MTZ’s over the last 12 months.
EME's SMR Rating (24) in the Engineering And Construction industry is somewhat better than the same rating for MTZ (59). This means that EME’s stock grew somewhat faster than MTZ’s over the last 12 months.
MTZ's Price Growth Rating (39) in the Engineering And Construction industry is in the same range as EME (44). This means that MTZ’s stock grew similarly to EME’s over the last 12 months.
EME's P/E Growth Rating (27) in the Engineering And Construction industry is in the same range as MTZ (47). This means that EME’s stock grew similarly to MTZ’s over the last 12 months.
| EME | MTZ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 69% | 2 days ago 65% |
| Stochastic ODDS (%) | 2 days ago 69% | 2 days ago 75% |
| Momentum ODDS (%) | 2 days ago 51% | 2 days ago 63% |
| MACD ODDS (%) | 2 days ago 51% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 71% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 64% | 2 days ago 72% |
| Advances ODDS (%) | 2 days ago 72% | 2 days ago 78% |
| Declines ODDS (%) | 16 days ago 46% | 4 days ago 75% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 89% |
| Aroon ODDS (%) | 2 days ago 65% | 2 days ago 62% |
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EME and
Correlation & Price change
A.I.dvisor indicates that over the last year, EME has been closely correlated with FIX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if EME jumps, then FIX could also see price increases.
| Ticker / NAME | Correlation To EME | 1D Price Change % | ||
|---|---|---|---|---|
| EME | 100% | +1.42% | ||
| FIX - EME | 79% Closely correlated | +1.85% | ||
| MYRG - EME | 68% Closely correlated | +4.86% | ||
| IESC - EME | 68% Closely correlated | +2.53% | ||
| PWR - EME | 67% Closely correlated | +3.58% | ||
| MTZ - EME | 65% Loosely correlated | +1.25% | ||
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