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EME vs STRL
Which Stock Would AI Choose? EMCOR Group (EME) vs. Sterling Infrastructure (STRL) Stock Comparison
Key Takeaways
- Both EME and STRL operate in the construction and engineering sector, benefiting from data center and infrastructure demand, with recent quarterly revenues showing strong growth: EME at 19.7% YoY to $4.63B and STRL at 92% YoY to $825.7M.
- EME boasts a larger market cap around $41B and TTM revenue of $17.75B, with record remaining performance obligations (RPO, or backlog) of $15.62B, signaling multi-year visibility.
- STRL, with a market cap near $25B and TTM revenue of $2.49B, exhibits explosive momentum, delivering YTD returns over 163% versus EME's 53%, fueled by e-infrastructure and acquisitions.
- Recent earnings beats and raised 2026 guidance highlight sector tailwinds, but STRL's higher beta (1.64 vs. EME's 1.17) implies greater volatility and risk.
- Both stocks trade at premium valuations (EME P/E ~30, STRL ~56), reflecting growth expectations amid AI-driven data center builds.
Introduction
In the burgeoning infrastructure and construction sector, EME (EMCOR Group) and STRL (Sterling Infrastructure) stand out for their exposure to high-demand areas like data centers, energy infrastructure, and commercial projects. This stock comparison analyzes their business models, recent performance, and market positioning, aiding traders seeking momentum plays and investors eyeing long-term growth in AI-fueled construction. With both delivering strong quarterly results amid broader sector tailwinds, understanding their relative strengths in revenue growth, backlog visibility, and volatility helps inform decisions on relative performance and portfolio allocation.
EME Overview and Recent Performance
EME, or EMCOR Group, Inc., is a leading specialty contractor providing electrical and mechanical construction, facilities services, and industrial solutions across commercial, industrial, healthcare, and utility sectors. In recent market activity, the stock has advanced toward its 52-week high, posting YTD gains around 53% and one-year returns exceeding 114%, outpacing the S&P 500. Sentiment has strengthened following record Q1 2026 results, with revenues up 19.7% YoY to $4.63 billion and diluted EPS rising 30% to $6.84, beating estimates. Remaining performance obligations hit a record $15.62 billion, up 32.9% YoY, driven by network and communications projects including data centers. Raised full-year guidance to $18.50-$19.25 billion in revenue underscores robust demand and operational efficiency, supporting steady upward price momentum despite sector cyclicality.
STRL Overview and Recent Performance
STRL, or Sterling Infrastructure, Inc., specializes in e-infrastructure solutions, transportation, and building projects, primarily in the U.S. South, Northeast, and Rocky Mountains. Recent weeks have seen explosive price action, with the stock surging to new highs on YTD returns over 163% and one-year gains near 384%, far exceeding benchmarks. This momentum accelerated post-Q1 2026 earnings, revealing record revenues of $825.7 million (up 92% YoY, aided by the CEC acquisition) and adjusted EPS of $3.59 (up 120%). Backlog expanded significantly, with visibility approaching $6.5 billion including unsigned awards. Guidance uplift to $3.7-$3.8 billion revenue and $18.40-$19.05 adjusted EPS reflects e-infrastructure strength from data centers. While volatility remains elevated, these catalysts have propelled consistent outperformance.
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Head-to-Head Comparison
EME and STRL share sector exposure to construction and engineering but diverge in scale and focus. EME's diversified model spans electrical/mechanical services with broader U.S./U.K. reach, yielding stable growth (TTM revenue $17.75B vs. STRL's $2.49B) and massive RPO ($15.62B), ideal for risk-averse investors seeking consistency. STRL emphasizes high-margin e-infrastructure and site development, capturing outsized data center momentum via acquisitions, driving faster revenue expansion but with higher cyclicality (beta 1.64 vs. 1.17). Recent momentum favors STRL's 163% YTD surge over EME's 53%, yet EME offers lower valuation (P/E ~30 vs. ~56) and superior stability. Risk factors include labor shortages and material costs for both, but STRL's smaller base amplifies growth potential amid trade-offs in volatility versus EME's entrenched positioning.
Tickeron AI Verdict
Tickeron’s AI currently favors STRL for its superior trend consistency, explosive backlog growth nearing $6.5B visibility, and catalysts from e-infrastructure demand, positioning it ahead in relative momentum. While EME excels in scale and stability with unmatched RPO, STRL's probabilistic edge in near-term upside reflects hotter sector rotation toward high-growth plays, 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 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 Buy and STRL 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 whileSTRL’s FA Score has 3 green FA rating(s).
- EME’s FA Score: 3 green, 2 red.
- STRL’s FA Score: 3 green, 2 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 3 TA indicator(s) are bullish while STRL’s TA Score has 6 bullish TA indicator(s).
- EME’s TA Score: 3 bullish, 4 bearish.
- STRL’s TA Score: 6 bullish, 4 bearish.
Price Growth
EME (@Engineering & Construction) experienced а +2.33% price change this week, while STRL (@Engineering & Construction) price change was +63.97% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -1.45%. For the same industry, the average monthly price growth was +8.47%, and the average quarterly price growth was +26.75%.
Reported Earning Dates
EME is expected to report earnings on Jul 23, 2026.
STRL is expected to report earnings on Aug 10, 2026.
Industries' Descriptions
@Engineering & Construction (-1.45% 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 | STRL | EME / STRL | |
| Capitalization | 41.4B | 26.6B | 156% |
| EBITDA | 2.02B | 590M | 342% |
| Gain YTD | 52.425 | 183.506 | 29% |
| P/E Ratio | 31.29 | 77.59 | 40% |
| Revenue | 17.7B | 2.89B | 614% |
| Total Cash | 916M | 512M | 179% |
| Total Debt | 510M | 342M | 149% |
EME | STRL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 25 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 76 Overvalued | 93 Overvalued | |
PROFIT vs RISK RATING 1..100 | 6 | 2 | |
SMR RATING 1..100 | 23 | 27 | |
PRICE GROWTH RATING 1..100 | 39 | 34 | |
P/E GROWTH RATING 1..100 | 16 | 4 | |
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 (76) in the Engineering And Construction industry is in the same range as STRL (93). This means that EME’s stock grew similarly to STRL’s over the last 12 months.
STRL's Profit vs Risk Rating (2) in the Engineering And Construction industry is in the same range as EME (6). This means that STRL’s stock grew similarly to EME’s over the last 12 months.
EME's SMR Rating (23) in the Engineering And Construction industry is in the same range as STRL (27). This means that EME’s stock grew similarly to STRL’s over the last 12 months.
STRL's Price Growth Rating (34) in the Engineering And Construction industry is in the same range as EME (39). This means that STRL’s stock grew similarly to EME’s over the last 12 months.
STRL's P/E Growth Rating (4) in the Engineering And Construction industry is in the same range as EME (16). This means that STRL’s stock grew similarly to EME’s over the last 12 months.
| EME | STRL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 58% | 2 days ago 64% |
| Stochastic ODDS (%) | 7 days ago 55% | 2 days ago 70% |
| Momentum ODDS (%) | N/A | 2 days ago 80% |
| MACD ODDS (%) | N/A | 2 days ago 78% |
| TrendWeek ODDS (%) | 2 days ago 70% | 2 days ago 80% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 79% |
| Advances ODDS (%) | 7 days ago 70% | 2 days ago 82% |
| Declines ODDS (%) | 5 days ago 46% | 14 days ago 70% |
| BollingerBands ODDS (%) | 5 days ago 57% | 2 days ago 69% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 80% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JULT | 47.05 | N/A | N/A |
| AllianzIM US Equity Buffer10 Jul ETF | |||
| GMUB | 51.26 | -0.01 | -0.02% |
| Goldman Sachs Municipal Income ETF | |||
| SDHY | 16.03 | -0.05 | -0.31% |
| PGIM Short Duration High Yield Opportunities Fund | |||
| RSBA | 20.80 | -0.07 | -0.34% |
| Return Stacked Bonds & Mrg Arbtrg ETF | |||
| IYF | 122.14 | -0.48 | -0.39% |
| iShares US Financials ETF | |||
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% | +1.07% | ||
| FIX - EME | 79% Closely correlated | +4.13% | ||
| STRL - EME | 72% Closely correlated | +2.77% | ||
| MTZ - EME | 70% Closely correlated | +1.71% | ||
| MYRG - EME | 69% Closely correlated | +4.70% | ||
| IESC - EME | 68% Closely correlated | +3.02% | ||
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STRL and
Correlation & Price change
A.I.dvisor indicates that over the last year, STRL has been closely correlated with FIX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if STRL jumps, then FIX could also see price increases.
| Ticker / NAME | Correlation To STRL | 1D Price Change % | ||
|---|---|---|---|---|
| STRL | 100% | +2.77% | ||
| FIX - STRL | 78% Closely correlated | +4.13% | ||
| PWR - STRL | 76% Closely correlated | +4.88% | ||
| IESC - STRL | 73% Closely correlated | +3.02% | ||
| MTZ - STRL | 63% Loosely correlated | +1.71% | ||
| ECG - STRL | 62% Loosely correlated | +0.37% | ||
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