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MTZ vs STRL
Which Stock Would AI Choose? MasTec, Inc. (MTZ) vs. Sterling Infrastructure, Inc. (STRL) Stock Comparison
Key Takeaways
- Both MTZ and STRL delivered exceptional recent performance, with YTD gains of over 100% amid booming infrastructure demand.
- STRL leads in relative momentum, posting 163% YTD returns compared to MTZ's 101%, fueled by e-infrastructure and data center growth.
- Recent quarterly results showed record revenues for both: MTZ up 34% to $3.83B with raised 2026 guidance, and STRL revenue of $826M beating estimates significantly.
- MTZ benefits from a massive $20.3B backlog across communications and clean energy, signaling sustained revenue visibility.
- Both stocks exhibit high volatility but strong analyst support, with price targets raised post-earnings, highlighting sector tailwinds like AI infrastructure and renewables.
- Infrastructure peers like these offer growth exposure but carry execution risks tied to project backlogs and labor availability.
Introduction
In the surging infrastructure sector, MasTec, Inc. (MTZ) and Sterling Infrastructure, Inc. (STRL) stand out as key players benefiting from heightened demand for energy, communications, and data center builds. This stock comparison analyzes their business models, recent market activity, and relative performance, aiding traders seeking momentum plays and investors eyeing long-term sector growth. With public spending and private tech investments driving the space, professionals tracking industrials and growth-oriented portfolios will find insights into positioning amid evolving market dynamics.
MTZ Overview and Recent Performance
MasTec, Inc. (MTZ), a leading infrastructure engineering and construction firm, specializes in communications, clean energy, power delivery, pipelines, and heavy civil projects across North America. In recent market activity, MTZ shares have surged over 100% YTD, reflecting robust demand for renewable energy and broadband upgrades. Key influences include record Q1 results with revenue up 34% year-over-year to $3.83 billion, adjusted EBITDA rising 73%, and a backlog expanding to $20.3 billion—driven by communications and clean energy segments. The company raised its full-year 2026 revenue guidance to $17.5 billion and adjusted EPS to $8.79, boosting sentiment as analysts lifted price targets. This performance underscores MTZ's positioning in high-growth areas like fiber optics and power grid enhancements, though execution on large projects remains a watchpoint.
STRL Overview and Recent Performance
Sterling Infrastructure, Inc. (STRL) delivers e-infrastructure, transportation, and building solutions, with a focus on data centers, manufacturing sites, highways, and residential developments primarily in the U.S. Recent weeks have seen STRL shares explode higher, achieving 163% YTD gains amid AI-driven data center demand. Q1 results were standout, with revenue of $825.7 million and non-GAAP EPS of $3.59 far exceeding estimates, propelled by e-infrastructure growth. The company guided FY2026 adjusted EPS above consensus at $18.40-$19.05, reflecting major project wins and sector momentum. Positive analyst reactions, including new Buy ratings, have supported the rally, though the stock's rapid ascent introduces volatility risks tied to project timelines and supply chain factors.
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Head-to-Head Comparison
MTZ and STRL both thrive in infrastructure but diverge in focus: MTZ's diversified segments emphasize communications (wireless/fiber) and clean energy (renewables, power delivery), while STRL leans into e-infrastructure (data centers, manufacturing) alongside transportation and building. Growth drivers contrast with STRL's explosive AI/data center tailwinds versus MTZ's steady broadband/renewables backlog. Recent momentum favors STRL (383% 1-year return vs. MTZ's 205%), but MTZ offers scale with $15B+ revenue base and lower relative volatility (beta 1.82). Risk factors include project delays and labor shortages for both, with STRL more sensitive to tech capex cycles. Market sentiment is bullish across analysts, though STRL's smaller cap ($25B vs. $34B) amplifies upside trade-offs.
Tickeron AI Verdict
Tickeron’s AI currently favors STRL for its superior trend consistency in recent market activity, explosive EPS growth, and alignment with high-momentum e-infrastructure catalysts like data centers. While MTZ shows strong stability via its vast backlog and raised guidance, STRL's relative positioning offers higher probabilistic upside in the near term, per observable momentum and sector rotation patterns.
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 MTZ is a StrongBuy 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).
MTZ’s FA Score shows that 1 FA rating(s) are green whileSTRL’s FA Score has 3 green FA rating(s).
- MTZ’s FA Score: 1 green, 4 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.
MTZ’s TA Score shows that 4 TA indicator(s) are bullish while STRL’s TA Score has 3 bullish TA indicator(s).
- MTZ’s TA Score: 4 bullish, 6 bearish.
- STRL’s TA Score: 3 bullish, 5 bearish.
Price Growth
MTZ (@Engineering & Construction) experienced а -0.25% price change this week, while STRL (@Engineering & Construction) price change was -2.66% 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
MTZ is expected to report earnings on Jul 30, 2026.
STRL is expected to report earnings on Aug 10, 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.
| MTZ | STRL | MTZ / STRL | |
| Capitalization | 28.7B | 26.4B | 109% |
| EBITDA | 1.22B | 590M | 206% |
| Gain YTD | 66.983 | 180.505 | 37% |
| P/E Ratio | 63.57 | 76.76 | 83% |
| Revenue | 15.3B | 2.89B | 530% |
| Total Cash | 274M | 512M | 54% |
| Total Debt | 3.02B | 342M | 883% |
MTZ | STRL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 56 | 91 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 84 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 18 | 6 | |
SMR RATING 1..100 | 59 | 28 | |
PRICE GROWTH RATING 1..100 | 39 | 34 | |
P/E GROWTH RATING 1..100 | 47 | 5 | |
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.
MTZ's Valuation (84) in the Engineering And Construction industry is in the same range as STRL (91). This means that MTZ’s stock grew similarly to STRL’s over the last 12 months.
STRL's Profit vs Risk Rating (6) in the Engineering And Construction industry is in the same range as MTZ (18). This means that STRL’s stock grew similarly to MTZ’s over the last 12 months.
STRL's SMR Rating (28) in the Engineering And Construction industry is in the same range as MTZ (59). This means that STRL’s stock grew similarly to MTZ’s over the last 12 months.
STRL's Price Growth Rating (34) in the Engineering And Construction industry is in the same range as MTZ (39). This means that STRL’s stock grew similarly to MTZ’s over the last 12 months.
STRL's P/E Growth Rating (5) in the Engineering And Construction industry is somewhat better than the same rating for MTZ (47). This means that STRL’s stock grew somewhat faster than MTZ’s over the last 12 months.
| MTZ | STRL | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 65% | 3 days ago 65% |
| Stochastic ODDS (%) | 3 days ago 75% | 3 days ago 78% |
| Momentum ODDS (%) | 3 days ago 63% | 3 days ago 72% |
| MACD ODDS (%) | 3 days ago 67% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 72% | 3 days ago 67% |
| TrendMonth ODDS (%) | 3 days ago 72% | 3 days ago 79% |
| Advances ODDS (%) | 3 days ago 78% | 3 days ago 82% |
| Declines ODDS (%) | 5 days ago 75% | 5 days ago 70% |
| BollingerBands ODDS (%) | 3 days ago 89% | 3 days ago 69% |
| Aroon ODDS (%) | 3 days ago 62% | 3 days ago 80% |
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MTZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, MTZ has been closely correlated with PWR. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTZ jumps, then PWR could also see price increases.
| Ticker / NAME | Correlation To MTZ | 1D Price Change % | ||
|---|---|---|---|---|
| MTZ | 100% | +1.25% | ||
| PWR - MTZ | 81% Closely correlated | +3.58% | ||
| FIX - MTZ | 75% Closely correlated | +1.85% | ||
| MYRG - MTZ | 74% Closely correlated | +4.86% | ||
| IESC - MTZ | 66% Loosely correlated | +2.53% | ||
| ECG - MTZ | 65% Loosely correlated | +3.58% | ||
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