Emcor Group Inc (EME) is slightly overvalued and Sterling Infrastructure Inc (STRL) is overvalued.
Both trade above our estimate of their intrinsic value. EME is the closer of the two: -11%, against -92% for STRL.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 10.3% (average of 3 methods) values the shares at $680.05; the price of $756.50 is 11% above that value, and 72% of that value comes from beyond year five.
Leak Score 72/100 on 9 of 12 signals
Discounting its cash flows at 12.8% (average of 3 methods) values the shares at $269.07; the price of $516.57 is 92% above that value, and 65% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
| Metric | EME | STRL |
|---|---|---|
| Verdict | Slightly overvalued | Overvalued |
| Price | $756.50 | $516.57 |
| Intrinsic value | $680.05 | $269.07 |
| Margin of safety | -11% | -92% |
| Leak Score | 72/100 (9/12) | 59/100 (3/12) |
| Market cap | $33.4B | $15.8B |
| Revenue growth, 5 years | 14.1% | 11.8% |
| Operating margin | 9.6% | 18.3% |
| Net margin | 7.7% | 12.6% |
| Return on equity | 40.4% | 38.5% |
| Debt to equity | 0.13 | 0.25 |
| P/E | 23.5x | 37.2x |
| Forward P/E | 20.3x | 20.4x |
| P/B | 8.2x | 11.7x |
| Dividend yield | 0.2% | — |