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PWR Quanta Services

industrial · 2026-09-14

N/A
too hard · 56
Owner-earnings value$193.45
Price$650.58
Margin of safety -70.3%

Quality gate · 56/100

Returns on capital 6.1/30
Consistency 20.7/22
Margins / pricing power 6.1/16
Balance sheet 9.6/16
Cash conversion 10/10
Capital allocation 3.0/6

⚠ sub-hurdle returns (median roic 8% < 9%)

Median ROIC8.3%
Gross margin15.5%
Net debt / EBITDA1.9x
FCF conversion156%
Share count / yr+1.5%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)1.57B
Owner-earnings yield1.6%
Free-cash-flow yield2.4%
Growth used (normalized)10.0%
Market-implied growth (reverse DCF)25.0%
Terminal growth3.0%
Discount rate (hurdle)10.4%

Projected owner earnings

YrOwner earningsGrowthPV
11.73B 10.0%1.56B
21.89B 9.2%1.55B
32.05B 8.4%1.52B
42.20B 7.7%1.48B
52.35B 6.9%1.44B
62.50B 6.1%1.38B
72.63B 5.3%1.32B
82.75B 4.6%1.25B
92.86B 3.8%1.17B
102.94B 3.0%1.10B

Recent news

score · 8 articles

  • Why Quanta (PWR) Stock Is Up Today
  • 3 Big Reasons to Love Quanta (PWR)
  • Will EMCOR's 19.6% Organic Growth Stay Elevated Into 2027?
  • Will Comfort Systems' Modular Expansion Strengthen Growth and Returns?
  • 3 AI Power Stocks to Buy Now for Growth, Value and Breakout Potential
  • Q2 Energy Products and Services Earnings: Quanta (NYSE:PWR) Earns Top Marks
  • Comfort Systems Stock Plunges 12.4% in 3 Months: Buy the Dip?
  • Is Quanta Services Stock Outperforming the S&P 500?

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~25%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.

History

DateQualityPriceValueMoSRating
2026-09-14 56 $650.58 $193.45 -70.3% N/A
2026-07-02 55 $691.40 $180.94 -73.8% N/A
2026-06-25 55 $701.88 $182.94 -73.9% N/A
2026-06-23 55 $702.29 $180.45 -74.3% N/A