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NYSE:EME
This summary was created by AI, based on 7 opinions in the last 12 months.
EMCOR Group (EME-N) has garnered significant attention from analysts due to its strong performance within the data center construction sector, projected to grow by 23% this year. With a robust backlog, the company exhibits predictable revenue streams and has seen notable margin improvements driven by pricing power. Over the past decade, it has successfully transitioned into data center construction while maintaining a strong presence in overall infrastructure projects, such as airport construction, benefiting from increased spending by the U.S. government. Analysts express confidence in the firm's ability to consistently outperform expectations, with impressive revenue growth of 17% year-over-year and a track record of strong returns, as reflected in its performance metrics and stock price appreciation. The average analyst price target remains optimistic, affirming a positive outlook for EMCOR Group.
Building of data centres will grow 23% this year as tech companies race to build them. EME is in construction, specializing in mechenical and engineering systems (HVAC, plumbing). Revenues are up, $25 EPS and trading at 25x PE, a little high, but they outperform and buyback shares.
(Analysts’ price target is $775.20)This is essentially a construction company and has done very well over the past ten years. It has morphed into data centres but the overall infrastructure play is still very much in effect with much more spending needed from the US government, eg. airports. It continues to perform and has consistently outperformed consensus in the past 19 quarters. Trades at 23X earnings with revenue up 17% in the past year. It is in their small cap portfolio.
Buy 6 Hold 3 Sell 0
He owns EME instead of Quanta Services. On a 5-year chart, PWR has outperformed. But on a 1-year chart, EME is ahead. At 28x earnings, the multiple on PWR is about 50% higher than its normalized range, so it's not as good a value today. He'd switch into EME. EME has better profitability metrics, EPS revisions are better, PE is 20x earnings.
EMCOR Group is a American stock, trading under the symbol EME (previously EME-N on Stockchase) on the New York Stock Exchange (EME). It is usually referred to as NYSE:EME or EME
In the last year, 7 stock analysts issued a Buy, Sell, or Hold rating on EME (previously EME-N on Stockchase). 5 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is TOP PICK. Read the latest stock experts' ratings for EMCOR Group.
EMCOR Group was recommended as a Top Pick by Gordon Reid on 2010-03-10. Read the latest stock experts ratings for EMCOR Group.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for EMCOR Group.
EMCOR Group is followed by 29 investors on Stockchase and is a trending stock that is worth watching.
On 2026-06-12, EMCOR Group (EME) stock closed at a price of $823.05.
(Note the short timeframe.) Still a massive shortage of data centres. Strong backlog, so revenue stream is predictable. Pricing power is leading to margin improvement.