MasTec MTZ
MasTec is an engineering and construction contractor in the US, providing infrastructure services for the energy, telecommunications, and transportation sectors. MasTec shows exceptional growth (revenue +23.4%, earnings +51.4%), but its financial health is only moderate (ND/EBITDA 2.23, operating margin 5.42%) and its valuation is demanding (P/E 33.89), with negative free cash flow conversion weighing on quality.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
MasTec is an engineering and construction contractor in the US, providing infrastructure services for the energy, telecommunications, and transportation sectors. MasTec shows exceptional growth (revenue +23.4%, earnings +51.4%), but its financial health is only moderate (ND/EBITDA 2.23, operating margin 5.42%) and its valuation is demanding (P/E 33.89), with negative free cash flow conversion weighing on quality.
Score by category
| Category | Score |
|---|---|
| Financial health | 5.2 |
| Quality / Moat | 3.8 |
| Valuation | 3.7 |
| Growth | 9.1 |
| Dividend | 1.5 |
| Momentum | 6.0 |
| Risk & Context | 3.2 |
OVERALL SCORE: 4.4/10
Context and risks
The sharp rise in 10-year Treasury yields is a headwind for MasTec, whose construction and infrastructure business is sensitive to client financing costs and long-duration cash flow valuation. However, structural demand for electrical infrastructure, tied to the AI capex cycle, acts as a partial offset.
News considered in the analysis
- Can Utility Infrastructure Demand Strengthen MasTec's Power Delivery? — La demanda de infraestructura eléctrica, impulsada por el ciclo de capex de IA, es un viento de cola material para la división de Power Delivery de MasTec.
- MasTec vs. Primoris: Which Infrastructure Stock is the Better Buy? — Comparativa genérica entre competidores sin información nueva sobre MasTec.
- Will MYR Group's Net Income Continue Its Eight-Quarter Growth Streak? — Noticia sobre un competidor (MYR Group), no sobre MasTec; sin impacto directo.
- Can EMCOR's Operating Leverage Support Further Profit Growth? — Análisis de un competidor (EMCOR), sin impacto directo en MasTec.
- Is Sterling's $130M-$140M CapEx Plan Fuel for Its Next Growth Leg? — Noticia sobre otra empresa (Sterling), irrelevante para MasTec.
Verdict: Hold; strong growth and utility infrastructure demand are attractive, but valuation and interest rate sensitivity warrant caution.
Main risk: Negative free cash flow conversion (-4.42) and high operating leverage in a rising rate environment could strain the balance sheet if growth decelerates.
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