
Sterling Infrastructure STRL
845.43 USD (+58.3%)
7 analysts
What does it do?
Sterling Infrastructure is a U.S. construction and civil engineering company offering transportation, water, and energy infrastructure services, as well as solutions for data centers and logistics.
Key points
from its scores- ✓Good share-price trend9.1
- ✓Very solid balance sheet7.8
- ✓High-quality business7.5
- ✕Little or no dividend1.5
- ✕Unfavourable risk and backdrop2.5
AI analysis
bottom line, main risk, context and newsHold, given the strong growth and balance sheet quality, but the valuation already discounts much of the good news.
Sterling shows explosive growth (revenue +90.1%, earnings +116.5%) with exceptional returns on capital (ROE 40.01%, ROIC 40.81%) and a clean balance sheet with net cash, although its valuation is demanding (P/E 38.48) and it pays no dividend.
The high valuation (P/E 38.48) and dependence on continued growth in the infrastructure and data center sector, which could be affected by a slowdown in hyperscaler capital expenditure.
Context and risks
No recent relevant news and no material exposure to current macro factors (rates, oil, tariffs) that is not already covered by quantitative metrics. Sterling's infrastructure and construction business is diversified and its balance sheet is solid, with net cash.
Is Sterling Infrastructure stock cheap or expensive?
at the analysis dateOn P/E and EV / EBITDA, it trades 54% above the Industrials median on average.
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| P/E | 38.5 | 25.4 | +51% |
| EV / EBITDA | 22.8 | 14.5 | +57% |
| Price / book | 12.1 | 4.1 | +198% |
| Price / sales | 4.8 | 2.1 | +131% |
Sector: median of the 388 Industrials companies analysed. In bold, the multiples used for the comparison.
Valuation score: 3.5 out of 10 (median for Industrials: 5.0).
Average analyst target: 845.43 USD, +58.3% versus the price.
A premium can be justified if the company is of higher quality or grows faster than its sector: Quality / Moat 7.5 (sector 5.8), Growth 7.5 (sector 6.6).
Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Industrials medianValuation
- P/E
- 38.5
- Forward P/E
- 21.0
- EV / EBITDA
- 22.8
- Price / book
- 12.1
- Price / sales
- 4.8
- PEG
- 0.69
- Market cap
- 16.3B USD
- Enterprise value
- 16.2B USD
Profitability
- ROE
- 40.0%
- ROA
- 14.6%
- ROIC (approx.)
- 40.8%
- Gross margin
- 23.8%
- Operating margin
- 20.1%
- Net margin
- 12.5%
- Free cash flow
- 349.4M USD
- FCF yield
- 2.1%
- Cash conversion
- 49%
Solvency
- Total debt
- 336.8M USD
- Net debt
- −127.6M USD
- Cash
- 464.5M USD
- EBITDA
- 714.0M USD
- Net debt / EBITDA
- −0.18
- Debt / equity
- 24.22
- Current ratio
- 1.11
- Quick ratio
- 1.08
Growth
- Revenue growth
- +90.1%
- Earnings growth
- +116.5%
- EPS (TTM)
- 13.88 USD
- EPS (forward)
- 25.40 USD
Dividend
- Dividend yield
- 0.0%
- Payout
- 0.0%
Risk and market
- Beta
- 1.86
- Analyst consensus
- Strong buy (7)
- Target price
- 845.43 USD
- 52-week range
- 281.58 – 1,005.68
Recent news
All STRL news →Compare it with its sector
All 388 in Industrials →Frequently asked questions about Sterling Infrastructure
Is Sterling Infrastructure stock cheap or expensive?
On P/E and EV / EBITDA, it trades 54% above the Industrials median on average. Valuation score: 3.5 out of 10 (median for Industrials: 5.0). Average analyst target: 845.43 USD, +58.3% versus the price. This is not investment advice.
What score does Sterling Infrastructure get on MeridIAn Screener?
It scores 5.5 out of 10, rank 1,437 of 2,130 (better than 32% of the companies analysed). Its strongest category is Momentum (9.1) and its weakest, Dividend (1.5). Analysis of 08/10/2026.
What is Sterling Infrastructure's P/E ratio?
Its P/E is 38.5: the share price equals 38.5 times earnings per share over the last 12 months. The Industrials median is 25.4. Based on the earnings analysts expect, the forward P/E is 21.0.
How much is Sterling Infrastructure worth on the stock market?
Its market capitalisation is 16.3B USD and its enterprise value, debt included, is 16.2B USD.
How much debt does Sterling Infrastructure have?
It has more cash than debt: net cash of 127.6M USD.
Does Sterling Infrastructure pay a dividend?
It pays no dividend, or almost none.
How has Sterling Infrastructure stock performed over the last year?
It has risen 58.7% over the last year, excluding dividends. Over the last 52 weeks it has traded between 281.58 and 1,005.68 USD. Past performance does not guarantee future results.
What do analysts think of Sterling Infrastructure?
7 analysts cover it; their average recommendation is “Strong buy” and their average target is 845.43 USD (+58.3% versus the price). It is an estimate, not market data.
