EMCOR Group is a leading provider of mechanical and electrical construction and facilities services, specializing in critical infrastructure for high-demand sectors, including commercial, industrial, and utility clients. They are the physical layer integration engine, handling complex data center builds, grid modernization, and industrial automation installations.
EME provides highly leveraged exposure to the secular AI Infrastructure build-out (C2) by acting as the physical deployment bottleneck. Unlike pure commodity plays, EME maintains operational quality and pricing power, evidenced by the expanding gross margin trend (+0.05%) and strong annualized Return on Assets (13.67%), which is near peak efficiency for a Capital Intensive methodology (M3). While sequential growth cooled slightly (-0.07%), the strategic importance of their services in grid modernization (T4) and facilitating large-scale automation projects (T6) guarantees sustained demand for their specialized workforce. This is a high-quality, physical infrastructure compounder capitalizing on the digital transformation.
| Market Cap | None |
| PE Ratio (TTM) | None |
| Revenue (TTM) | None |
| Profit Margin | None |
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| 52 Week Low | None |
| Price | 638.72 |
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Growth vs Discount Rate
| 12% | 9% | 7% | |
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