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EMCOR Group
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EMCOR Group Community
NYSE:EME Community
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EMCOR Group
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EMCOR Group
JO
Joey8301
Community Contributor
EMCOR's stock price is set to rise with 9% revenue growth and electrification trends
Company Overview EMCOR Group (NYSE: EME) is a leader in mechanical and electrical construction services, infrastructure solutions, and industrial facility management. With strong exposure to data center expansion, electrification, infrastructure spending, and industrial reshoring, the company has demonstrated consistent revenue growth and improving profitability.
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US$468.79
FV
31.6% overvalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
3
users have commented on this narrative
19
users have followed this narrative
7 months ago
author updated this narrative
EMCOR Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Rising Demand In Data Centers And Healthcare Will Expand Markets
Key Takeaways Robust sector demand, sustainability trends, and digital integration are driving a growing, diversified project backlog, supporting revenue growth and improved long-term margins. Strategic acquisitions and investment in talent and prefabrication enhance operational efficiency, vertical market reach, and competitive strength despite labor market challenges.
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US$681.67
FV
9.5% undervalued
intrinsic discount
9.67%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
8 days ago
author updated this narrative
EMCOR Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Automation And Tightening Regulations Will Erode Margins
Key Takeaways Accelerating automation, prefabrication, and modular trends threaten EMCOR's traditional service demand, recurring revenues, and long-term growth prospects. Regulatory pressures and regional market dependence increase margin risks and earnings volatility, especially amid rising labor costs and sustainability mandates.
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US$510.73
FV
20.8% overvalued
intrinsic discount
7.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
8 days ago
author updated this narrative
EMCOR Group
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Sustainability Upgrades And Digitization Will Expand Recurring Opportunities
Key Takeaways EMCOR is positioned for significant margin expansion and recurring revenue growth through cross-segment synergies, integration, and dominant roles in energy retrofits and compliance upgrades. Its expanding footprint, skilled labor, and advanced technology investments enable outperformance in complex projects, capturing market share and stable, high-margin contracts.
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US$750
FV
17.8% undervalued
intrinsic discount
10.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
8 days ago
author updated this narrative