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AI's Hidden Toll Booth
20 companies across switchgear, power-delivery silicon, grid construction, advanced packaging, and cooling. Mapped by moat, demand floor, and crowding. From proven compounders to binary architecture bets. One layer below the Nvidia and Vertiv consensus, these get paid regardless of which lab wins. Not financial advice. Please do your own research.
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
EME EMCOR Group US$802.3718.4% undervalued intrinsic discount 4.3%7D -11.2%3M | ||||||
STX Seagate Technology Holdings US$851.6811.2% undervalued intrinsic discount -0.001%7D 17.2%3M | ||||||
VICR Vicor US$206.6749.1% undervalued intrinsic discount -2.1%7D -23.0%3M | ||||||
AGX Argan US$579.8732.6% undervalued intrinsic discount -3.7%7D -17.4%3M | ||||||
CMI Cummins US$632.9829.7% undervalued intrinsic discount -4.8%7D -3.7%3M | ||||||
PRIM Primoris Services US$85.6554.4% undervalued intrinsic discount -5.5%7D -52.5%3M | ||||||
FIX Comfort Systems USA US$1,697.84n/aintrinsic discount -7.3%7D -9.1%3M The author hasn't set a fair value for FIX | ||||||
NVT nVent Electric US$144.8034.2% undervalued intrinsic discount -8.8%7D -8.9%3M | ||||||
SPXC SPX Technologies US$199.3025.9% undervalued intrinsic discount -9.3%7D -4.2%3M | ||||||
POWL Powell Industries US$209.3041.9% undervalued intrinsic discount -9.9%7D -24.0%3M | ||||||
BELF.A Bel Fuse US$209.7234.9% undervalued intrinsic discount -10.0%7D -18.1%3M | ||||||
CAMT Camtek US$137.2337.6% undervalued intrinsic discount -11.6%7D -26.5%3M | ||||||
STRL Sterling Infrastructure US$580.7341.9% undervalued intrinsic discount -12.1%7D 9.0%3M | ||||||
AEIS Advanced Energy Industries US$274.2647.6% undervalued intrinsic discount -13.0%7D -29.5%3M | ||||||
IESC IES Holdings US$571.54n/aintrinsic discount -13.9%7D -12.8%3M The author hasn't set a fair value for IESC | ||||||
ONTO Onto Innovation US$250.5234.1% undervalued intrinsic discount -14.0%7D -14.5%3M | ||||||
FN Fabrinet US$439.3348.3% undervalued intrinsic discount -15.1%7D -37.8%3M | ||||||
MYRG MYR Group US$330.8441.3% undervalued intrinsic discount -18.8%7D -23.7%3M | ||||||
MOD Modine Manufacturing US$193.9140.0% undervalued intrinsic discount -22.3%7D -27.3%3M |
Watching
20
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
EME EMCOR Group 4.3%7D -11.2%3M | US$802.37 18.4% undervalued intrinsic discount | PE 26.7x | E 17.0% | US$991.57 | ||
STX Seagate Technology Holdings -0.001%7D 17.2%3M | US$851.68 11.2% undervalued intrinsic discount | PE 60.7x | E 30.1% | US$1,106.09 | ||
VICR Vicor -2.1%7D -23.0%3M | US$206.67 49.1% undervalued intrinsic discount | PE 65.6x | E 39.9% | US$386.25 | ||
ESIGM ESI -3.0%7D 3.6%3M | €1.28 n/aintrinsic discount | The author hasn't set a fair value for ESIGM | PS 0.5x | E 63.9% | €2.50 | |
AGX Argan -3.7%7D -17.4%3M | US$579.87 32.6% undervalued intrinsic discount | PE 50.4x | E 13.6% | US$679.80 | ||
CMI Cummins -4.8%7D -3.7%3M | US$632.98 29.7% undervalued intrinsic discount | PE 32.7x | E 17.6% | US$754.86 | ||
PRIM Primoris Services -5.5%7D -52.5%3M | US$85.65 54.4% undervalued intrinsic discount | PE 18.7x | E 16.2% | US$127.50 | ||
FIX Comfort Systems USA -7.3%7D -9.1%3M | US$1,697.84 n/aintrinsic discount | The author hasn't set a fair value for FIX | PE 41.6x | E 20.8% | US$2,210.86 | |
NVT nVent Electric -8.8%7D -8.9%3M | US$144.80 34.2% undervalued intrinsic discount | PE 48.6x | E 19.7% | US$190.60 | ||
SPXC SPX Technologies -9.3%7D -4.2%3M | US$199.30 25.9% undervalued intrinsic discount | PE 38.6x | E 19.7% | US$272.92 | ||
POWL Powell Industries -9.9%7D -24.0%3M | US$209.30 41.9% undervalued intrinsic discount | PE 40.8x | E 14.3% | US$316.25 | ||
BELF.A Bel Fuse -10.0%7D -18.1%3M | US$209.72 34.9% undervalued intrinsic discount | PE 54.2x | E 19.4% | US$322.00 | ||
CAMT Camtek -11.6%7D -26.5%3M | US$137.23 37.6% undervalued intrinsic discount | PE 131.5x | E 50.4% | US$187.58 | ||
STRL Sterling Infrastructure -12.1%7D 9.0%3M | US$580.73 41.9% undervalued intrinsic discount | PE 51.4x | E 45.2% | US$946.67 | ||
AEIS Advanced Energy Industries -13.0%7D -29.5%3M | US$274.26 47.6% undervalued intrinsic discount | PE 54.4x | E 37.9% | US$428.73 | ||
IESC IES Holdings -13.9%7D -12.8%3M | US$571.54 n/aintrinsic discount | The author hasn't set a fair value for IESC | PE 30.1x | E 13.4% | US$700.00 | |
ONTO Onto Innovation -14.0%7D -14.5%3M | US$250.52 34.1% undervalued intrinsic discount | PE 117.1x | E 31.6% | US$369.60 | ||
FN Fabrinet -15.1%7D -37.8%3M | US$439.33 48.3% undervalued intrinsic discount | PE 37.4x | E 22.3% | US$732.44 | ||
MYRG MYR Group -18.8%7D -23.7%3M | US$330.84 41.3% undervalued intrinsic discount | PE 31.2x | E 15.2% | US$433.00 | ||
MOD Modine Manufacturing -22.3%7D -27.3%3M | US$193.91 40.0% undervalued intrinsic discount | PE 71.4x | E 53.8% | US$323.00 |