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MasTec, Inc.NYSE:MTZ 주식 보고서

시가총액 US$30.0b
주가
US$384.21
US$348.72
10.2% 고평가 내재 할인율
1Y147.3%
7D-9.3%
포트폴리오 가치
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MasTec, Inc.

NYSE:MTZ 주식 리포트

시가총액: US$30.0b

MasTec (MTZ) 주식 개요

는 주로 미국과 캐나다에서 통신, 에너지, 유틸리티 및 기타 인프라를 위한 엔지니어링, 구축, 설치, 유지보수 및 업그레이드 서비스를 제공하는 인프라 엔지니어링 및 건설 회사입니다. 자세히 보기

MTZ 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장5/6
과거 실적5/6
재무 건전성4/6
배당0/6

MTZ Community Fair Values

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See what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.

MasTec, Inc. 경쟁사

가격 이력 및 성과

MasTec 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$384.21
52주 최고가US$441.43
52주 최저가US$145.46
베타1.82
1개월 변동3.40%
3개월 변동39.40%
1년 변동147.33%
3년 변동306.96%
5년 변동230.93%
IPO 이후 변동9,850.77%

최근 뉴스 및 업데이트

Seeking Alpha May 20

MasTec: Growth Momentum Looks Set To Continue Through 2026

Summary MasTec delivered strong Q1 FY26 results, with revenue up 35.4% to $3.83B and adjusted EPS of $1.39, beating consensus. Sustained demand momentum across segments and a record backlog support continued double-digit topline growth in FY26. Continued focus on margin optimization along with a healthy topline growth outlook to drive earnings growth over the coming quarters. MTZ's valuation appears slightly stretched, but strong secular tailwinds and strategic diversification justify a continued buy rating. Read the full article on Seeking Alpha
내러티브 업데이트 May 13

MTZ: Elevated P/E Multiples And Backlog Dependence Will Pressure Future Returns

MasTec's analyst price target has been lifted to $325.05 from $265.67, as analysts broadly updated their models to reflect higher assumed P/E multiples, a revised fair value estimate, and recent research pointing to stronger backlog support, cross segment growth, and margin progress. Analyst Commentary The recent round of price target revisions on MasTec has come in clusters, with many firms updating their models around the same time.

Recent updates

Seeking Alpha May 20

MasTec: Growth Momentum Looks Set To Continue Through 2026

Summary MasTec delivered strong Q1 FY26 results, with revenue up 35.4% to $3.83B and adjusted EPS of $1.39, beating consensus. Sustained demand momentum across segments and a record backlog support continued double-digit topline growth in FY26. Continued focus on margin optimization along with a healthy topline growth outlook to drive earnings growth over the coming quarters. MTZ's valuation appears slightly stretched, but strong secular tailwinds and strategic diversification justify a continued buy rating. Read the full article on Seeking Alpha
내러티브 업데이트 May 13

MTZ: Elevated P/E Multiples And Backlog Dependence Will Pressure Future Returns

MasTec's analyst price target has been lifted to $325.05 from $265.67, as analysts broadly updated their models to reflect higher assumed P/E multiples, a revised fair value estimate, and recent research pointing to stronger backlog support, cross segment growth, and margin progress. Analyst Commentary The recent round of price target revisions on MasTec has come in clusters, with many firms updating their models around the same time.
내러티브 업데이트 Apr 28

MTZ: Elevated Multiples And Backlog Execution Will Drive Future Downside Risk

MasTec's analyst price target has been raised from about $178 to roughly $266. Analysts are factoring in higher modeled revenue growth, a lower discount rate, and a richer future P/E multiple supported by recent research highlighting cross segment growth, margin progress, and a growing backlog tied to data centers, renewables, power delivery, and pipeline projects.
내러티브 업데이트 Apr 13

MTZ: Backlog And Data Center Pipeline Will Shape Balanced Future Outlook

MasTec's updated analyst price target has increased from $336.32 to $348.72. Analysts attribute the change to higher Street targets supported by stronger cross segment execution, improved backlog visibility, and expectations for continued revenue and margin progress across pipeline, data center, and power delivery projects.
내러티브 업데이트 Mar 30

MTZ: Data Center And Pipeline Backlog Will Support Future Margin Expansion

Analysts have raised the MasTec fair value estimate to $400 from $300, citing stronger modeled revenue growth, slightly higher profit margins, and a higher future P/E multiple supported by rising price targets across the Street. Analyst Commentary Recent Street research around MasTec points to a cluster of higher price targets and upbeat commentary on execution across all business segments.
내러티브 업데이트 Mar 16

MTZ: Backlog And Long Haul Infrastructure Pipeline Will Drive Future Momentum

Analysts lifted the fair value estimate for MasTec to $336.32 from $246.67, citing higher modeled revenue growth, a slightly lower discount rate, and a higher future P/E assumption, which they note is supported by recent price target increases across Wall Street tied to growth across segments, margin progress, and a larger backlog. Analyst Commentary Recent Street research on MasTec reflects a generally constructive view, with multiple firms lifting price targets and updating models following Q4 results, higher guidance, and management meetings.
새로운 내러티브 Mar 14

MasTec Inc. (MTZ): The Infrastructure Super-Cycle and the $19 Billion Backlog Milestone

MasTec Inc. (MTZ) is riding a massive wave of infrastructure demand, closing the March 13, 2026, session at $290.00 USD.
내러티브 업데이트 Mar 02

MTZ: Backlog Execution And Margin Assumptions Will Drive Future Downside Risk

Our new MasTec price target moves down from $205.49 to $178.22 per share, even as analysts point to higher 2026 revenue and EBITDA guidance and a larger backlog that they say improves visibility through 2027. Analyst Commentary Recent Street research has generally framed MasTec as a company with higher 2026 revenue and EBITDA guidance and a growing backlog, but opinions differ on how much of that is already reflected in the share price and how dependable the multiyear outlook is.
내러티브 업데이트 Feb 16

MTZ: Future Margin Expansion In Communications And Pipeline Will Drive Downside Risk

Narrative Update on MasTec The analyst price target for MasTec has moved higher by about $5 to $205, with analysts pointing to revised assumptions around revenue growth, profitability, and future P/E multiples informed by recent research updates from several major brokerages. Analyst Commentary Recent Street research around MasTec points to an overall constructive stance, but with pockets of caution that matter if you are thinking about risk and reward from here.
내러티브 업데이트 Feb 02

MTZ: Clean Energy And Grid Projects Will Support Higher Margin Potential

Analysts have raised their MasTec fair value estimate to $300.00, reflecting updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple after a series of recent price target increases and constructive research views on the company. Analyst Commentary Recent research has featured a series of higher price targets and fresh positive views on MasTec, with bullish analysts pointing to a combination of stronger order pipelines, margin potential, and exposure to long-term infrastructure themes.
내러티브 업데이트 Jan 18

MTZ: Backlog And Margin Hopes Will Increase Risk Of Future Disappointment

Narrative Update The analyst price target for MasTec in our framework has moved from about US$139 to about US$200, reflecting analysts' higher assumed margins, slightly stronger revenue growth expectations, and an outlook that is supported by recent Street research citing potential margin expansion across communications, pipeline, and clean energy work as well as a healthier multi year project backlog. Analyst Commentary Recent Street research has pushed MasTec price targets into a higher range, with firms citing a mix of margin potential, communications and pipeline work, and a solid multi year project backlog as key supports for their updated views.
내러티브 업데이트 Jan 04

MTZ: Clean Energy And Grid Projects Will Drive Stronger Backlog Visibility

Analysts have modestly raised their MasTec price target to approximately $245 per share. This reflects expectations for sustained double digit revenue growth, improving clean energy margins, and strong multi year backlog visibility across transmission, distribution, pipeline, and data center related projects.
분석 기사 Jan 01

Does MasTec (NYSE:MTZ) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
내러티브 업데이트 Dec 16

MTZ: Clean Energy And Grid Projects Will Drive Stronger Backlog And Earnings Visibility

MasTec's fair value estimate has been raised from $214.00 to approximately $294.11 as analysts factor in a wave of higher price targets, driven by accelerating transmission and distribution activity, a strengthening clean energy and data center pipeline, and increased backlog visibility across diversified end markets. Analyst Commentary Recent research updates highlight a clear shift in sentiment toward a more constructive outlook on MasTec, with bullish analysts steadily lifting price targets and emphasizing improving fundamentals across the business.
내러티브 업데이트 Dec 01

MTZ: Electric Transmission Wins And Backlog Expansion Will Drive Future Momentum

MasTec's analyst price target has been raised by analysts, increasing from $227 to a range as high as $290. Stronger order pipelines, margin opportunities in clean energy, and a growing backlog across multiple segments support a more constructive outlook.
내러티브 업데이트 Nov 17

MTZ: Order Pipeline Strength And Margin Expansion Will Drive Outperformance

MasTec’s analyst consensus price target increased from $238 to $246.67 per share, as analysts cite stronger order pipelines, margin improvement prospects, and growing opportunities across energy and utility segments in support of the raised valuations. Analyst Commentary Recent analyst activity reflects a notable increase in optimism around MasTec, as reflected in multiple upward price target revisions and positive outlooks for the company's growth prospects, operational execution, and end market momentum.
내러티브 업데이트 Nov 01

MTZ: Record Backlog And Utility Projects Will Drive Robust Revenue Visibility

MasTec's analyst fair value estimate has been raised from $227.50 to $238.00 per share, as analysts cite improving inventories, notable growth opportunities in utility and energy infrastructure, and a favorable near-term setup across several business segments. Analyst Commentary Recent Street research on MasTec has been overwhelmingly positive, with a series of price target increases and new Buy ratings reflecting rising confidence in the company's near- and long-term growth prospects.
내러티브 업데이트 Oct 18

Grid Modernization And Fiber Build-Out Will Empower Infrastructure Evolution

The analyst price target for MasTec has increased from $221.58 to $227.50. Analysts cited stronger momentum in utility and clean energy sectors, improving margins, and favorable outlooks across key end markets as drivers for the upward revision.
내러티브 업데이트 Oct 04

Grid Modernization And Fiber Build-Out Will Empower Infrastructure Evolution

The analyst price target for MasTec has been raised by approximately $10 to reflect growing confidence in the company's improving business momentum and margin upside potential, according to analysts. Analyst Commentary Recent analyst activity around MasTec highlights a growing sense of optimism regarding the company’s business outlook, execution, and valuation potential.
내러티브 업데이트 Sep 19

Grid Modernization And Fiber Build-Out Will Empower Infrastructure Evolution

Analysts have raised MasTec’s price target to $211.79, citing accelerating growth in core end markets, robust backlog momentum, and improved operational execution, while shares continue to trade at a relative discount. Analyst Commentary Bullish analysts cite accelerating activity and favorable trends in key end markets, such as gas infrastructure, electric utilities, data centers, renewables, and fiber, supporting long-term growth.
분석 기사 Aug 26

Market Participants Recognise MasTec, Inc.'s (NYSE:MTZ) Revenues

There wouldn't be many who think MasTec, Inc.'s ( NYSE:MTZ ) price-to-sales (or "P/S") ratio of 1.1x is worth a mention...
분석 기사 Aug 03

MasTec, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

MasTec, Inc. ( NYSE:MTZ ) defied analyst predictions to release its second-quarter results, which were ahead of market...
분석 기사 Jul 26

A Look At The Intrinsic Value Of MasTec, Inc. (NYSE:MTZ)

Key Insights The projected fair value for MasTec is US$186 based on 2 Stage Free Cash Flow to Equity With US$186 share...
분석 기사 Jul 08

Does MasTec (NYSE:MTZ) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jun 02

Should You Think About Buying MasTec, Inc. (NYSE:MTZ) Now?

Today we're going to take a look at the well-established MasTec, Inc. ( NYSE:MTZ ). The company's stock led the NYSE...
Seeking Alpha Jan 20

MasTec: Solid Growth And Cash Flows With Upside Potential

Summary The MTZ stock is trading at its all-time historical highs within a strong upward trend. Over the past 12 months, it has gained 124%, while the past decade has delivered +700%. The minimal and brief pullbacks confirm the strong shareholder base and positive expectations. Fourth-quarter EPS are expected to be nearly triple those of 2023. The valuation is attractive both compared to the average of the sector and to its peers. Read the full article on Seeking Alpha
Seeking Alpha Jan 09

MasTec: Scale And Growth At A Discounted Valuation

Summary MasTec stands out for its lower valuation and higher growth estimates compared to peers in the energy and telecom construction sectors. With over 80 years of experience, MTZ has evolved into a top-three engineering and construction company with a $14 billion backlog. The business model is asset-light, working capital-positive, and offers high returns on capital, though it faces challenges like macro slowdowns and low barriers to entry. The shares appear undervalued at a 13x P/CE and a 0.8x PEG. My US$185 price target has a 27% upside potential. Read the full article on Seeking Alpha
Seeking Alpha Nov 09

MasTec: Margin Growth And Promising Long Term Suggest A Good Buy (Rating Upgrade)

Summary MasTec's topline growth is under pressure in 2024 due to weak Oil and Gas segment performance, but strong backlog and project pipeline promise long-term growth. Despite moderate topline growth, margin improvements and strategic investments are expected to benefit the company's bottom line. Promising long-term growth prospects driven by industrial tailwinds and a robust project pipeline make the stock a compelling investment for the long term. Read the full article on Seeking Alpha
Seeking Alpha Sep 28

MasTec: Getting Expensive In Spite Of Long-Term Tailwinds

Summary MasTec has shown strong share price performance, with shares up 62% year to date. Q2'24 results were mixed, with revenue growth below expectations but strong margins, particularly in Oil and Gas, and a growing backlog in clean energy. Despite optimism for future growth in communications and clean energy, current valuation at 7.3x EV/EBITDA suggests limited upside, especially when adjusting the multiple for capex and interest expense. Given economic risks and high valuation, I recommend waiting for a better entry point around $80 for a more attractive margin of safety. Read the full article on Seeking Alpha
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새로운 내러티브 Aug 27

Renewable Energy And Infrastructure Investments Poised To Power Robust Revenue Growth

Projected U.S. energy load growth and federal funding indicate a significant increase in demand for MasTec's services, potentially boosting revenue and net margins.
Seeking Alpha Aug 12

MasTec Is A Late Bloomer That's Finally Coming Into Its Own

Summary Early excellence often captures our collective attention and imagination. But let’s not forget that late bloomers, too, often achieve excellence… in personal life, in business and in the stock market. MasTec is a business late bloomer. The company finally put itself together and is starting to benefit from its collection of strong secular industrial growth businesses. The stock isn’t cheap, but Wall Street is seeing the shares are worth the price. Read the full article on Seeking Alpha

주주 수익률

MTZUS ConstructionUS 시장
7D-9.3%-8.1%-0.3%
1Y147.3%101.6%26.7%

수익률 대 산업: MTZ은 지난 1년 동안 101.6%의 수익을 기록한 US Construction 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: MTZ은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is MTZ's price volatile compared to industry and market?
MTZ volatility
MTZ Average Weekly Movement6.2%
Construction Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: MTZ는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: MTZ의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
192937,000Jose Maswww.mastec.com

는 주로 미국과 캐나다에서 통신, 에너지, 유틸리티 및 기타 인프라에 대한 엔지니어링, 구축, 설치, 유지보수 및 업그레이드 서비스를 제공하는 인프라 엔지니어링 및 건설 회사입니다. 이 회사는 5개 부문으로 나뉘어 운영됩니다: 통신, 청정 에너지 및 인프라, 전력 공급, 파이프라인 인프라, 기타. 이 회사는 무선 및 유선/광통신 인프라, 재생 에너지 발전으로 구성된 청정에너지 인프라, 천연가스, 수도, 탄소 포집 격리 및 기타 제품 운송을 포함한 파이프라인 인프라, 전기 및 가스 전송, 배전 시스템 등의 전력 공급 서비스, 도로, 교량, 철도를 포함한 산업 및 중토목 인프라, 수자원 인프라를 구축합니다.

MasTec, Inc. 기초 지표 요약

MasTec의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
MTZ 기초 통계
시가총액US$30.03b
순이익 (TTM)US$449.98m
매출 (TTM)US$15.28b
66.6x
주가수익비율(P/E)
2.0x
주가매출비율(P/S)

MTZ는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
MTZ 손익계산서 (TTM)
매출US$15.28b
매출원가US$13.32b
총이익US$1.96b
기타 비용US$1.51b
순이익US$449.98m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)5.77
총이익률12.82%
순이익률2.94%
부채/자본 비율63.2%

MTZ의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 18:42
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

MasTec, Inc.는 33명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Justin HaukeBaird
Andrew KaplowitzBarclays
Adam SeidenBarclays