LGN
Legence Corp.
Industrials · Engineering & Construction · NMS
$83.69
Data: 2026-05-15
✓ ETHICAL PASS

WEAK MOAT
HIGH
Data Confidence: 85.7%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$13.8B
Total market value of the company
52.63
Based on estimated future earnings — lower means cheaper
Rev Growth
+105.1%
Year-over-year revenue change
Profit Margin
-0.7%
How much profit the company keeps from each dollar of revenue
-7.2%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$88.42
+6% from current price — median analyst estimate
Recommendation
STRONG_BUY
Consensus view from 17 analysts covering this stock
About Legence Corp.

Legence Corp. provides engineering, installation, and maintenance services for mission-critical systems in buildings in the United States. The company operates through two segments, Engineering & Consulting, and Installation & Maintenance. The Engineering & Consulting segment designs HVAC and other MEP systems for buildings, develops strategies to help reduce energy usage and make buildings more sustainable and provides program and project management services for client's installation and retrofit projects. This segment also offers engineering & design and program and project management services. The Installation & Maintenance segment fabricates and installs HVAC systems, process piping and other MEP systems in new and existing industrial, commercial and institutional buildings and provides ongoing preventative and corrective maintenance services, emergency repair, and break-fix services, as well as facility energy analysis, automation, optimization, and system certification and testing. It serves data centers, technology, life sciences, healthcare, education, mixed-use, state and local government, and other markets. The company was founded in 1914 and is based in San Jose, California.

https://www.wearelegence.com

Country: United States Employees: 7,000 Industry: Engineering & Construction
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
8.1% PASS
Debt must be below 33% of total assets
Cash Ratio
1.7% PASS
Interest-bearing cash below 33% of assets
Receivables
0.0% PASS
Receivables below 49% of assets
Revenue Purity
0.0% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$47.96
What our model estimates this business is worth per share
-74.5%
Trading above fair value — no margin of safety
Rating
OVERVALUED
Overall assessment combining ethics, valuation, and quality
84.5th
Ranks in the top 16% of our 13,571 screened universe
Ethical Score
96.3
Valuation Score
16.5
Quality Score
33.8
Combined
56.0

Trading at $84, 75% above fair value of $48. Passes all ethical screens. Ranks better than 55% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

MARKUP
Price trending up with increasing momentum
2.447
Excellent risk-adjusted returns
0.1975
Suggested allocation is meaningful — the edge justifies a position
16.270
Returns exceed worst-case losses — strong risk profile
Annual Return
348.2%
Historical annualised return based on price data
-21.4%
Largest peak-to-trough decline — the worst it has been
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
1
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

N/A
52W High
$107.24
22% below the year high
52W Low
$26.96
210% above the year low
Avg Volume
1,628,620
Average daily shares traded — higher means easier to buy and sell
1.5
Days it would take all short sellers to cover — higher means more crowded
Short % Float
6.2%
Moderate short interest
0.0%
Annual dividend as a percentage of the share price
$-0.57
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

1.24
Meaningful debt load — monitor closely
1.30
Adequate but worth monitoring
Quick Ratio
1.26
Like current ratio but excludes inventory — stricter test
Gross Margin
19.8%
Revenue left after cost of goods — higher means pricing power
Operating Margin
3.2%
Profit from core operations before interest and tax
$289M
Positive — the business generates more cash than it spends
Revenue (TTM)
$3.1B
Total revenue over the last 12 months
Net Income
$4M
Profitable — the bottom line is positive
Analyst Coverage
Analysts
17
Target High
$120.00
Target Median
$88.42
Target Low
$45.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-03-16 BUTZ STEPHEN M Chief Financial Officer 9,762
2026-03-16 SEKI BRYCE TADAHIRO General Counsel 4,393
2026-03-16 SPRAU JEFFREY Chief Executive Officer 34,167
2026-03-16 BARNES GREGORY Officer 4,393
2026-03-16 LE BRIS PHILIPPE Officer 1,952
2026-03-16 HANSEN STEPHEN DALE Chief Operating Officer 8,298
2026-03-16 SCHWARTZ JUSTIN Officer 3,905
2026-01-08 BLACKSTONE EMA III LLC Beneficial Owner of more than 10% of a Class of Security 1,260,326 $56,714,670
2026-01-08 BLACKSTONE EMA III LLC Beneficial Owner of more than 10% of a Class of Security 780,121
2025-12-16 BLACKSTONE EMA III LLC Beneficial Owner of more than 10% of a Class of Security 8,402,178 $378,098,010
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15

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