EME

Emcor

Industrials · Construction & Engineering · US
$817.44
Data: 2025-12-31
✗ ETHICAL FAIL

NARROW MOAT
HIGH
Data Confidence: 100.0%
Convergence Score
Score pending — view screener
Market Regime
Analysis pending
Today's Read
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile sh...
2026-07-03
Full Daily Analysis

Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$41.0B
Total market value of the company
31.00
Premium valuation
28.40
Based on estimated future earnings — lower means cheaper
Rev Growth
+19.7%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
39.2%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$983.50
+20% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 6 analysts covering this stock

About Emcor

EMCOR Group, Inc. provides electrical and mechanical construction and facilities, building, and industrial services in the United States and the United Kingdom. It offers design, integration, installation, startup, operation, and maintenance services related to power transmission, distribution, and generation systems; energy solutions; premises electrical and lighting systems; process instrumentation; low-voltage systems; voice and data communications systems; roadway and transit lighting, signaling, and fiber optic lines; computerized traffic control systems, and signal and communication equipment; heating, ventilation, air conditioning, refrigeration, and geothermal solutions; clean-room process ventilation systems; fire protection and suppression systems; plumbing, process, and piping systems; control and filtration systems; water and wastewater treatment systems; central plant heating and cooling systems; crane and rigging; millwright; and steel fabrication, erection, and welding services. The company also provides site-based operations and maintenance; facility management and maintenance; energy retrofit; military base operations support; indoor air quality; floor care and janitorial; landscaping, lot sweeping, and snow removal; vendor management and call center; installation and support for building systems; program development, management, and maintenance for energy systems; technical consulting and diagnostic; infrastructure and building projects; modification and retrofit projects; and reception, security, and catering services. In addition, it offers refinery turnaround planning and engineering; welding; overhaul and maintenance; technical; instrumentation, controls, and electrical; electrical panel design, fabrication, and installation; on-site repair and maintenance; and renewable energy services, as well as design, manufacturing, repair, and hydro blast cleaning services. The company was incorporated in 1987 and is headquartered in Norwalk, Connecticut.

https://emcorgroup.com

Country: United States Employees: 44,000 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
5.0% PASS
Debt must be below 33% of total assets
Cash Ratio
0.0% PASS
Interest-bearing cash below 33% of assets
Receivables
57.6% FAIL
Receivables below 49% of assets
Revenue Purity
0.1% PASS
Non-compliant revenue below 5% — any excess requires purification

Valuation

$811.00
What our model estimates this business is worth per share
-0.8%
Trading above fair value — no margin of safety
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
39.5th
Ranks in the top 61% of our 13,571 screened universe
Ethical Score
10.0
Valuation Score
50.5
Quality Score
62.0
Combined
36.0

Trading at $922, 14% above fair value of $811. Fails ethical screen (Accounts receivable). Ranks better than 16% of screened stocks.

Quantitative Intelligence

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

DISTRIBUTION
Smart money appears to be selling into strength — caution
1.190
Excellent risk-adjusted returns
0.1109
Suggested allocation is meaningful — the edge justifies a position
1.346
Returns exceed worst-case losses — strong risk profile
Annual Return
48.7%
Historical annualised return based on price data
-36.2%
Largest peak-to-trough decline — the worst it has been
BULL
Statistical model sees bullish momentum
Days in State
121
How long the current regime has persisted — longer means more stable

Market Data

Trading characteristics and market positioning

1.17
Moves slightly more than the broader market
52W High
$951.96
14% below the year high
52W Low
$450.68
81% above the year low
Avg Volume
384,625
Average daily shares traded — higher means easier to buy and sell
2.7
Days it would take all short sellers to cover — higher means more crowded
Short % Float
2.2%
Low short interest — limited bearish positioning
14.0%
Annual dividend as a percentage of the share price
$29.77
Earnings per share over the last 12 months

Financial Health

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

0.13
Conservative use of debt — low financial risk
1.26
Adequate but worth monitoring
Quick Ratio
1.22
Like current ratio but excludes inventory — stricter test
Gross Margin
19.3%
Revenue left after cost of goods — higher means pricing power
Operating Margin
8.7%
Profit from core operations before interest and tax
$892M
Positive — the business generates more cash than it spends
Revenue (TTM)
$17.7B
Total revenue over the last 12 months
Net Income
$1.3B
Profitable — the bottom line is positive

Analyst Coverage

Analysts
6
Target High
$1,123.00
Target Median
$983.50
Target Low
$885.00

Recent Insider Activity

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

Date Insider Title Type Shares Value
2026-05-11 REID WILLIAM P Director 2,000 $1,851,560
2026-05-01 ALTMEYER JOHN W Director 2,500 $2,237,500
2026-04-30 REID WILLIAM P Director 1
2026-04-30 ALTMEYER JOHN W Director 2
2026-04-30 MAURICIO MAXINE LUM General Counsel 4
2026-04-30 NALBANDIAN JASON R. Chief Financial Officer 4
2026-04-30 GUZZI ANTHONY J Chief Executive Officer 13
2026-04-30 GUZZI ANTHONY J Chief Executive Officer 3,000
2026-04-30 SCHWARZWAELDER STEVEN Director 5,602 $5,014,854
2026-04-30 NALBANDIAN JASON R. Chief Financial Officer 800 $685,144
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence

Political Trading Activity

Congressional trading disclosures involving this instrument

Date Politician Party Type Amount
8 May2026 Ro Khanna Democrat buy 1K–15K
27 May2026 John Boozman Republican sell 1K–15K
27 May2026 Ro Khanna Democrat buy 1K–15K
2026-04-24 Ro Khanna Democrat Purchase 1K–15K
2026-04-13 Ro Khanna Democrat Purchase 1K–15K
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence

What If You'd Bought EME?

Period Price Then Price Return Divs/Share $1,000 Became Total Return
1 Month $931.50 -16.1% $839 -16.1%
2 Months $802.03 -2.5% $0.40 $975 -2.5%
3 Months $710.18 +10.1% $0.40 $1,101 +10.1%
6 Months $638.88 +22.4% $0.80 $1,225 +22.5%
1 Year $465.04 +68.1% $1.30 $1,684 +68.4%
2 Years $377.41 +107.1% $2.30 $2,077 +107.7%
3 Years $173.26 +351.2% $3.09 $4,529 +352.9%
5 Years $124.63 +527.2% $4.22 $6,306 +530.6%
Dividends Collected Per Share
1 Year: $1.3000
3 Years: $3.0900
5 Years: $4.2200
$1,000 invested 1 year ago = 2.2 shares = $2.80 in dividends collected

Historical returns. Past performance does not guarantee future results. Prices from market close data.

Framework Review History

Timestamped framework reads — tracking how the analysis evolves over time

2026-07-03 DISTRIBUTION $817.44 +0.0% Review #2

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.

2026-07-02 DISTRIBUTION $817.44 Review #1

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.

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Data sourced from public filings and market feeds. Not financial advice. Updated: 2025-12-31

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