LGN
Legence Corp.
Industrials · Engineering & Construction · NMS
$84.14
Close 2026-05-15
✓ ETHICAL PASS

WEAK MOAT
HIGH
Data Confidence: 86%
Full financial profile available
Market Cap
$13.8B
Trailing P/E
Forward P/E
52.63
Rev Growth
+105.1%
Profit Margin
-0.7%
ROE
-7.2%
Analyst Target
$88.42
Recommendation
STRONG BUY
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.

Opportunity Summary
Trading at $84, 75% above fair value of $48. Passes all ethical screens. Ranks better than 55% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.08%)PASS
Cash Ratio (0.02%)PASS
Receivables Ratio (0.00%)PASS
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 96.3
Score Valuation: 16.5
Score Quality: 33.8
Score Combined: 39.9
Fair Value Est: $47.96 · Margin of Safety: -75.4% · Tier: OVERVALUED

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation15.0
Quality25.0
Cash Flow50.0
Moat25.0
Balance Sheet54.9
Debt Purity75.6
Liquid Purity94.9
Rev Purity100.0
Compliance88.5
Tier: WATCH · Score: 32.1 · Rank: #4940
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-130.33Pending--
2026-05-140.180.29+67.7%
2026-03-270.050.23+383.4%
2025-11-140.080.16+96.0%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$1.0B$16.1M$63.3M$186.2M$33.2M0.24
2025-12-31$737.6M-$32.7M-$3.9M$147.5M$7.9M-0.55
2025-09-30$708.0M-$576.0K$60.1M$148.1M$38.0M-0.02
2025-06-30$598.9M-$5.3M$60.9M$128.7M$30.9M-0.05
2025-03-31$506.0M-$21.2M$43.9M$111.7M$16.2M-0.39
Insider Transactions
DateNameRoleSharesValue
2026-03-16BUTZ STEPHEN MChief Financial Officer9,762--
2026-03-16SEKI BRYCE TADAHIROGeneral Counsel4,393--
2026-03-16SPRAU JEFFREYChief Executive Officer34,167--
2026-03-16BARNES GREGORYOfficer4,393--
2026-03-16LE BRIS PHILIPPEOfficer1,952--
2026-03-16HANSEN STEPHEN DALEChief Operating Officer8,298--
2026-03-16SCHWARTZ JUSTINOfficer3,905--
2026-01-08BLACKSTONE EMA III LLCBeneficial Owner of more than 10% of a Class of Security1,260,326$56.7M
2026-01-08BLACKSTONE EMA III LLCBeneficial Owner of more than 10% of a Class of Security780,121--
2025-12-16BLACKSTONE EMA III LLCBeneficial Owner of more than 10% of a Class of Security8,402,178$378.1M
Top Institutional Holders
HolderSharesValue% Held
Blackstone Inc25.3M$2.1B0.3%
Janus Henderson Group PLC4.3M$354.2M0.1%
FMR, LLC3.0M$241.3M0.0%
Blackrock Inc.2.6M$216.0M0.0%
Franklin Resources, Inc.2.3M$188.6M0.0%
Massachusetts Financial Services Co.2.0M$159.7M0.0%
Westfield Capital Management Co LP1.9M$151.9M0.0%
Vanguard Capital Management LLC1.5M$123.6M0.0%
Vanguard Portfolio Management LLC1.5M$119.7M0.0%
BAMCO Inc.1.2M$101.6M0.0%
Analyst Recommendations
3 Months Ago
2
14
17 analysts
2 Months Ago
2
13
16 analysts
Last Month
2
13
16 analysts
Current
2
14
17 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$7.6B
Price/Book
13.28
Analysts
17
Total Revenue (TTM)
$3.1B
Total Debt
$1.2B
Rec. Mean
1.24
Short Ratio
1.51
Short % Float
0.1%
Employees
7,000

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Trade Consideration
The Opportunity
Score 39.9 (P43 — top 57.0% of scored tickers). Weak Moat. Ethical PASS. 17 analysts at Strong Buy.
Price: $84.14 | Target: $105.24 (+25%) | Fair Value: $47.96 (+-43%)
Score
40
Moat
WEAK
Conviction
Standard
Upside
+25%
The Fundamentals
Revenue Growth+105.1%
Profit Margin-0.7%
ROE-7.2%
Forward P/E52.6
Market Cap$13.8B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-13$0.33Pending
2026-05-14$0.18$0.29+67.7%
2026-03-27$0.05$0.23+383.4%
2025-11-14$0.08$0.16+96.0%
Position Sizing Scenarios
Stop: $71.52 (-15%) | Entry: $84.14
SharesCostProfit to TargetR:R
To Consensus ($105.24, 17 analysts)
10$841.40+$211.00 (25%)1.7R
50$4,207.00+$1,055.00 (25%)1.7R
100$8,414.00+$2,110.00 (25%)1.7R
To Fair Value ($47.96)
10$841.40+$-361.80 (-43%)-2.9R
50$4,207.00+$-1,809.00 (-43%)-2.9R
100$8,414.00+$-3,618.00 (-43%)-2.9R
Risk Factors
  • Valuation stretched on forward earnings
The Verdict
Legence Corp. passes all ethical screens, holds a weak competitive moat, and is growing revenue at +105.1%.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
62.3
Risk Grade
Layers
8
Quality: HIGH_SORTINO,CONSISTENT_BEATER,STRONG_EARNINGS_DRIFT
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-7.8%
worst expected daily loss, 19 in 20 days
CVaR 95%
-9.6%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
3.16
above 1.0 is good
Max Drawdown
-21.4%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
45
Liquidity Grade
MODERATE
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
NONE
Bollinger Position
LOWER_HALF
Beta
Relative Volume
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
100.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
FIX0.587
MYRG0.504
IMANX0.501
DY0.501
PWR0.500
Inverse Correlated
TickerCorrelation
BRO-0.257
ED-0.257
BR-0.255
LIN.DE-0.251
AWK-0.247
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Thursday
Best Month
Apr
Worst Month
Dec
Fri-Mon Effect
1.1688195703688178
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+25.1%
Beat Drift Positive %
100.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+8.2%
3M Return
+58.5%
6M Return
+112.3%
12M Return
Momentum Rank
#302
Momentum Signal
STRONG_UP

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