Sterling Infrastructure builds the site work and foundations that data centers, semiconductor fabs and large-scale water and transport projects need before anything else goes up, through its E&I (electrical and utility) and transportation segments. Its moat is less a technology than a dense network of specialty crews and permits in markets where contractors are scarce and project schedules are unforgiving, which lets it win repeat work and price it with reasonable discipline. The near-term driver is the buildout of AI and cloud data center capacity, which pulls forward demand for exactly the civil and electrical scopes Sterling performs. Revenue growth of 90.1% and a 20.1% operating margin suggest the company is converting that demand into profit rather than just volume. At 19.6 times forward earnings against a trailing 35.9, the market is pricing in a sharp earnings step-up, so the question for a PM is whether backlog and margin durability support that expectation. The name merits a deeper look on the sustainability of growth, not on the headline multiple.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 10:03 CEST | Fair value | $289 | $305 | $373 |
| 23 Oct 2026, 01:52 CEST | ACCE price target | $414 | $559 | $373 |
| 18 Oct 2026, 17:04 CEST | Rating | Overvalued | first publication | $424 |
| 18 Oct 2026, 17:04 CEST | Fair value | $305 | $511 | $424 |
| 14 Oct 2026, 00:00 CEST | Fair value | $511 | $488 | $501 |
| 10 Oct 2026, 00:00 CEST | Fair value | $488 | $500 | $518 |
| 6 Oct 2026, 00:00 CEST | Fair value | $500 | $518 | $533 |
| 4 Oct 2026, 00:00 CEST | Fair value | $518 | $493 | $533 |
| 30 Sept 2026, 00:00 CEST | Fair value | $493 | $503 | $498 |
| 28 Sept 2026, 00:00 CEST | Fair value | $503 | $513 | $512 |
Answered from Sterling Infrastructure Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| STRL Sterling Infrastructure Inc. Common Stock | $355.30 | $289 | 23% above | 25.6x | 40.0% | 77 | 64 |
| SKA-B.ST Skanska AB (publ) | kr 267.20 | kr 213 | 25% above | 16.9x | 11.1% | 48 | 62 |
| 1801.T Taisei Corporation | ¥11170.00 | - | - | 11.2x | - | 60 | 59 |
| 1802.T Obayashi Corporation | ¥2907.00 | - | - | 11.8x | 16.2% | 56 | 65 |
| 1803.T Shimizu Corporation | ¥2011.00 | - | - | 10.8x | 17.6% | 52 | 56 |
| 1812.T Kajima Corporation | ¥4775.00 | - | - | 12.6x | - | 45 | 44 |
| 1944.T Kinden Corporation | ¥6325.00 | ¥6709 | 6% below | 16.4x | 14.6% | 60 | 60 |
Where STRL ranks against its sector peers on each metric.