AI load growth requires transmission, substation, and grid-hardening work.
Side-by-side research view
Compare names across metrics and research quality
Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.
1 stocks in current compare
4 max names side by side
25 shared metrics lined up
Build a compare set
Enter comma-separated tickers from the dashboard universe. Duplicate tickers are ignored automatically.
Price
$540.90
1D change
+6.25%
Market cap
$81.50B
Sector
Industrials
| Metric | PWR |
|---|---|
| Price | $540.90 |
| 1D Change | +6.25% |
| Market Cap | $81.50B |
| Enterprise Value | $86.78B |
| Trailing P/E | 49.0 |
| Forward P/E | 25.0 |
| PEG Ratio | 0.98x |
| Price / Sales | 2.2 |
| EV / Revenue | 2.3 |
| Revenue Growth | 57.4% |
| Earnings Growth | 103.1% |
| Gross Margin | 15.8% |
| Operating Margin | 8.6% |
| Net Margin | 4.5% |
| ROE | 18.0% |
| Free Cash Flow | $3.08B |
| FCF Margin | 8.3% |
| Debt / Equity | 0.71x |
| Current Ratio | 1.16x |
| Dividend Yield | 0.08% |
| Next Earnings | — |
| Quarterly Revenue | $12.01B |
| Revenue QoQ | +25.7% |
| Quarterly Net Income | $694.9M |
| Net Income QoQ | +53.9% |
PWR thesis lens
Grid construction and electrification services
Why it could benefit
- AI load growth requires transmission, substation, and grid-hardening work.
- Quanta is a major contractor for electric power, utility, and energy infrastructure.
- It gives the dashboard exposure to the labor and project layer behind AI power demand.
Moat / edge
- Scale in specialty utility contracting.
- Long relationships with utilities and infrastructure customers.
- Backlog tied to grid modernization and electrification.
What to watch
- Electric power backlog growth.
- Labor availability and project execution.
- Utility capex tied to data-center interconnection.
Key risks
- Weather, labor, and project timing can affect results.
- Infrastructure spending cycles may not map cleanly to AI demand.