COMPARE · Data as of August 21, 2026
CDLR vs STRL
Verdict: Side-by-side breakdown using the Bull Rankings model. CDLR scored 67.5, STRL scored 71.1 — STRL leads.
Compare another set
Different reporting periods. STRL's fundamentals are as of June 2026, but CDLR's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CDLR
Cadeler A/S
67.5
$23.92 · $2.3B
fundamentals as of
Score gap
3.6
STRL leads
STRL
Sterling Infrastructure, Inc.
71.1
$516.81 · $15.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCDLR+149.4%
- Strongest balance sheetSTRL0.24
- Highest qualitySTRL84 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CDLR
stronger →← stronger
STRL
51
Qualityreturns · margins · balance sheet
84
100
Growthrevenue & earnings expansion
96
70
Valuevaluation vs sector peers
45
CDLR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CDLR
STRL
-$521mF
FCF
$482mC
+149.4%A
Rev
+60.8%A
0.95C+
D/E
0.24A-
2.9xB
P/S
—
—
PEG
0.95B+
—
P/E
37.2xC+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CDLR
STRL
—
Price vs fair valuelower is cheaper
141% above
—
Growth the price implies10-yr FCF · lower = less priced in
~41%/yr
—
1-yr DCF upside
-68%
—
5-yr DCF upside
-59%
—
10-yr DCF upside
-41%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CDLR
Why this score
- Short track record
- Foreign reporter (EUR)
STRL
Why this score
- Durable high returns
The companies
CDLRCadeler A/S
Why now
Engineering & Construction · market cap $2.3b. Down 20% from 52-week high of $30.01 — deep drawdown territory. Revenue growing +149% — in hypergrowth territory.
Moat
Net margin 45% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Free cash flow is negative (-$521m) — capital raises or debt issuance likely required; dilution / leverage risk.
STRLSterling Infrastructure, Inc.
Why now
Engineering & Construction · market cap $15.8b. Down 49% from 52-week high of $1005.68 — deep drawdown territory. Revenue growing +61% — in hypergrowth territory. PEG 0.95 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $905.33 (implying +75% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 49% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.89 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where CDLR and STRL diverge
On the headline score the gap is 3.6 points in favor of STRL. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityCDLR 51.2 · STRL 84.1STRL +32.9
- ValueCDLR 70.0 · STRL 44.6CDLR +25.4
- GrowthCDLR 100.0 · STRL 96.0CDLR +4.0
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.