COMPARE · Reviewed July 29, 2026
EME vs GVA
Verdict: Side-by-side breakdown using the Bull Rankings model. EME scored 77.1, GVA scored 69.6 — EME leads.
Compare another set
EME
EMCOR Group, Inc.
77.1
$802.28 · $35.7B
fundamentals as of
Score gap
7.5
EME leads
GVA
Granite Construction Incorporated
69.6
$114.33 · $5.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
EME
stronger →← stronger
GVA
82
Qualityreturns · margins · balance sheet
58
87
Growthrevenue & earnings expansion
71
64
Valuevaluation vs sector peers
82
EME is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EME
GVA
$1.1bC+
FCF
$302mC
+18.3%B+
Rev
+14.9%B+
0.13A-
D/E
1.29C
26.9xB
P/E
31.2xB
0.40A
PEG
0.15A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EME
GVA
102% above
Price vs fair valuelower is cheaper
11% above
~26%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-56%
1-yr DCF upside
-21%
-51%
5-yr DCF upside
-10%
-42%
10-yr DCF upside
+7%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EME
Why this score
- Durable high returns
GVA
No notable signals flagged.
The companies
EMEEMCOR Group, Inc.
Why now
Engineering & Construction · market cap $35.7b. 16% off the 52-week high of $951.96. Revenue growing +18%, comfortably above the S&P median. PEG 0.40 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $991.57 (implying +24% upside).
Moat
ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
GVAGranite Construction Incorporated
Why now
Engineering & Construction · market cap $5.0b. Down 29% from 52-week high of $162.08 — deep drawdown territory. Revenue growing +15%, comfortably above the S&P median. PEG 0.15 — paying under fair value for the growth rate. 6 sell-side analysts publish a mean 1-yr target of $169.00 (implying +48% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 163% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 31x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.