COMPARE · Reviewed July 2, 2026
EME vs MWA
Verdict: Side-by-side breakdown using the Bull Rankings model. EME scored 73.9, MWA scored 74.7 — MWA ahead by 0.7999999999999972.
EME
EMCOR Group, Inc.
73.9
$774.66
Score gap
0.7999999999999972
MWA leads
MWA
Mueller Water Products, Inc.
74.7
$24.97
The companies
EMEEMCOR Group, Inc.
Why now
Engineering & Construction · market cap $34.5b. 19% off the 52-week high of $951.96. Revenue growing +17%, comfortably above the S&P median. PEG 0.44 — paying under fair value for the growth rate. 7 sell-side analysts publish a mean 1-yr target of $1,000 (implying +29% 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.
MWAMueller Water Products, Inc.
Why now
Specialty Industrial Machinery · market cap $3.9b. 19% off the 52-week high of $31.00. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $31.00 (implying +24% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Base grades (each contributes ~14.3% of base composite)
| EME | Component | MWA |
|---|---|---|
| C+70 | FCF | C65 |
| B+85 | Rev | B80 |
| A-90 | D/E | B+85 |
| B80 | P/E or P/S | A-90 |
| A95 | PEG | B+85 |
| Supplemental signals · feed the score, not on the row card | ||
| B80 | FCF Yield | B80 |
| A95 | ROE | B+85 |
| 85 | Base composite | 81.7 |
Adjustments (signed deltas applied on top of base)
EME
GARP sweet spot (PEG <1, positive FCF)+1
analyst consensus bullish (70% buy/strong-buy)+2
DCF cross-check (avg upside -48%)-1
Total+2
MWA
DCF cross-check (avg upside -44%)-1
Total-1
DCF cross-check (per-share value vs. live price)
| EME upside | Horizon | MWA upside |
|---|---|---|
| -55% | 1Y | -47% |
| -49% | 5Y | -44% |
| -41% | 10Y | -41% |
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.