COMPARE · Reviewed August 1, 2026
GVA vs STRL
Verdict: Side-by-side breakdown using the Bull Rankings model. GVA scored 69.5, STRL scored 70.1 — STRL leads.
Compare another set
Different reporting periods. GVA's fundamentals are as of June 2026, but STRL's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
GVA
Granite Construction Incorporated
69.5
$120.97 · $5.3B
fundamentals as of
Score gap
0.6
STRL leads
STRL
Sterling Infrastructure, Inc.
70.1
$596.77 · $18.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
GVA
stronger →← stronger
STRL
48
Qualityreturns · margins · balance sheet
83
79
Growthrevenue & earnings expansion
96
88
Valuevaluation vs sector peers
43
STRL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GVA
STRL
$472mC
FCF
$442mC
+21.8%A-
Rev
+37.0%A
2.15C
D/E
0.29A-
1.1xA-
P/S
—
0.14A
PEG
0.85B+
—
P/E
51.8xC
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
GVA
STRL
25% below
Price vs fair valuelower is cheaper
196% above
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~47%/yr
+17%
1-yr DCF upside
-74%
+33%
5-yr DCF upside
-66%
+58%
10-yr DCF upside
-52%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GVA
No notable signals flagged.
STRL
Why this score
- Durable high returns
The companies
GVAGranite Construction Incorporated
Why now
Engineering & Construction · market cap $5.3b. Down 25% from 52-week high of $162.08 — deep drawdown territory. Revenue growing +22%, comfortably above the S&P median. PEG 0.14 — paying under fair value for the growth rate. 6 sell-side analysts publish a mean 1-yr target of $169.00 (implying +40% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 2.15 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -3.3%) — path to GAAP profitability is the core thesis risk. ROE -22% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
STRLSterling Infrastructure, Inc.
Why now
Engineering & Construction · market cap $18.3b. Down 41% from 52-week high of $1005.68 — deep drawdown territory. Revenue growing +37% — in hypergrowth territory. PEG 0.85 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $946.67 (implying +59% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 51.8x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.83 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.