COMPARE · Data as of August 21, 2026
LPX vs STRL
Verdict: Side-by-side breakdown using the Bull Rankings model. LPX scored 15.9, STRL scored 71.1 — STRL leads.
Compare another set
LPX
Louisiana-Pacific Corporation
15.9
$73.18 · $5.1B
fundamentals as of
Score gap
55.2
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 growthSTRL+60.8%
- Strongest balance sheetLPX0.22
- Highest qualitySTRL84 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
LPX
stronger →← stronger
STRL
48
Qualityreturns · margins · balance sheet
84
14
Growthrevenue & earnings expansion
96
6
Valuevaluation vs sector peers
45
STRL is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
LPX
STRL
-$21mF
FCF
$482mC
-14.3%D
Rev
+60.8%A
0.22A-
D/E
0.24A-
2.1xB
P/S
—
3.68D
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
LPX
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
LPX
Why this score
- Raising its dividend
STRL
Why this score
- Durable high returns
The companies
LPXLouisiana-Pacific Corporation
Why now
Building Products & Equipment · market cap $5.1b. Down 28% from 52-week high of $101.28 — deep drawdown territory. Revenue -14% — in contraction; any catalyst that reverses this triggers re-rating. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $92.23 (implying +26% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$21m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 95.0x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Revenue contracting -14% — the operational turn is not yet visible in the top line.
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 LPX and STRL diverge
On the headline score the gap is 55.2 points in favor of STRL. The widest single difference is Growth, where STRL leads by 81.9 points.
- GrowthLPX 14.1 · STRL 96.0STRL +81.9
- ValueLPX 5.9 · STRL 44.6STRL +38.7
- QualityLPX 47.9 · STRL 84.1STRL +36.2
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.