COMPARE · Data as of August 21, 2026
MWH vs SRE
Verdict: Side-by-side breakdown using the Bull Rankings model. MWH scored 72.0, SRE scored 58.3 — MWH leads.
Compare another set
MWH
SOLV Energy, Inc.
72
$28.34 · $5.7B
fundamentals as of
Score gap
13.7
MWH leads
SRE
DBA Sempra
58.3
$82.89 · $54.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthMWH+34.8%
- Strongest balance sheetMWH0.10
- Highest qualityMWH75 / 100
- Largest discount to fair valueMWH-34%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
MWH
stronger →← stronger
SRE
75
Qualityreturns · margins · balance sheet
55
95
Growthrevenue & earnings expansion
60
87
Valuevaluation vs sector peers
59
MWH is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MWH
SRE
$368mC
FCF
-$5.8bF
+34.8%A
Rev
+3.1%C+
0.10A
D/E
0.85A-
48.0xD
P/E
—
1.17B+
PEG
0.77A-
—
P/S
4.5xC
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
MWH
SRE
34% below
Price vs fair valuelower is cheaper
—
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+15%
1-yr DCF upside
—
+51%
5-yr DCF upside
—
+125%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MWH
Why this score
- Short track record
SRE
The companies
MWHSOLV Energy, Inc.
Why now
Utilities - Renewable · market cap $5.7b. Down 41% from 52-week high of $48.40 — deep drawdown territory. Revenue growing +35% — in hypergrowth territory. 11 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $45.18 (implying +59% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
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. Trailing P/E 48x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 3.8% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
SREDBA Sempra
Why now
Utilities - Diversified · market cap $54.2b. 18% off the 52-week high of $101.04. PEG 0.77 — paying under fair value for the growth rate. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $104.62 (implying +26% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. $54.2b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Free cash flow is negative (-$5.8b) — capital raises or debt issuance likely required; dilution / leverage risk. ROE 6% 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.
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 MWH and SRE diverge
On the headline score the gap is 13.7 points in favor of MWH. The widest single difference is Growth, where MWH leads by 34.8 points.
- GrowthMWH 95.2 · SRE 60.4MWH +34.8
- ValueMWH 86.5 · SRE 59.4MWH +27.1
- QualityMWH 74.9 · SRE 55.2MWH +19.7
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.