COMPARE · Reviewed August 1, 2026
STRL vs TREX
Verdict: Side-by-side breakdown using the Bull Rankings model. STRL scored 70.1, TREX scored 71.1 — TREX leads.
Compare another set
STRL
Sterling Infrastructure, Inc.
70.1
$596.77 · $18.3B
fundamentals as of
Score gap
1.0
TREX leads
TREX
Trex Company, Inc.
71.1
$43.36 · $4.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
STRL
stronger →← stronger
TREX
83
Qualityreturns · margins · balance sheet
88
96
Growthrevenue & earnings expansion
56
43
Valuevaluation vs sector peers
73
TREX is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
STRL
TREX
$442mC
FCF
$226mC
+37.0%A
Rev
+5.4%C+
0.29A-
D/E
0.44B+
51.8xC
P/E
24.1xB+
0.85B+
PEG
1.00B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
STRL
TREX
196% above
Price vs fair valuelower is cheaper
60% above
~47%/yr
Growth the price implies10-yr FCF · lower = less priced in
~19%/yr
-74%
1-yr DCF upside
-42%
-66%
5-yr DCF upside
-37%
-52%
10-yr DCF upside
-30%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
STRL
Why this score
- Durable high returns
TREX
Why this score
- Buying back stock
- Durable high returns
The companies
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.
TREXTrex Company, Inc.
Why now
Building Products & Equipment · market cap $4.5b. Down 35% from 52-week high of $66.36 — deep drawdown territory. 18 sell-side analysts rate this a Buy with a mean 1-yr target of $52.94 (implying +22% 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. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 118% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.47 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.