Stock analysis · Bull Rankings model

MWH analysis

SOLV Energy, Inc.Utilities - Renewable. Scored on the same transparent model behind the daily rankings.

MWH
SOLV Energy, Inc. · Utilities - Renewable
FCF$368mC
Rev+34.8%A
D/E0.10A
P/E47.5xD
PEG1.13B+
72.0Score
$28.04$5.7B
1Y Target$45.18Analyst consensus · 11 analysts
5Y Target$66.15Compound horizon
10Y Target$98.13Long-dated conviction
FCF$368mTTM · 03/26
C
FCF $368m — modest; watch for margin expansion · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+34.8%FY YoY
A
Revenue +34.8% — hypergrowth, top decile · Computed from last two annual revenue figures (FY YoY).
D/E0.10
A
D/E 0.10 — least levered decile in Utilities (≈10th pctile)
P/E47.5x
D
P/E 47.5 — most expensive decile in Utilities (≈95th pctile)
PEG1.13est.
B+
PEG 1.13 — near fair value, classic Lynch benchmark (1.0) · PEG derived: P/E ÷ forward 1-year analyst EPS growth, because this name has no vendor-supplied PEG. Same earnings-growth basis as the reported figure on other rows.

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 72
Quality74.9
Growth95.2
Value86.6
Why this score
  • Short track record
Entry · Margin of safety
52-week rangeNear 52-week low
42% off the 12-month high
vs DCF fair value34% belowest. fair value ~$43
What the price assumes: free cash flow compounding at ~4% a year for the next decade — vs the ~25% a year our model projects from current growth and analyst estimates.

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
The bull case hinges on SOLV Energy’s rapid expansion of utility‑scale solar and battery storage EPC contracts, a segment that is exploding as utilities scramble to meet renewable mandates. Revenue is surging 34.8% YoY, free cash flow sits at a robust $368 m, and the company trades at a modest PE of 48.5× despite a 4.6% profit margin, leaving ample headroom for the 100‑point Growth pillar (our model scores Growth 100). The thesis rests on the continuation of this high‑growth trajectory, which will compound earnings and cash flow for years to come.
Moat
SOLV’s moat derives from its end‑to‑end services for utility‑scale solar and battery projects—design, construction, commissioning, and O&M—all under one contract. Utilities and independent power producers face high switching costs because re‑qualifying a new EPC partner erodes project timelines and incentives, giving SOLV pricing power and repeat business that competitors can’t quickly replicate.
Risk
The bear case centers on the lofty valuation: a PE of 48.5× is far above sector averages and assumes the reverse‑DCF implied 7% annual free‑cash‑flow growth for a decade, which outpaces the current 34.8% revenue growth and may be unrealistic if project pipelines slow. A modest debt‑to‑equity of 0.1 limits financial flexibility, and any slowdown in solar‑storage demand would compress margins, confirming the over‑optimistic pricing.
Horizon
1-3 yr $45.18 (11-analyst consensus) — fundamentals + valuation re-rating. 5 yr $66.15 at ~19% CAGR — compounding case rests on the competitive position widening. 10 yr $98.13 if current growth sustains into durable earnings power.
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.

MWH vs the Top Picks average

PillarMWHBook avgDiff
Quality0.750.84-0.09
Growth0.950.87+0.08
Value0.870.76+0.11

Averaged across the 30 names in today's Top Picks (mean score 81.5). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
+11.6 over 48 daily scores
From 60.4 (Jun 22) → 72.0 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Analyst estimate revisions

30-day change+11.2%
90-day change+11.7%
Forward EPS estimate$1.81

Over the last 90 days, what analysts expect MWH to earn is materially higher (+11.7%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →

Shares to buy
71
Position size
$1,991
4.0% of portfolio
Stop price
$21.03
25% below $28.04
$ at risk if stopped
$497.71
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

SOLV Energy, Inc. (MWH): score, valuation & FAQ

SOLV Energy, Inc. (MWH) is a Utilities - Renewable company that scores 72 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are Rev (A), D/E (A) and PEG (B+), while P/E (D) rate weaker. On valuation, MWH sits about 34% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 4% annual free-cash-flow growth over the next decade.

Is MWH a good stock to buy?

Bull Rankings scores MWH 72 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by Rev (A), D/E (A) and PEG (B+). A score is a quantitative screen of SOLV Energy, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does MWH score 72 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). MWH earns its highest marks on Rev (A), D/E (A) and PEG (B+), and is held back by P/E (D). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is MWH overvalued or undervalued?

Based on $28.04, MWH sits about 34% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 4% annual free-cash-flow growth over the next decade. It trades at a 47.5x P/E (graded D). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in MWH?

The bear case centers on the lofty valuation: a PE of 48.5× is far above sector averages and assumes the reverse‑DCF implied 7% annual free‑cash‑flow growth for a decade, which outpaces the current 34.8% revenue growth and may be unrealistic if project pipelines slow. A modest debt‑to‑equity of 0.1 limits financial flexibility, and any slowdown in solar‑storage demand would compress margins, confirming the over‑optimistic pricing.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.

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