EME
EMCOR Group, Inc.
Materials • CIK 0000105634
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Market Cap
$33.02B
P/E (TTM)
24.7x
Rev Growth (TTM)
+18.3%
Net Margin (TTM)
7.5%
FCF Yield (TTM)
3.3%
FCF Margin (TTM)
6.1%
Filings your agent reads
Primary-source SEC disclosures, read end-to-end — every figure traceable to its filing.
8-KJun 20262026-06-04source
8-KEarnings2026-04-29source
10-QQ1 20262026-04-29source
8-KEarnings2026-02-26source
10-KFY 20252026-02-26source
Point your agent at EME and it navigates these the same way — citing each number back to the filing.
Cash Flow Health
Free Cash Flow7/8 positive
TTM$1.1B
Q1 '26
$-28M-106%
Q4 '25
$492M+10%
FCF Margin
TTM6.1%
Q1 '26-0.6%-106%
Sector: 0.3%Above Avg
OCF Margin6.7%
OCF/NI0.89x
CapEx Coverage10.4x
FCF Yield3.3%
FCF Growth (2Y)+34%
Cash Conversion Cycle
57 days
DSO: 86+DIO: 0−DPO: 29
Capital Allocation & Returns
Growth Focused
Total Shareholder YieldTTM
TTM1.5%
Div Yield0.2%
+Buyback (TTM)1.4%
Prioritizing reinvestment over distributions
Dividend & Payout Metrics
Dividend Yield (TTM)0.2%
FCF Payout Ratio4.8%
Free Cash Flow (TTM)$1.1B
Stock Repurchases (TTM)$448.5M
Capital Return / FCF46.3%
Est. Dividends Paid (TTM)$51.4M
Shows how management rewards shareholders
Operational Efficiency & Returns
Return on Invested CapitalTTM
32.9%
Stable
+0.0% YoY+1.7%
P25MedianP75
75th pctl (med: 0.0%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
7.5%
8Q: 7.0%
Asset Turnover
2.02x
8Q: 2.02x
Leverage (1+D/E)
1.00x
D/E: 0.00x
DuPont: 15.2% ≈ 32.9% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
72.62x
8Q:73.01x
-214.0%
Invested Cap Turn
4.39x
8Q:4.47x
-29.5%
CapEx Intensity
2.9%
8Q:2.7%
CapEx/Depreciation
0.59x
Asset-based ROIC formula
Valuation Analysis
Fair Value
Price-to-EarningsTTM
24.7x
Volatile
8Q: 72.6x+2546%
Valuation Lenses
Earnings
24.7x
vs – sector
Cash Flow
29.9x
EV/FCF vs –
Growth-Adj
0.8xPEG
Undervalued for growth
Quality-Adj
0.8P/E per %ROIC
ROIC: 32.9%
Shareholder Returns
Dividend
0.2%
Buyback
1.4%
Total Yield
1.5%
Market Cap$33.02B
EV$32.27B
Multi-angle valuation analysis with sector context
Business Quality & Moat
Overall Quality Score
90/100
Exceptional
Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)
Returns on Capital
Return on Equity (ROE)Top 10%
39.7%
8Q:–
Return on Invested Capital (ROIC)Top 25%
32.9%
8Q:–
Flat
vs Sector:0.0%
DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)
NOPAT Margin: 7.5%
Asset Turnover: 2.02x
Earnings Quality
Cash Conversion
0.89x
OCF / Net Income
FCF Consistency
–
Positive quarters
Competitive Moat Indicators
Pricing Power
Gross Margin19.3%
Capital Efficiency
Invested Capital Turnover4.39x
Working Capital
Cash Conversion Cycle57 days
Growth Quality & Momentum
Quality Growth
Growth Quality Score
78/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%
Growth Rates
Revenue Growth YoY
18.3%
OpInc Growth YoY
26.7%
EPS Growth YoY
31.7%
FCF 3Y CAGR
34.0%
Growth Quality Analysis
✓Efficient Growth: Free cash flow growing faster than revenue
✓Sustainability Index: 7.5/10 - Highly sustainable growth
Margin Quality & Sustainability
Moderate
Profitability Cascade
Gross
19.3%
Operating
10.1%
Above Avg in sector
Net
7.5%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
—
FCF vs Net Gap
-1.5 pts
FCF: 6.1% | Net: 7.5%
Quality = stability + cash conversion + low dilution
Balance Sheet & Solvency
Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $916.42M
Interest Coverage
–
+Net cash position: $916.42M
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis