Sterling Infrastructure: Strong Growth Makes Valuation Attractive

Impact · against what's priced in

Sterling Infrastructure's massive Q2 growth and $7 billion backlog provide strong evidence of secular data center demand. The results suggest a significant valuation gap, with current pricing potentially underestimating the scale of the e-infrastructure pipeline.

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In context

Triple-digit adjusted EPS growth (116%) and a $7 billion backlog dominated by e-infrastructure provide concrete evidence of high-growth secular demand that justifies a valuation increase toward $645.

Read from the article alone

• earnings▲3%
• valuation
• data centers
• infrastructure
• STRL
• backlog
• e infrastructure

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