Added to YB: 2026-03-23
Pitch date: 2026-03-19
PWR [bullish]
Quanta Services, Inc.
Author Info
Daniel's Deep Dive shares fundamental stock analyst uncovering quality companies & long-term compounders through deep research — giving you actionable insights for informed investing. Sign up for the newsletter.
Company Info
Quanta Services, Inc. offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries.
Market Cap
$86.5B
Pitch Price
N/A
Price Target
765.00
Dividend
0.08%
EV/EBITDA
22.12
P/E
84.99
EV/Sales
3.25
Sector
Construction and Engineering
Category
growth
GE Vernova (GEV)
PWR: Grid build-out play. Self-performs 85%+ of work, giving labor/execution edge over peers. Higher margins than E&C comps justify premium valuation. Exposed to transmission, distribution, gas gen, data center power infra. Strong backlog conversion potential. Jefferies $765 PT implies 33% upside from $577. Risk: 31x 2028 EPS rich, warranty exposure, project timing volatility. Bullish into Mar 31 Analyst Day.
Read full article (4 min)