StockStory Picks MasTec as Mid-Cap to Watch, Advises Selling Wayfair and Verisk

Industry
โดย StockStory·Read original
Summary · why it matters

StockStory identifies MasTec as a mid-cap stock with a long growth runway, while recommending investors turn down Wayfair and Verisk. MasTec, an infrastructure construction company with a market cap of $27.96 billion, has seen its backlog grow by an average of 24.1% over the past two years and is expected to accelerate revenue growth to 18.2% in the next 12 months, with earnings per share increasing by 77.1% annually over the last two years. Wayfair, valued at $10.25 billion, has struggled with a 2.5% decline in active customers and a gross margin of 30.2%, with anticipated sales growth of just 5.2% for the next year. Verisk, with a market cap of $23.85 billion, posted only 1.9% annual revenue growth over the past five years and earnings per share growth of 9.3% annually over the last two years, underperforming its sector.

Impact on stocks 3

Energy Transition & Power Demand · 1 stocks
MasTec Inc
MTZ
▲ PositiveDemandrelevance

Backlog growth of 24.1% over two years indicates strong end-customer demand for infrastructure services.

Climate Adaptation & Water · 1 stocks
Verisk Analytics Inc
VRSK
▼ NegativeCapitalrelevance

Analyst recommendation to sell based on low revenue growth (1.9% annually) and underperformance.

Consumer Discretionary · 1 stocks
Wayfair Inc
W
▼ NegativeDemandrelevance

Declining active customers (-2.5%) and low expected sales growth (5.2%) signal weak demand.