MasTec (MTZ)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-10-30
$186.06+4.63%
Close 2026-10-30 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-10-30
Research Workspace
Put MTZ beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction & Engineering is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Achieve 22% revenue growth in 2026: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 26% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 44%, softest on free-cash-flow margins.
View QualityManagement screens strong on earnings delivery, guidance credibility.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 61% in its worst 12-month stretch.
View RiskMTZ's case rests on infrastructure-market growth, supported by strong financial performance and cash-backed profits. Revenue growth slowed to 30% year over year in Q3 from 34% in Q1, despite another earnings beat. Q3 revenue grew 30% year over year, and non-GAAP earnings beat consensus by 4.6%. MTZ trades at 24× P/E versus the 38× peer median, and expectations look modest versus our view. However, the 2026 revenue-growth pillar needs review because its comparison is unverified. Our model puts the next-quarter miss probability near 29%. Peer multiples imply a price about 23% above where it trades; the thesis is on watch.
Trailing returns as of 2026-10-30. MTZ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering MTZ (as of Oct 2026).
Based on 12 Wall Street analysts offering 12-month price targets for MTZ in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MTZ Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction & Engineering — fair value, gap to price, and forward P/E.
Compare the value case
Put MTZ next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Deliver growth across infrastructure markets
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $186.06
The last 12 months of price, then the range of analyst 12-month targets from today’s $186.06.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Record backlog and expected gas-generation conversions support infrastructure growth and strengthen project visibility.
Advances: Achieve strong revenue growth in 2026
Earnings acceleration supports strong revenue growth objective.
Note offering may enhance capital allocation flexibility.
Advances: Maintain disciplined capital allocation and strong balance sheet
Improved balance sheet enhances capital allocation strategy.
Advances: Expand backlog and segment growth, especially Clean Energy
Clean Energy and acquisition support revenue growth objectives.
Price target cut indicates potential revenue growth concerns.
Advances: Achieve strong revenue growth in 2026
Strong revenue and EPS guidance supports growth objectives.
Threatens: Increase diluted EPS guidance for 2026
Missed EPS expectations could hinder guidance.