Centuri Holdings, Inc. (CTRI)vsSouthwest Gas Holdings Inc (SWX)
CTRI
Centuri Holdings, Inc.
$31.85
-4.39%
UTILITIES · Cap: $3.21B
SWX
Southwest Gas Holdings Inc
$90.93
+1.78%
UTILITIES · Cap: $6.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Centuri Holdings, Inc. generates 77% more annual revenue ($3.16B vs $1.78B). SWX leads profitability with a 26.1% profit margin vs 1.0%. CTRI appears more attractively valued with a PEG of 1.01. SWX earns a higher WallStSmart Score of 65/100 (B-).
CTRI
Buy59
out of 100
Grade: C
SWX
Strong Buy65
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 31.5% year-over-year
Earnings expanding 175.2% YoY
Strong operational efficiency at 37.9%
Keeps 26 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 20.9% YoY
Areas to Watch
Distress zone — elevated risk
ROE of 3.6% — below average capital efficiency
1.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Revenue declined 21.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CTRI
The strongest argument for CTRI centers on Revenue Growth, EPS Growth. Revenue growth of 31.5% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bull Case : SWX
The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 26.1% and operating margin at 37.9%.
Bear Case : CTRI
The primary concerns for CTRI are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 88.5x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
CTRI profiles as a hypergrowth stock while SWX is a declining play — different risk/reward profiles.
CTRI carries more volatility with a beta of 1.06 — expect wider price swings.
CTRI is growing revenue faster at 31.5% — sustainability is the question.
SWX generates stronger free cash flow (-47M), providing more financial flexibility.
Bottom Line
SWX scores higher overall (65/100 vs 59/100), backed by strong 26.1% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Centuri Holdings, Inc.
UTILITIES · UTILITIES - REGULATED GAS · USA
Centuri Holdings, Inc. is a premier infrastructure services provider focused on delivering essential utility solutions throughout North America. Specializing in the installation and maintenance of energy and utility systems, the company is instrumental in facilitating the shift towards sustainable energy practices, with a strong commitment to safety and environmental stewardship. By utilizing advanced technologies to drive operational efficiency, Centuri positions itself to respond adeptly to the evolving utility market. Through strategic partnerships and a robust business framework, Centuri is well-equipped to achieve significant growth and generate value for institutional investors.
Visit Website →Southwest Gas Holdings Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
Southwest Gas Holdings, Inc. purchases, distributes and transports natural gas in Arizona, Nevada and California. The company is headquartered in Las Vegas, Nevada.
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