Centuri Holdings, Inc. (CTRI)vsSouthwest Gas Holdings Inc (SWX)
CTRI
Centuri Holdings, Inc.
$30.45
+1.06%
UTILITIES · Cap: $3.07B
SWX
Southwest Gas Holdings Inc
$85.82
-0.61%
UTILITIES · Cap: $6.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Centuri Holdings, Inc. generates 54% more annual revenue ($2.98B vs $1.94B). CTRI leads profitability with a 75.0% profit margin vs 22.7%. CTRI appears more attractively valued with a PEG of 1.01. SWX earns a higher WallStSmart Score of 57/100 (C).
CTRI
Buy56
out of 100
Grade: C
SWX
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-168.6%
Fair Value
$11.70
Current Price
$30.45
$18.75 premium
Margin of Safety
-289.0%
Fair Value
$22.10
Current Price
$85.82
$63.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 75 of every $100 in revenue as profit
Earnings expanding 175.2% YoY
19.7% revenue growth
Strong operational efficiency at 33.9%
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
ROE of 3.1% — below average capital efficiency
Operating margin of 4.6%
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
ROE of 6.1% — below average capital efficiency
Revenue declined 13.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CTRI
The strongest argument for CTRI centers on Profit Margin, EPS Growth, Revenue Growth. Profitability is solid with margins at 75.0% and operating margin at 4.6%. Revenue growth of 19.7% demonstrates continued momentum.
Bull Case : SWX
The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.7% and operating margin at 33.9%.
Bear Case : CTRI
The primary concerns for CTRI are Altman Z-Score, Return on Equity, Operating Margin. A P/E of 121.8x leaves little room for execution misses. Debt-to-equity of 1.81 is elevated, increasing financial risk.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
CTRI profiles as a growth stock while SWX is a declining play — different risk/reward profiles.
CTRI is growing revenue faster at 19.7% — sustainability is the question.
CTRI generates stronger free cash flow (66M), providing more financial flexibility.
Monitor UTILITIES - REGULATED GAS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SWX scores higher overall (57/100 vs 56/100), backed by strong 22.7% margins. Both earn "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 leading provider of essential infrastructure services for the utility sector, specializing in the installation and maintenance of energy and utility systems. With a comprehensive portfolio that includes pipeline installation and utility construction, the company plays a crucial role in advancing sustainable energy solutions across North America. Centuri emphasizes safety and sustainability while leveraging innovative technologies to optimize service delivery and operational efficiency. Its strategic partnerships and agile business model allow it to adeptly navigate the evolving utility landscape, positioning the company for sustained growth and value creation for its 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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