MasTec Inc (MTZ)vsS&P Global Inc (SPGI)
MTZ
MasTec Inc
$433.28
-0.97%
INDUSTRIALS · Cap: $32.90B
SPGI
S&P Global Inc
$423.57
-0.07%
FINANCIAL SERVICES · Cap: $126.11B
Smart Verdict
WallStSmart Research — data-driven comparison
S&P Global Inc generates 3% more annual revenue ($15.73B vs $15.28B). SPGI leads profitability with a 30.4% profit margin vs 3.0%. SPGI appears more attractively valued with a PEG of 1.49. SPGI earns a higher WallStSmart Score of 71/100 (B).
MTZ
Buy58
out of 100
Grade: C
SPGI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.8%
Fair Value
$190.97
Current Price
$433.28
$242.31 premium
Intrinsic value data unavailable for SPGI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.5% year-over-year
Earnings expanding 508.0% YoY
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 44.3%
Large-cap with strong market position
Earnings expanding 32.5% YoY
Generating 1.0B in free cash flow
Areas to Watch
Trading at 10.4x book value
3.0% margin — thin
Operating margin of 3.7%
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MTZ
The strongest argument for MTZ centers on Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : SPGI
The strongest argument for SPGI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.4% and operating margin at 44.3%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : MTZ
The primary concerns for MTZ are Price/Book, Profit Margin, Operating Margin. A P/E of 82.7x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
MTZ profiles as a hypergrowth stock while SPGI is a mature play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.80 — expect wider price swings.
MTZ is growing revenue faster at 34.5% — sustainability is the question.
SPGI generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (71/100 vs 58/100), backed by strong 30.4% margins and 10.4% revenue growth. 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.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
Visit Website →S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
Visit Website →Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?