WallStSmart

Orion Group Holdings Inc (ORN)vsSterling Construction Company Inc (STRL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sterling Construction Company Inc generates 228% more annual revenue ($2.88B vs $879.91M). STRL leads profitability with a 12.0% profit margin vs 1.0%. ORN appears more attractively valued with a PEG of 0.62. STRL earns a higher WallStSmart Score of 69/100 (B-).

ORN

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 4.0Value: 5.0Quality: 6.5
Piotroski: 5/9Altman Z: 2.53

STRL

Strong Buy

69

out of 100

Grade: B-

Growth: 9.3Profit: 8.0Value: 4.3Quality: 7.0
Piotroski: 4/9Altman Z: 2.39

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ORN1 strengths · Avg: 8.0/10
PEG RatioValuation
0.628/10

Growing faster than its price suggests

STRL4 strengths · Avg: 9.5/10
Revenue GrowthGrowth
91.6%10/10

Revenue surging 91.6% year-over-year

EPS GrowthGrowth
141.4%10/10

Earnings expanding 141.4% YoY

Return on EquityProfitability
29.1%9/10

Every $100 of equity generates 29 in profit

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

Areas to Watch

ORN4 concerns · Avg: 3.0/10
Market CapQuality
$562.26M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.2%3/10

ROE of 5.2% — below average capital efficiency

Profit MarginProfitability
1.0%3/10

1.0% margin — thin

Operating MarginProfitability
0.4%3/10

Operating margin of 0.4%

STRL2 concerns · Avg: 2.0/10
P/E RatioValuation
76.9x2/10

Premium valuation, high expectations priced in

Price/BookValuation
24.4x2/10

Trading at 24.4x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : ORN

The strongest argument for ORN centers on PEG Ratio. Revenue growth of 14.7% demonstrates continued momentum. PEG of 0.62 suggests the stock is reasonably priced for its growth.

Bull Case : STRL

The strongest argument for STRL centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 91.6% demonstrates continued momentum. PEG of 1.47 suggests the stock is reasonably priced for its growth.

Bear Case : ORN

The primary concerns for ORN are Market Cap, Return on Equity, Profit Margin. A P/E of 63.1x leaves little room for execution misses. Thin 1.0% margins leave little buffer for downturns.

Bear Case : STRL

The primary concerns for STRL are P/E Ratio, Price/Book. A P/E of 76.9x leaves little room for execution misses.

Key Dynamics to Monitor

ORN profiles as a value stock while STRL is a growth play — different risk/reward profiles.

STRL carries more volatility with a beta of 1.82 — expect wider price swings.

STRL is growing revenue faster at 91.6% — sustainability is the question.

STRL generates stronger free cash flow (146M), providing more financial flexibility.

Bottom Line

STRL scores higher overall (69/100 vs 51/100) and 91.6% 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.

Orion Group Holdings Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Orion Group Holdings, Inc. is a construction company specializing in the construction, industrial and infrastructure sectors in the continental United States, Alaska, Canada and the Caribbean Basin. The company is headquartered in Houston, Texas.

Sterling Construction Company Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Sterling Construction Company, Inc., a construction company, engages in residential construction, specialty services, and heavy civil activities primarily in the southern United States, the Rocky Mountain states, California, and Hawaii. The company is headquartered in The Woodlands, Texas.

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