What is EME's Intrinsic value?

EMCOR Group Inc (EME) Intrinsic Value Analysis

Executive Summary

As of December 15, 2025, EMCOR Group Inc's estimated intrinsic value ranges from $164.63 to $1248.45 per share, depending on the valuation methodology applied.

Valuation Method Fair Value (USD) Implied Upside/Downside
Discounted Cash Flow (10Y) $1248.45 +100.2%
Discounted Cash Flow (5Y) $853.13 +36.8%
Dividend Discount Model (Multi-Stage) $747.09 +19.8%
Dividend Discount Model (Stable) $295.50 -52.6%
Earnings Power Value $164.63 -73.6%

Is EMCOR Group Inc (EME) undervalued or overvalued?

With the current market price at $623.65, the stock appears to be significantly undervalued.

Understanding Intrinsic Value

Intrinsic value represents the "true" worth of a company based on its fundamentals rather than market sentiment. We've employed multiple methodologies to triangulate EMCOR Group Inc's intrinsic value, including:

  1. Discounted Cash Flow (DCF): Values the company based on projected future cash flows
  2. Dividend Discount Model (DDM): Values the company based on expected future dividend payments
  3. Earnings Power Value (EPV): Values the company based on its current earnings power, assuming no growth

Weighted Average Cost of Capital (WACC)

The cost of capital is a critical factor in valuation models, representing the required return for investors.

WACC Component Low High
Long-term bond rate 3.9% 4.4%
Equity market risk premium 4.6% 5.6%
Adjusted beta 1.22 1.29
Cost of equity 9.5% 12.1%
Cost of debt 4.5% 16.7%
Tax rate 27.4% 27.5%
Debt/Equity ratio 0 0
After-tax WACC 9.5% 12.1%

Valuation Methods

1. Discounted Cash Flow (DCF) Valuation

Our DCF model projects cash flows over 5-year and 10-year horizons, with the following key assumptions:

  • Forecast Period: 5-year DCF and 10-year DCF
  • Terminal Growth Rate: 0.0% (range: 3.0% - 5.0%)
  • Discount Rate: 10.8% (range: 0.0% - 9.3%)

Key Projections:

  • Revenue growth from $14,566 (FY12-2024) to $32,975 (FY12-2034)
  • Net profit margin expansion from 7% to 22%
  • Capital expenditures maintained at approximately 0% of revenue
DCF Model Fair Value Enterprise Value % from Terminal Value
5-Year Growth $853 $37,546M 75.1%
10-Year Growth $1,248 $55,244M 57.6%
5-Year EBITDA $1,389 $61,532M 84.8%
10-Year EBITDA $1,792 $79,592M 70.6%

2. Dividend Discount Model (DDM)

The DDM values a company based on its expected future dividend payments. We used two approaches:

Multi-Stage DDM:

  • Current payout ratio: 4.0%
  • Stable payout ratio: 90.0%
  • Growth transition: 5 years
  • Cost of equity: 10.8%
  • Long-term growth rate: 3.0%
  • Fair value: $747.09 (19.8% from current price)

Stable DDM:

  • Stable payout ratio: 70% (Low) to 90% (High)
  • Cost of equity: 12.1% (Low) to 9.5% (High)
  • Long-term growth rate: 2.0% (Low) to 4.0% (High)
  • Fair value range: $175 to $416
  • Selected fair value: $295.50 (-52.6% from current price)

3. Earnings Power Value (EPV)

EPV assesses a company's value based on its current normalized earnings power, assuming no growth.

EPV Component Value
Normalized Earnings $714M
Discount Rate (WACC) 12.1% - 9.5%
Enterprise Value $5,895M - $7,548M
Net Debt $(649)M
Equity Value $6,544M - $8,197M
Outstanding Shares 45M
Fair Value $146 - $183
Selected Fair Value $164.63

Key Financial Metrics

Metric Value
Market Capitalization $27921M
Enterprise Value $27272M
Trailing P/E 24.70
Forward P/E 16.92
Trailing EV/EBITDA 15.40
Current Dividend Yield 16.24%
Dividend Growth Rate (5Y) 25.12%
Debt-to-Equity Ratio 0.00

Investment Decision Framework

To determine the most reliable intrinsic value estimate, we weigh each valuation method based on:

  1. Forecast Certainty: DCF methods rely on long-term projections, while earnings power value focuses on current normalized earnings
  2. Business Model Alignment: Dividend models are more appropriate for mature companies with established dividend policies
  3. Historical Accuracy: How well each method has predicted fair value historically

Valuation Weight Matrix

Valuation Method Weight Weighted Value
Discounted Cash Flow (10Y) 30% $374.54
Discounted Cash Flow (5Y) 25% $213.28
Dividend Discount Model (Multi-Stage) 20% $149.42
Dividend Discount Model (Stable) 15% $44.33
Earnings Power Value 10% $16.46
Weighted Average 100% $798.02

Investment Conclusion

Based on our comprehensive valuation analysis, EMCOR Group Inc's intrinsic value is $798.02, which is approximately 28.0% above the current market price of $623.65.

Key investment considerations:

  • Strong projected earnings growth (7% to 22% margin)
  • Consistent cash flow generation
  • Conservative capital structure (Debt/Equity of 0.00)
  • Historical dividend growth of 25.12%

Given these factors, we believe EMCOR Group Inc is currently significantly undervalued with the potential for long-term appreciation based on the company's growth trajectory and financial strength.