Construction - Special Trade Contractors stocks: intrinsic value, ROIC & growth
14 U.S. construction - special trade contractors companies with at least three years of SEC filings, ranked by size. 3 of the 7 with a current price trade below their Graham intrinsic value. The median company earned a 7.4% average return on invested capital and grew revenue 12.2% a year.
Updated October 18, 2026
14companies
3below Graham value
7.4%median 10-yr ROIC
12.2%median revenue CAGR
Most undervalued construction - special trade contractors stocks
| Ticker | Company | Upside | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| LMB | Limbach Holdings, Inc. | +120% | $48.69 | $107.29 | 55% below | $588.2M | 15.3% | 3.6% |
| AMRC | Ameresco, Inc. | +82% | $19.50 | $35.54 | 45% below | $1.0B | 7.4% | 12.2% |
Highest-ROIC construction - special trade contractors stocks
| Ticker | Company | 10-yr ROIC | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| AGX | ARGAN INC | 16.7% | $345.56 | $205.88 | 68% above | $4.9B | 16.7% | 3.8% |
| LMB | Limbach Holdings, Inc. | 15.3% | $48.69 | $107.29 | 55% below | $588.2M | 15.3% | 3.6% |
| BLD | TopBuild Corp | 14.5% | — | $607.18 | — | — | 14.5% | 13.4% |
| AMRC | Ameresco, Inc. | 7.4% | $19.50 | $35.54 | 45% below | $1.0B | 7.4% | 12.2% |
| BBCP | Concrete Pumping Holdings, Inc. | 6.2% | $9.08 | — | — | $478.4M | 6.2% | 5.6% |
All construction - special trade contractors stocks
| Ticker | Company | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|
| BLD | TopBuild Corp | — | $607.18 | — | — | 14.5% | 13.4% |
| LGN | Legence Corp. | $43.53 | — | — | — | 6.2% | 25.7% |
| AGX | ARGAN INC | $345.56 | $205.88 | 68% above | $4.9B | 16.7% | 3.8% |
| RUN | Sunrun Inc. | $7.30 | $35.55 | 79% below | $1.9B | -8.6% | 23.1% |
| AMRC | Ameresco, Inc. | $19.50 | $35.54 | 45% below | $1.0B | 7.4% | 12.2% |
| LMB | Limbach Holdings, Inc. | $48.69 | $107.29 | 55% below | $588.2M | 15.3% | 3.6% |
| BBCP | Concrete Pumping Holdings, Inc. | $9.08 | — | — | $478.4M | 6.2% | 5.6% |
| CNTM | ConnectM Technology Solutions, Inc. | $4.45 | — | — | $321.8M | 55.2% | 34.0% |
| MTRX | MATRIX SERVICE CO | $10.02 | — | — | $278.2M | -263.1% | -5.8% |
| SMXT | SolarMax Technology, Inc. | $4.91 | $0.33 | 1388% above | $245.4M | 78.7% | 26.7% |
| RHNO | RHINO BITCOIN INC. | $8.90 | — | — | $59.4M | -199.2% | 89.9% |
| SUNE | SUNation Energy, Inc. | $2.05 | $0.39 | 426% above | $5.1M | -24.9% | -3.5% |
| PTOS | P2 Solar, Inc. | $0.01 | — | — | $739.3K | 89.0% | -29.6% |
| CETX | CEMTREX INC | $1.72 | $0.07 | 2357% above | $227.7K | -9.0% | -2.2% |
Stock lists
Undervalued Stocks Below Graham Intrinsic Value
Highest ROIC Stocks (10-Year Average)
Highest Free Cash Flow Yield Stocks
Fastest-Growing Stocks by 10-Year Revenue