SOLV Energy (MWH) Stock Insights
MWH price $22.42 -0.13 -0.58%
- Ticker
- MWH
- Price
- $22.42
- Change
- -0.13 -0.58%
- Market cap ?
- $2.77B
- P/E ?
- 51.23
- Forward P/E ?
- 20.72
- Dividend yield ?
- 0.00%
- Beta ?
- 2.15
- Sector
- Utilities
- Industry
- Renewable Utilities
- Stocklytics score
- 71
- Value
- 72
- Quality
- 60
- Growth
- 82
Stocklytics score rationale: value 72, quality 60, growth 82.
Financials
| 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|
| 2318265000 | 2100643000 | 1847803000 | 2490496000 |
SOLV Energy, Inc. provides infrastructure services to the power industry in the United States. It offers engineering, procurement, construction, testing, commissioning, operations, maintenance, and repowering services. The company engages in designing, building, and maintaining utility-scale solar and battery storage projects, and related transmission and distribution infrastructure.
Fair value
MWH fair value $44.85. Price $22.42. Price is 50% below fair value.
Around fair value, but less expensive than usual. A smaller premium than on 98% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 291.99M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 2.0). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 123.75M. Net debt 76.99M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-12 | — | 0.58 | — | 1.19B |
| 2026-08-13 | 0.30 | 0.24 | 951.00M | 723.13M |
| 2026-05-12 | -0.20 | 0.16 | 676.80M | 623.52M |
| 2026-03-19 | 0.18 | 0.29 | 793.63M | 792.21M |
| 2025-12-03 | 0.40 | — | 757.80M | — |
Dividends
Yield 0.00%. Payout ratio 22.25%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 22% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-27 | Stefanowicz Nancy | Buy | 1.78K | $50,000.00 | 88.80M |
| 2026-08-27 | McQuade Daniel P | Buy | 1.78K | $50,000.00 | 88.80M |
| 2026-08-27 | Jackson William C | Buy | 1.78K | $50,000.00 | 88.80M |
| 2026-08-27 | Stern Laura Ellen | Buy | 1.78K | $50,000.00 | 88.80M |
| 2026-08-27 | Abram J Adam | Buy | 1.78K | $50,000.00 | 88.80M |
| 2026-08-27 | Lerner Steven J. | Buy | 1.78K | $50,000.00 | 88.80M |
| 2026-08-19 | SOLV Energy Management Holdings LP | Sell | 1.33M | — | — |
| 2026-08-19 | SOLV Energy Management Holdings LP | Buy | 1.33M | — | — |
| 2026-08-19 | SOLV Energy Management Holdings LP | Sell | 1.33M | $27.77 | 36.93M |
| 2026-08-19 | Hershman George William | Sell | 233.05K | — | — |
| 2026-08-19 | Valleton Eric John | Sell | 33.16K | — | — |
| 2026-08-19 | Deters Kevin J. | Sell | 70.18K | — | — |
| 2026-08-19 | Grubb David Harold Jr. | Sell | 149.26K | — | — |
| 2026-08-19 | Stark Ronald B | Sell | 4.73K | — | — |
| 2026-08-19 | AMERICAN SECURITIES LLC | Buy | 3.07M | — | — |
| 2026-08-19 | AMERICAN SECURITIES LLC | Sell | 7.94M | $27.77 | 220.47M |
| 2026-08-19 | AMERICAN SECURITIES LLC | Sell | 3.07M | — | — |
| 2026-08-19 | AMERICAN SECURITIES LLC | Buy | 3.07M | — | — |
| 2026-08-19 | AMERICAN SECURITIES LLC | Sell | 7.94M | $27.77 | 220.47M |
| 2026-08-19 | AMERICAN SECURITIES LLC | Sell | 3.07M | — | — |
| 2026-08-19 | Pearson Brandi Michelle | Sell | 25.55K | — | — |
| 2026-08-19 | Plotkin Chad | Sell | 55.94K | — | — |
| 2026-08-19 | Kimball Helena Elisabeth | Sell | 11.34K | — | — |
| 2026-08-19 | Forman Adam S | Sell | 11.48K | — | — |
| 2005-11-16 | ELLIS ALEXANDER III | Sell | 4.56K | $12.22 | 55.71K |
| 2005-11-16 | ELLIS ALEXANDER III | Sell | 10.00K | $14.45 | 144.50K |
| 2005-11-11 | ELLIS ALEXANDER III | Sell | 43 | $14.19 | 610 |
| 2004-08-06 | D.B. ZWIRN & CO., L.P. | Other | 0 | — | — |
| 2003-04-28 | ELLIS ALEXANDER III | Buy | 10.00K | $14.45 | 144.50K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 179, holders +67 vs prior quarter. Ownership 64.26%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| AMERICAN SECURITIES LLC | 82.92M | -8.85M | -9.65% | 2.82B |
| BLACKROCK, INC. | 2.77M | 2.13M | +328.63% | 94.42M |
| ROBECO SCHWEIZ AG | 2.64M | 1.64M | +162.85% | 89.94M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 2.38M | 1.11M | +87.17% | 80.97M |
| FRED ALGER MANAGEMENT, LLC | 2.27M | 2.27M | New | 77.39M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.62M | 650.26K | +67.22% | 55.08M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.52M | 685.45K | +82.10% | 51.77M |
| BALYASNY ASSET MANAGEMENT L.P. | 1.47M | 874.93K | +146.52% | 50.12M |
| HANDELSBANKEN FONDER AB | 1.30M | 199.89K | +18.18% | 44.24M |
| JENNISON ASSOCIATES LLC | 1.17M | 303.93K | +35.14% | 39.80M |
| TWO SIGMA INVESTMENTS, LP | 1.04M | 780.78K | +306.25% | 35.27M |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 996.35K | 616.38K | +162.22% | 33.93M |
| JPMORGAN CHASE & CO | 923.81K | 923.81K | New | 32.71M |
| AVENTAIL CAPITAL GROUP, LP | 853.96K | 360.98K | +73.22% | 29.08M |
| SCOPUS ASSET MANAGEMENT, L.P. | 801.01K | 261.97K | +48.60% | 27.27M |
| UBS GROUP AG | 767.55K | 482.69K | +169.45% | 26.14M |
| YAUPON CAPITAL MANAGEMENT LP | 750.00K | 25.00K | +3.45% | 25.54M |
| ELECTRON CAPITAL PARTNERS, LLC | 749.39K | 28.09K | +3.89% | 25.52M |
| GEODE CAPITAL MANAGEMENT, LLC | 737.12K | 412.49K | +127.06% | 25.11M |
| FRANKLIN TEMPLETON INC | 715.34K | 133.83K | +23.01% | 24.36M |
| MILLENNIUM MANAGEMENT LLC | 695.53K | -392.76K | -36.09% | 23.68M |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 654.25K | 233 | +0.04% | 22.28M |
| POINT72 ASSET MANAGEMENT, L.P. | 590.48K | -1.39M | -70.12% | 20.11M |
| WEALTH HIGH GOVERNANCE ASSET MANAGEMENT LTDA. | 579.15K | 579.15K | New | 19.72M |
| DEUTSCHE BANK AG\ | 577.18K | -179.21K | -23.69% | 19.65M |
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