EME vs NOC
Emcor vs Northrop Grumman — AI-powered side-by-side comparison
VS
NOC
Northrop Grumman
60
Buy
| Metric | EME | NOC |
|---|
| AI Score |
63
|
60
|
| Price |
$763.80
|
$550.21
|
| P/E Ratio |
23.13×
|
17.20×
|
| ROE |
34.6%
|
25.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
19.7%
|
20.1%
|
| Debt / Equity |
0.00×
|
0.91×
|
| Dividend Yield |
0.2%
|
1.7%
|
| RSI (14) |
26.5
|
33.3
|
| Beta |
1.147
|
-0.108
|
| Expected Upside |
+5.3%
|
+0.4%
|
AI Committee View
Current Innellis committee reasoning for EME versus NOC.
EME leads by 3 points.
EME scores 63/100 (Buy) versus NOC at 60/100 (Buy).
EME Committee View
67% agreement
6 analysts
The primary driver is eps growing 33.4% yoy. The main limiting factor is p/e of 25.7 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 38.5% shows genuine earnings power backing the valuation — Value
- EPS growing 33.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 25.7 is moderate-to-rich — Value
- Price-to-book of 7.5x prices in significant intangible value — Value
- RSI at 26 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
NOC Committee View
60% agreement
5 analysts
Positive signals support the current rating — 5 consecutive earnings beats -- consistent execution. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 26.6% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 4.9x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical