STRL vs WMS
Sterling Infrastructure vs Advanced Drainage Systems — AI-powered side-by-side comparison
STRL
Sterling Infrastructure
64
Buy
VS
WMS
Advanced Drainage Systems
67
Buy
| Metric | STRL | WMS |
|---|
| AI Score |
64
|
67
|
| Price |
$546.78
|
$144.02
|
| P/E Ratio |
38.85×
|
24.69×
|
| ROE |
26.2%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.6%
|
37.6%
|
| Debt / Equity |
0.25×
|
24.57×
|
| Dividend Yield |
0.0%
|
0.5%
|
| RSI (14) |
38.6
|
47.4
|
| Beta |
1.829
|
1.262
|
| Expected Upside |
+83.9%
|
+1.1%
|
AI Committee View
Current Innellis committee reasoning for STRL versus WMS.
WMS leads by 3 points.
WMS scores 67/100 (Buy) versus STRL at 64/100 (Buy).
STRL Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 32.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 37.0% YoY -- genuine top-line momentum — Growth
- EPS growing 30.6% YoY — Growth
Bear Case
- P/E of 48.3 is expensive by classic value standards — Value
- Price-to-book of 8.5x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
WMS Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is price-to-book of 5.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 23.4% 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 5.5x prices in significant intangible value — Value