Cardinal Infrastructure Group, Inc. (CDNL)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
$36.43+3.06%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-09-04
Research Workspace
Put CDNL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction & Engineering is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Adjusted EBITDA margin at least 20%: FY26 operating margin guide 17.0% vs 20.0% target.
View ThesisMiddle-of-the-pack management execution.
View ManagementThis stock is volatile — it swings about 4% on a typical day and fell roughly 63% in its worst 12-month stretch.
View RiskCDNL's growth depends on maintaining its revenue trajectory and managing margin pressures. Revenue guidance was raised to $880M-$900M after record Q2 sales, indicating strong growth. CDNL trades at 0.1× P/E versus a peer median of 41.5×, suggesting the price does not reflect its growth potential. The primary risk is the adjusted EBITDA margin, which is guided at 17.0%, below the 20.0% target. Peer multiples imply a price about 10% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. CDNL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering CDNL (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare CDNL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CDNL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction & Engineering — fair value, gap to price, and forward P/E.
Compare the value case
Put CDNL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase 2026 revenue guidance to $880M-$900M
Increased revenue guidance supports growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Threatens: Maintain adjusted EBITDA margin of 20%+
Margin pressure could hinder adjusted EBITDA margin objective.
Advances: Increase 2026 revenue guidance to $675M-$685M
Record revenue supports growth objective for 2026.
Advances: Complete acquisition of A.L. Grading Contractors
Acquisition supports growth objective and revenue guidance.