Solv Energy Inc (MWH)
NASDAQUtilitiesRenewable UtilitiesSnapshot 2026-09-04
$25.27+2.39%
Close 2026-09-04 · 1-day change
NASDAQUtilitiesRenewable UtilitiesSnapshot 2026-09-04
Research Workspace
Put MWH 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 →
Utilities is in steady. 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 — Maintain adjusted gross margin between 16.4% and 17.0% in FY26: FY26 GM guidance 15.9% vs 16.4% target.
View ThesisModerate volatility — typically moves about 3% a day.
View RiskMWH's revenue growth has to keep compounding to justify the price. Revenue grew 77% year over year, and the last quarter beat expectations. It trades at 2.0× price-to-sales versus a 2.9× peer median, indicating it looks expensive on this basis. The primary risk is a potential guidance cut, with a 49% miss probability for the next quarter. Peer multiples imply a price about 69% below where it trades. This read is provisional.
Trailing returns as of 2026-09-04. MWH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering MWH (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare MWH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MWH 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 7 valuation methods, at three horizons. As of 2026-09-06. 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 Renewable Electricity — fair value, gap to price, and forward P/E.
Compare the value case
Put MWH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
Raised guidance supports revenue growth expectations.
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.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve full-year 2026 revenue guidance of $3.87B to $3.97B
Record revenue supports 2026 revenue guidance.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
Revenue forecast exceeds management's guidance.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
Increased revenue outlook supports growth objectives for 2026.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
4GW project portfolio supports revenue growth objective.
Advances: Maintain adjusted gross margin of 16.4% to 17.0% for 2026
Higher price target indicates confidence in margin strength.
Stock offering may dilute shares and impact margins.
Advances: Achieve revenue guidance of $3.72B to $3.82B for 2026
Strong revenue growth aligns with revenue guidance.