$LMB (-0.47%) is also promising in the infrastructure sector.
Limbach Holdings: The silent profiteer from infrastructure and building technology
Limbach Holdings (NASDAQ:LMB) is much less well known, although its business model is very understandable. The company plans, installs and maintains technical building systems, i.e. precisely the infrastructure that is essential in hospitals, industrial plants, data centers and other complex buildings.
The operating performance is particularly exciting here. The EBIT margin currently stands at 8.0%, following an average of just 5.2% in the previous five years. ROIC has risen to 17.0%, compared to a five-year average of 12.4%. The company is therefore not only operating more profitably today, but is also deploying capital more efficiently than before.
In addition, the growth story remains intact. Analysts expect EBIT growth of 17.8% per year over three years, while the sales forecast CAGR is 9.2%. Turnover is expected to rise from 646.8 million to 738.3 million dollars and then to 787.1 million dollars. EPS is expected to rise from 3.37 to 4.94 dollars.
Particularly important for a stock like this: the balance sheet looks manageable. Net debt to EBITDA is 0.60, liquidity is good and the Altman Z-score of 7.1 signals solid financial stability. Analysts even see the greatest potential in the field here: up 46% to 116.60 dollars
