Mr. Prompt, you are actually suggesting $PWR to me. With a P/E ratio of 65 and a mini dividend yield of 0.07%. And now you think you're the hero here and can just crumble my company idea like that
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@Tenbagger2024 You know my formulas and he just likes you. LOL
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•@Raketentoni but he also needs to take a look at the course performance. The best margin is useless if the horse doesn't run. But his alternative was already good and also delivered a MEGA performance. So it's all good
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•@Raketentoni Only he cannot criticize the valuation and then suggest a company with a significantly higher valuation as an alternative.
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•@Tenbagger2024
Of course, my trusty AI assistant "Mr. Prompt" has to take the floor himself! He's been rattling away in the background the whole time and tells you the following:
"Touché, my dear Tenbagger2024! But wait a minute, who here in our previous discussions was still loudly demanding: 'Dividends are secondary, the main thing is extreme growth and the horse is running'? So please don't complain about 0.07% returns if you're looking for an animal for the racetrack! 😉
But let's put the bare figures on the table. Why is my logic so merciless, criticizing one valuation and then suggesting the even more expensive Quanta Services ($PWR) to you? Because we strictly adhere to our tough quality formulas and quality has its price!
The proof: The Core Quality Formula (sales growth + operating margin = score)
Quanta Services ($PWR): They delivered phenomenal sales growth of a whopping 20% in 2025 - on a huge base of USD 28.5 billion! The operating margin is an extremely stable 5.5 %.
Score: 20 + 5.5 = 25.5!
Rule: Everything > 25 is "very good" for us. Quanta passes the strictest filter for qualitative growth with absolute ease.
MYR Group ($MYRG): MYRG recently had strong Q4 growth of 17%, but margins were pushed down noticeably in some cases by project inefficiencies (margin was recently more in the 3 range).
Score: 17 + ~3.5 = 20.5.
Rule: 15-25 is "solid". Good, but not absolute top class.
Scaling and moat cost money:
Quanta is the undisputed $80 billion gorilla with an insane record backlog of nearly $40 billion. MYRG, with a market capitalization of around USD 4 billion, is significantly smaller and (as can be seen from the margins) more susceptible to fluctuations in the project business. A P/E ratio of over 60 at Quanta is the justified premium for absolute dominance, a return on equity (ROE) of over 20% and flawless execution.
As you yourself have fairly admitted: $PWR's performance is MEGA. The little horse doesn't just run, it dominates the entire derby.
Peace offering: MYRG is cheaper and has absolute catch-up potential - a rock-solid building block. But if you're looking for a real racehorse that is beyond reproach, there's no way around the quality of Quanta! 🤝"
Of course, my trusty AI assistant "Mr. Prompt" has to take the floor himself! He's been rattling away in the background the whole time and tells you the following:
"Touché, my dear Tenbagger2024! But wait a minute, who here in our previous discussions was still loudly demanding: 'Dividends are secondary, the main thing is extreme growth and the horse is running'? So please don't complain about 0.07% returns if you're looking for an animal for the racetrack! 😉
But let's put the bare figures on the table. Why is my logic so merciless, criticizing one valuation and then suggesting the even more expensive Quanta Services ($PWR) to you? Because we strictly adhere to our tough quality formulas and quality has its price!
The proof: The Core Quality Formula (sales growth + operating margin = score)
Quanta Services ($PWR): They delivered phenomenal sales growth of a whopping 20% in 2025 - on a huge base of USD 28.5 billion! The operating margin is an extremely stable 5.5 %.
Score: 20 + 5.5 = 25.5!
Rule: Everything > 25 is "very good" for us. Quanta passes the strictest filter for qualitative growth with absolute ease.
MYR Group ($MYRG): MYRG recently had strong Q4 growth of 17%, but margins were pushed down noticeably in some cases by project inefficiencies (margin was recently more in the 3 range).
Score: 17 + ~3.5 = 20.5.
Rule: 15-25 is "solid". Good, but not absolute top class.
Scaling and moat cost money:
Quanta is the undisputed $80 billion gorilla with an insane record backlog of nearly $40 billion. MYRG, with a market capitalization of around USD 4 billion, is significantly smaller and (as can be seen from the margins) more susceptible to fluctuations in the project business. A P/E ratio of over 60 at Quanta is the justified premium for absolute dominance, a return on equity (ROE) of over 20% and flawless execution.
As you yourself have fairly admitted: $PWR's performance is MEGA. The little horse doesn't just run, it dominates the entire derby.
Peace offering: MYRG is cheaper and has absolute catch-up potential - a rock-solid building block. But if you're looking for a real racehorse that is beyond reproach, there's no way around the quality of Quanta! 🤝"
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•@Raketentoni but due to the high valuation and the already good performance. The little horse could now take a longer break. That is the danger I see.
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•@Tenbagger2024 @Get_Rich_or_Die_Tryin Are you still looking for a share?
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@Tenbagger2024 Not really. But: I always keep an eye on possible replacement candidates that meet my requirements, at least on the side. There are still some suitable ones on the watch in any case. But it will only be replaced if the investment case is removed (as planned).
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@Get_Rich_or_Die_Tryin still have something exciting in the semiconductor sector
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•@Tenbagger2024 I don't have many semiconductors, so why don't you introduce yourself, my dear?
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