Willdan: Vertically Integrated Grid Moat [Seeking Alpha]
Willdan Group, Inc. (WLDN)
Last willdan group, inc. earnings: 3/5 04:05 pm
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US:NASDAQ Investor Relations:
ir.willdangroup.com/investor-relations
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Source: Seeking Alpha
WLDN's architect-to-builder model secures recurring, high-margin revenue, with organic net revenue growth at 20% Y/Y and EBITDA margins expanding to 24.4%. Labor Beta is the main risk: 82% of contracts are capped, exposing margins to hyper-inflationary engineering labor costs if wage inflation outpaces contract escalators. I project a 48% price upside to $188.5/share, supported by strong FCF growth, APG integration, and undervaluation relative to growth and EBITDA metrics. Just_Super/E+ via Getty Images I have a Strong Buy rating for Willdan Group ( WLDN ) stock. To back this up, my thesis is that Willdan is vertically integrated and arbitraging the Regulatory Lag in U.S. grid modernization. By authoring the load growth studies (via E3) that This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article
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News
- Wedbush Sees Expanding Infrastructure and Energy Demand Driving Willdan Group's (WLDN) Upside [Yahoo! Finance]Yahoo! Finance
- Willdan Announces Date of Fourth Quarter and Fiscal Year 2025 Earnings Release and Conference CallBusiness Wire
- New Partnership Connects LoadSEER Forecasting and envelio's Intelligent Grid Platform for Next Generation Utility Planning [Yahoo! Finance]Yahoo! Finance
- Why Willdan Group, Inc. (NASDAQ:WLDN) Could Be Worth Watching [Yahoo! Finance]Yahoo! Finance
- Willdan Group (NASDAQ:WLDN) had its "outperform" rating reaffirmed by analysts at Wedbush.MarketBeat