Primoris Services Corporation

Primoris Services Corporation

PRIMยทNASDAQ

$135.69

+2.8%
IndustrialsEngineering & Construction

Primoris Services Corporation, a specialty contractor company, provides a range of construction, fabrication, maintenance, replacement, and engineering services in the United States and Canada. It operates through three segments: Utilities, Energy/Renewables, and Pipeline Services. The Utilities segment offers installation and maintenance services for new and existing natural gas distribution systems, electric utility distribution and transmission systems, and communications systems. The Energy/Renewables segment provides a range of services, including engineering, procurement, and construction, as well as retrofits, highway and bridge construction, demolition, site work, soil stabilization, mass excavation, flood control, upgrades, repairs, outages, and maintenance services to renewable energy and energy storage, renewable fuels, petroleum, refining, and petrochemical industries, as well as state departments of transportation. The Pipeline Services segment offers a range of services comprising pipeline construction, maintenance, facility, and integrity services; installation of compressor and pump stations; and metering facilities for entities in the petroleum and petrochemical industries, as well as gas, water, and sewer utilities. The company was founded in 1960 and is headquartered in Dallas, Texas.

At a Glance

Live Snapshot
Market Cap$7.33B
EPS3.3700
P/E Ratio40.26
Earnings Date02/23/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is elevated (P/E 40.3).

Valuation inputs: P/E 40.3, earnings yield +2.5%, momentum +2.8%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is acceptable (ROE +12.8%, ROIC +8.3%).

Profitability stack: net margin +2.8%, ROE +12.8%, ROIC +8.3%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +66.4%, momentum +2.8%, net margin +2.8%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

prim

Primoris Services Corporation Market vs Earnings Trajectory

PRIM ยท NASDAQ

Loading price and EPS data...

Primoris Services Corporation

Primoris Services Corporation Fair Value Envelope

PRIM ยท NASDAQ

Our analysis suggests that PRIM has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $135.69, this represents a potential HIDDEN relative to our calculated worth for Primoris Services Corporation.

Intrinsic Value
Current Price: $135.69
3Y+54.0%
5Y+108.0%
10Y+375.0%
3Y+82.0%
5Y+105.0%
10Y+230.0%
3Y+56.0%
5Y+120.0%
10Y+391.0%
3Y+537.0%
5Y+327.0%
10Y+951.0%
3Y-806.0%
5Y+1461.0%
10Y-2139.0%
3Y+65.0%
5Y+129.0%
10Y+271.0%
Primoris Services Corporation

Primoris Services Corporation Profit Bridge

PRIM ยท NASDAQ
Revenue6.37B
Cost of Goods Sold (5.66B)
Gross Profit703.25M
Operating Expenses (385.79M)
Operating Income317.45M
Interest Expense (65.31M)
Other Income/Expense-62.53M
Pretax Income254.92M
Income Tax (74.03M)
Net Income180.89M
Net Income
180.89M

Profitability Analysis

Gross Margin

11.0%

Thin margins leave little room for error. Cost management and pricing strategy are critical.

Operating Margin

5.0%

Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.

Net Profit Margin

2.8%

Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.

Effective Tax Rate

29.0%

Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.

Profitability Insight

Efficient profit conversion: Minimal margin compression from gross to net indicates lean operations and favorable tax/interest environment.

11.05%
Gross Profit Margin
7%
3Y-7.0%
5Y+4.0%
10Y-3.0%
4.99%
Operating Profit Margin
13%
3Y+2.0%
5Y+10.0%
10Y+42.0%
2.84%
Net Profit Margin
29%
3Y-14.0%
5Y+7.0%
10Y+49.0%
12.83%
Return on Equity
26%
3Y+10.0%
5Y-2.0%
10Y+68.0%
4.31%
Return on Assets
31%
3Y-5.0%
5Y-4.0%
10Y+32.0%
8.28%
Return on Invested Capital
23%
3Y+22.0%
5Y+6.0%
10Y+55.0%
PRIM

Primoris Services Corporation Cash Conversion Engine

PRIM ยท NASDAQ
Net Income180.89M
Depreciation & Amortization95.52M
Stock-Based Compensation15.13M
Change in Working Capital255.85M
Others-39.08M
Capital Expenditures-126.56M
Free Cash Flow381.76M

Cash Flow Quality Analysis

FCF Conversion Rate

211.0%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

24.9%

Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.

FCF Growth Trend

+299.5%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

+$255.85M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.

prim

Primoris Services Corporation Funding & Solvency Profile

PRIM ยท NASDAQ
Cash & Cash Equivalents437.31M
Net Receivables1.95B
Inventory52.43M
Other Current Assets128.32M
Total Current Assets3 B
Property, Plant & Equipment1.01B
Goodwill & Intangible Assets1.05B
Long-Term Investments0.00
Other Non-Current Assets18.38M
Total Non-Current Assets1 B
Total Assets
4.65B

Financial Health Analysis

Current Ratio

1.20x

Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.

Debt-to-Equity Ratio

1.86x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

425 M

Positive working capital, but relatively tight. The company should monitor cash flow carefully.

Asset Composition

55% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

prim

Primoris Services Corporation Street Expectations Map

PRIM ยท NASDAQ

Wall Street analysts project that PRIM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 150.25, with estimates ranging from a low of 117.00 to a high of 175.00.

Lowest Target
117.00
-13.77%
Consensus Target
150.25
10.73%
Highest Target
175.00
28.97%

The consensus 1-year price target stands at 150.25, with estimates ranging from a low of 117.00 to a high of 175.00.

Analyst Consensus Analysis

Upside Potential

+10.7%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

38.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

2.10x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

prim

Primoris Services Corporation Insider Positioning

PRIM ยท NASDAQ

During the last 12 months, insiders have purchased $2K and sold $7.57M worth of PRIM shares, resulting in $7.57M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

2.1K

281.36K

Net Activity

-281K

-$281K

6-9 Months

Bought

11

1.55K

Sold

22.9K

2.87M

Net Activity

-2.9M

-$2.87M

9-12 Months

Bought

0

0.00

Sold

44.1K

4.42M

Net Activity

-4.4M

-$4.42M

Top Buyers

1
MTD

Mccallister Terry D

Director

11 sharesโ€ข1 transactions

$2K

Top Sellers

1
SJP

Schauerman John P.

Director

25.0K sharesโ€ข2 transactions

$2.30M

2
WPK

Wagner Patricia K

Director

13.5K sharesโ€ข1 transactions

$1.69M

3
PJM

Perisich John M.

Officer: Chief Legal And Admin Officer

14.4K sharesโ€ข2 transactions

$1.61M

4
ST

Stricker Travis

Officer: Cao

4.6K sharesโ€ข1 transactions

$517K

5
KDL

King David Lee

Director, Officer: Interim President & Ceo

3.5K sharesโ€ข1 transactions

$455K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $7.57M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

0.06%
Dividend Yield
-43%
3Y-84.0%
5Y-82.0%
10Y-77.0%
ย 

prim Dividend History

PRIM
10Y CAGR +4%
Latest $0.08
Annual $0.4
5 year growth trend
Last Period: +0%