RDW
Redwire Corporation
RDW's outlook is improving, though it still trails on the overall score.
STRL
Sterling Infrastructure, Inc.
STRL has the edge over RDW overall, supported by lower modeled downside and stronger modeled upside.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
STRL Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Healthy | |
| Strong |
STRL's revenue, profitability, cash flow and balance sheet are all currently healthy.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
STRL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.7x | $173 | -43% |
| Forward | 11x | $302 | — |
| Fair | 15x | $275 | -8.7% |
| Current | 17x | $302 | — |
| Expensive | 31x | $551 | +83% |
Historical ranges are pointers, not guarantees.
STRL's PE is in its fair range at 17x. If earnings grow as analysts expect, today's price would be 11x next year's earnings, in its cheap range.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over STRL on the outlook, with more favorable profitability expectations.
STRL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect strong earnings and revenue growth for STRL, with profitability holding steady. However, they disagree widely on these estimates.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
STRL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $26.42 | +48% |
| Q3 2026 | $17.83 | +75% |
| Q2 2026 | $13.88 | +51% |
| Q1 2026 | $11.19 | +31% |
| Q4 2025 | $9.38 | +13% |
| Q3 2025 | $10.19 | +72% |
| Q2 2025 | $9.19 | +77% |
| Q1 2025 | $8.55 | +78% |
| Q4 2024 | $8.27 | +86% |
STRL has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
STRL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | +127% |
| Q2 2026 | $1.2B | +90% |
| Q1 2026 | $825.7M | +92% |
| Q4 2025 | $755.6M | +51% |
| Q3 2025 | $689M | +16% |
| Q2 2025 | $614.5M | +5.4% |
| Q1 2025 | $430.9M | -2.1% |
| Q4 2024 | $498.8M | +2.6% |
STRL has the edge over RDW on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | +1.4 points |
| Q2 2026 | 19% | +1.8 points |
| Q1 2026 | 17% | +3.7 points |
| Q4 2025 | 16% | +3.4 points |
| Q3 2025 | 18% | +3.5 points |
| Q2 2025 | 17% | +4.5 points |
| Q1 2025 | 13% | +3.4 points |
| Q4 2024 | 12% | +1 points |
STRL has the edge over RDW on profitability, with a higher operating margin.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
STRL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $53.3M | -17% |
| Q2 2026 | $112.4M | +56% |
| Q1 2026 | $145.9M | +118% |
| Q4 2025 | $159.7M | +0.7% |
| Q3 2025 | $64M | -54% |
| Q2 2025 | $72.1M | -22% |
| Q1 2025 | $67M | +147% |
| Q4 2024 | $158.6M | +20% |
STRL has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
STRL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -72K shares |
| 1 year | +0.4% | +111K shares |
| 3 years | -0.5% | -146K shares |
| 5 years | +6.4% | +1.9M shares |
| Available history | +15% | +4M shares |
STRL has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $72M |
| Q2 2026 | $23M |
| Q1 2026 | $12.3M |
| Q4 2025 | $25.7M |
| Q3 2025 | $4.7M |
| Q2 2025 | — |
| Q1 2025 | $43.8M |
| Q4 2024 | $20M |
STRL spent $133M buying back its own shares over the past year, up 94% from the year before.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
STRL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.1x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.4x | Net Cash |
| Q4 2025 | -0.2x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -1.1x | Net Cash |
| Q1 2025 | -1.0x | Net Cash |
| Q4 2024 | -1.0x | Net Cash |
STRL has more cash than debt.
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
STRL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.1 | Neutral |
| Stochastic | 7.5 | Oversold |
STRL's weekly RSI is 33 (neutral) and its Stochastic is 8 (oversold).
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
STRL PE vs Industrials Sector
| Metric | STRL | Sector median | Relative |
|---|---|---|---|
| PE | 17x | 24x | 30% below |
| PE % | 55 | 58 | 3 pts below |
STRL is trading at 17x earnings, a 30% discount to the Industrials sector's median of 24x.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
STRL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $404.8 | 26% below |
| 20 week MA | $507.3 | 41% below |
| 50 week MA | $509.4 | 41% below |
| 100 week MA | $368.5 | 18% below |
| 200 week MA | $229.2 | 32% above |
STRL has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW has the edge over STRL on returns for 2026, with the stronger performance.
STRL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.4 | $19.3 | +34% |
| 2021 | $19.3 | $26.0 | +35% |
| 2022 | $26.0 | $32.7 | +26% |
| 2023 | $32.7 | $87.9 | +169% |
| 2024 | $87.9 | $172.5 | +96% |
| 2025 | $172.5 | $316.6 | +83% |
| 2026 YTD | $316.6 | $301.6 | -4.7% |
STRL has finished every year since 2020 higher, and it's down 4.7% so far in 2026.