Ameresco, Inc. (AMRC) Stock

Ameresco, Inc. (AMRC) is a Industrials stock trading at $21.83 (as of 2026-09-02), with a market capitalization of $1.18B and a trailing P/E of 51.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Ameresco, Inc., a clean technology integrator, provides a portfolio of energy efficiency and renewable energy supply solutions in the United States, Canada, and internationally. It offers energy efficiency, infrastructure upgrades, energy security and resilience, asset sustainability, and renewable energy solutions for businesses and organizations. The company operates through U.S. Regions, U.S. Federal, Canada, and Non-Solar Distributed Generation segments. It designs, develops, engineers, and installs projects that reduce the energy, as well as operations and maintenance (O&M) costs of its customers' facilities. The company's projects primarily include various measures customized for the facility and designed to enhance the efficiency of building systems, such as heating, ventilation, cooling, and lighting systems. It also offers renewable energy solutions and services, such as the construction of small-scale plants that the company owns or develops for customers that produce electricity, gas, heat, or cooling from renewable sources of energy and O&M services; and electricity, processed renewable gas fuel, and heat or cooling produced from renewable sources of energy. In addition, the company sells photovoltaic (PV) solar energy products and systems, as well as provides consulting and enterprise energy management services; and owns and operates a wind power project located in Ireland. It serves the federal, state, and local governments, as well as healthcare and educational institutions, airports, public housing authorities and public universities, and commercial and industrial customers. As of December 31, 2021, the company owned and operated 147 small-scale renewable energy plants and solar PV installations. Ameresco, Inc. was founded in 2000 and is headquartered in Framingham, Massachusetts.

Understand Ameresco, Inc.: how it makes money

Ameresco designs and installs energy efficiency and renewable-generation projects for government, corporate, and utility customers, earning upfront construction fees plus long-term maintenance contracts. The mix is lumpy: roughly 58% is one-time project work, while a growing O&M and energy-asset stream provides a recurring floor beneath the construction cycle.

Each project generates a one-time construction margin, but the compounding asset is the O&M backlog that collects a thin recurring fee for the life of every installed system, gradually shifting the revenue base from lumpy EPC work toward annuity-like maintenance income.

Revenue by segment (latest quarter)
Project Revenue$0.3B
Energy Asset Revenue$0.1B
O&M Revenue$0.0B
Other$0.0B

Business quality (Mixed): Thin construction margins (18% gross, 9% operating) and a recurring base still under a quarter of revenue make this a low-multiple business by nature; the data-center pivot aims to raise scale, but has not yet moved the income statement.

Valuation: At 49× earnings, AMRC trades 111% above the Construction average (23×).

Bull case

  • Multi-gigawatt data-center pipeline: Five data-center projects represent more than one gigawatt of power generation, and management described their margins as comparable to federal EPC work in the high-teens range, giving Ameresco a large new revenue base beyond its traditional energy-efficiency projects.
  • O&M backlog compounds quietly: Long-term O&M backlog exceeds $1.5 billion, a recurring pool that grows with every installed project and provides revenue visibility that lumpy construction work alone cannot.

Bear case

  • Revenue gap before data centers: Management expects major data-center revenue impact primarily in 2028-2030, and equipment orders for the awarded projects have not yet been placed, meaning the multi-gigawatt pipeline is still pre-construction on paper.
  • Premium multiple, modest margins: The stock trades at 49.4x earnings versus a 23.5x Construction industry average (111% above), while gross margin is 18% and operating margin 9%, leaving little cushion for execution slippage or cost overruns on capital-intensive data-center builds.
Valuation — source: SEC EDGAR (first-party)
Price$21.83
Market Cap$1.18B
P/E Ratio51.5
EV / EBITDA5.1
Price / Book0.87
Price / Sales0.61
FCF Yield9.6%
DCF Value (model)$19.78
DCF Upside vs Price-9.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.77B
Net Margin3.2%
Revenue Growth (YoY)9.1%
EPS Growth (YoY)-25.0%
FCF Growth (YoY)300.0%
Financial Health — source: SEC EDGAR
Altman Z-Score1.08 (distress)
Piotroski F-Score7/9 (strong)
Valuation vs Sector & Industry
Stock P/E51.5
Sector P/E (Industrials)25.7
Industry P/E (Construction)22.8
vs Sector100.1%
vs Industry125.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderWELLINGTON MANAGEMENT GROUP LLP ($90.31M)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorIndustrials
IndustryConstruction
CEOGeorge Sakellaris
Employees1,500
CountryUS
IPO Date2010-07-22

Ameresco, Inc. earnings call transcripts

  • AMRC Q2 FY26 earnings call transcript (reported 2026-08-03) · analysis
  • AMRC Q4 FY25 earnings call transcript (reported 2026-03-02) · analysis

All AMRC earnings calls

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AMRC earnings history · AMRC institutional & insider holders · AMRC KPIs & operating metrics · AMRC financials · AMRC investor presentations & press releases · AMRC SEC filings · AMRC peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-02.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.