Argan, Inc. (AGX) has a MoatMap StockRank of 83/100 based on Quality (80/100), Value (15/100), and Momentum (73/100) factor scores. The current signal is STRONG BUY. Argan is an asset-light EPC firm specializing in gas-fired power plants and renewable energy integration. As AI data centers and nearshored manufacturing facilities surge in the US, the power grid faces an unprecedented capacity bottleneck. Argan is uniquely positioned to capture this buildout with its net-cash balance sheet, high ROIC, and deep relationships, offering an asymmetric play on the physical infrastructure required to power the AI and nearshoring revolution.
Argan, Inc. operates as a holding company providing comprehensive services to the power industry, primarily through its Gemma Power Systems subsidiary which specializes in engineering, procurement, and construction (EPC) of power plants. The company holds a strong position in the market for gas-fired and renewable energy power generation infrastructure, capitalizing on the global energy transition. Argan is a significant EPC contractor known for its expertise in building efficient power facilities.
| Price | $623.36 |
| Market Cap | $9.5B |
| P/E (TTM) | 60.58 |
| P/E (Forward) | 46.21 |
| Price/Book | 20.81 |
| Return on Equity | 33.8% |
| Return on Invested Capital | 28.4% |
| Debt/Equity | 1.38 |
| Gross Margin | 20.3% |
| Operating Margin | 18.2% |
| Revenue Growth | 12.7% |
| Dividend Yield | 0.3% |
| Free Cash Flow | $341M |
Argan, Inc. operates in the Engineering & Construction industry, part of the Industrials sector (United States).