PWR · QUANTA SERVICES INC

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Quanta Services, Inc. offers infrastructure solutions for the electric and gas utility, power generation, load center, manufacturing, communications, pipeline, and energy industries. The company's Electric Infrastructure Solutions segment engages in the design, procurement, construction, upgrade, repair, and maintenance of electric power transmission and distribution infrastructure and substation facilities; installation, maintenance, and upgrade of electric power infrastructure projects; installation of smart grid technologies on electric power networks; and design, installation, maintenance, and repair of commercial and industrial wirings.

Close · 3M

-24.56%

Held by 2 AI ETFs

AMOM1.830%

as of Oct 16

PQUS0.040%

as of Oct 23

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals7

Win rate0% (0/7)

Avg buy return-18.46%

AMOMnow 1.830% of fund14 signals

AMOM · Weight increase · 2d

weight 1.790% → 1.830% (+0.040 pp)·stock up 6.8% in the 30 days before

Oct 12·entry $694.79·now $546.43Fresh

-21.35%

since Oct 12

AMOM · Weight increase · 2d

weight 1.810% → 1.850% (+0.040 pp)·stock up 5.3% in the 30 days before

Sep 25·entry $649.13·now $546.43Fresh

-15.82%

since Sep 25

AMOM · Weight decrease · 3d

weight 1.860% → 1.810% (-0.050 pp)·stock up 2.9% in the 30 days before

Sep 23·entry $634.90·now $546.43

-13.93%

since Sep 23

AMOM · Weight decrease · 2d

weight 1.860% → 1.830% (-0.030 pp)·stock up 0.5% in the 30 days before

Sep 22·entry $642.63·now $546.43

-14.97%

since Sep 22

AMOM · Weight decrease · 2d

weight 1.920% → 1.870% (-0.050 pp)·stock down 10.6% in the 30 days before

Sep 15·entry $613.35·now $546.43

-10.91%

since Sep 15

AMOM · Weight increase · 2d

weight 1.840% → 1.920% (+0.080 pp)·stock down 4.0% in the 30 days before

Sep 11·entry $650.58·now $546.43Fresh

-16.01%

since Sep 11

AMOM · Weight decrease · 6d

weight 2.200% → 1.950% (-0.250 pp)·stock down 2.7% in the 30 days before

Aug 25·entry $603.78·now $546.43

-9.50%

since Aug 25

AMOM · Weight decrease · 5d

weight 2.200% → 2.000% (-0.200 pp)·stock down 1.4% in the 30 days before

Aug 24·entry $616.78·now $546.43

-11.41%

since Aug 24

AMOM · Weight decrease · 4d

weight 2.200% → 2.040% (-0.160 pp)·stock down 2.2% in the 30 days before

Aug 21·entry $639.34·now $546.43

-14.53%

since Aug 21

AMOM · Weight decrease · 3d

stock up 3.0% in the 30 days before

Aug 20·entry $662.47·now $546.43

-17.52%

since Aug 20

AMOM · Weight decrease · 2d

stock up 6.0% in the 30 days before

Aug 19·entry $677.41·now $546.43

-19.34%

since Aug 19

AMOM · Weight increase · 2d

stock up 14.9% in the 30 days before

Aug 17·entry $722.31·now $546.43Fresh

-24.35%

since Aug 17

AMOM · Weight decrease · 2d

stock up 3.7% in the 30 days before

Aug 13·entry $672.78·now $546.43

-18.78%

since Aug 13

AMOM · Sudden change · 1d

stock up 0.2% in the 30 days before

Aug 6·entry $667.84·now $546.43

-18.18%

since Aug 6

PQUSnow 0.040% of fund1 signal

PQUS · Weight decrease · 2d

stock up 0.6% in the 30 days before

Aug 7·entry $671.86·now $546.43

-18.67%

since Aug 7

AIUPno longer held9 signals

AIUP · Exit · 1d

weight 4.370% → 0 (exited)·stock up 2.5% in the 30 days before

Oct 16·entry $631.86·now $546.43

-13.52%

since Oct 16

AIUP · Weight decrease · 2d

weight 4.770% → 4.480% (-0.290 pp)·stock up 10.7% in the 30 days before

Oct 13·entry $688.88·now $546.43

-20.68%

since Oct 13

AIUP · New entry · 1d

weight 0 → 4.770% (new)·stock up 14.1% in the 30 days before

Oct 9·entry $705.94·now $546.43Fresh

-22.60%

since Oct 9

AIUP · Exit · 1d

weight 4.580% → 0 (exited)·stock down 14.3% in the 30 days before

Sep 16·entry $619.28·now $546.43

-11.76%

since Sep 16

AIUP · New entry · 1d

weight 0 → 4.580% (new)·stock down 10.6% in the 30 days before

Sep 15·entry $613.35·now $546.43Fresh

-10.91%

since Sep 15

AIUP · Exit · 1d

weight 4.420% → 0 (exited)·stock up 4.8% in the 30 days before

Aug 26·entry $616.73·now $546.43

-11.40%

since Aug 26

AIUP · Sudden change · 1d

weight 4.150% → 4.570% (+0.420 pp)·stock down 2.2% in the 30 days before

Aug 21·entry $639.34·now $546.43

-14.53%

since Aug 21

AIUP · Weight decrease · 3d

stock up 3.0% in the 30 days before

Aug 20·entry $662.47·now $546.43

-17.52%

since Aug 20

AIUP · Weight decrease · 2d

stock up 6.0% in the 30 days before

Aug 19·entry $677.41·now $546.43

-19.34%

since Aug 19

LQAIno longer held6 signals

LQAI · Exit · 1d

weight 0.360% → 0 (exited)·stock up 8.1% in the 30 days before

Sep 29·entry $651.79·now $546.43

-16.16%

since Sep 29

LQAI · Weight decrease · 2d

weight 0.370% → 0.350% (-0.020 pp)·stock down 10.6% in the 30 days before

Sep 15·entry $613.35·now $546.43

-10.91%

since Sep 15

LQAI · Weight decrease · 3d

weight 0.320% → 0.290% (-0.030 pp)·stock down 2.7% in the 30 days before

Aug 25·entry $603.78·now $546.43

-9.50%

since Aug 25

LQAI · Weight decrease · 2d

weight 0.320% → 0.300% (-0.020 pp)·stock down 1.4% in the 30 days before

Aug 24·entry $616.78·now $546.43

-11.41%

since Aug 24

LQAI · Weight decrease · 2d

stock up 6.0% in the 30 days before

Aug 19·entry $677.41·now $546.43

-19.34%

since Aug 19

LQAI · New entry · 1d

stock up 0.2% in the 30 days before

Aug 6·entry $667.84·now $546.43Fresh

-18.18%

since Aug 6

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Oct 18

AMOM is holding and slowly adding (1.79% weight, a small increase on 2026-10-12), which is a momentum bet that conflicts with a valuation-based Fail. AIUP entered at 4.77% on 2026-10-09 and fully exited by 2026-10-16, a quick reversal that suggests the AIs lack conviction and agrees with the framework's caution on price. QRFT and PQUS hold only tiny positions.

Circle of CompetenceQuanta's electric and gas utility construction, maintenance and grid-upgrade work is a repeatable, contract-based business whose earning power is reasonably projectable, even though the current AI and data-center demand surge adds some cyclicality.
Economic MoatScale, a skilled-labor base that is hard to replicate, and long-standing master service agreements with utilities give it a real but moderate moat, though it is weaker than a brand or network-effect moat because construction bidding is competitive.
ManagementShareholder-letter candor, insider ownership and capital allocation record cannot be judged from the data provided, though the company has grown through many acquisitions that would need scrutiny.
Financial HealthROE of 14.74% sits below the 15% threshold, and the framework also requires stable margins and consistently positive owner earnings, which are not demonstrated here and are hard to establish for a contractor with heavy equipment capex and thin margins.
Margin of SafetyA PER of 71, an EV/EBITDA of nearly 44 and a PBR of 6.4 price in years of AI-driven grid-spending growth for a contractor, leaving no margin of safety even if the business is good.

Quanta is a competent, well-positioned grid and utility contractor that sits inside the circle of competence and has a moderate moat. It fails on a sub-15% ROE and, above all, on a valuation that offers no margin of safety, while management quality is unproven from the data given. A Buffett-style read would admire the business but wait for a much lower price.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.