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Granite Construction Inc. (GVA) Stock Fundamental Analysis & AI Rating 2026

GVA NYSE Heavy Construction Other Than Bldg Const - Contractors DE CIK: 0000861459
Recently Updated • Analysis: Apr 10, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
71% Confidence
AGREEMENT
HOLD
72% Conf
BUY
70% Conf

📊 GVA Key Takeaways

Revenue: $4.4B
Net Margin: 4.4%
Free Cash Flow: $330.6M
Current Ratio: 1.22x
Debt/Equity: 1.14x
EPS: $3.86
AI Rating: HOLD with 72% confidence
Granite Construction Inc. (GVA) receives a BUY rating with 71% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.4B, net profit margin of 4.4%, and return on equity (ROE) of 16.4%, Granite Construction Inc. demonstrates strong fundamentals in the Industrial sector. Below is our complete GVA stock analysis for 2026.

Is Granite Construction Inc. (GVA) a Good Investment?

Claude

Granite Construction demonstrates solid financial health with strong free cash flow generation ($330.6M), excellent interest coverage (21.0x), and healthy ROE (16.4%), indicating a well-managed, financially stable contractor. However, stagnant revenue and net income growth (0.0% YoY) signal the company is in a mature, competitive market without organic growth momentum, limiting upside potential despite 47.3% EPS growth driven by capital-efficient share buybacks.

ChatGPT

Fundamentals are solid with healthy profitability (6.4% operating margin, 16.4% ROE) and strong cash generation (7.5% FCF margin) despite flat revenue. Interest coverage is very high, liquidity is adequate, and cash comfortably supports operations, indicating resilient financial health. Moderate leverage and execution risks temper the outlook, but cash flow strength and EPS growth support a constructive stance.

Why Buy Granite Construction Inc. Stock? GVA Key Strengths

Claude
  • + Strong free cash flow generation of $330.6M with 7.5% FCF margin demonstrates operational efficiency and cash generation capability
  • + Excellent interest coverage of 21.0x indicates minimal financial distress risk with manageable debt levels
  • + Solid return on equity of 16.4% and operating cash flow of $468.9M show effective capital utilization despite thin margins typical of construction
  • + Healthy cash position of $529.2M provides operational flexibility and financial cushion
ChatGPT
  • + Strong free cash flow and cash conversion (OCF > net income)
  • + High interest coverage with adequate liquidity
  • + Solid ROE and notable EPS growth

GVA Stock Risks: Granite Construction Inc. Investment Risks

Claude
  • ! Zero revenue growth (0.0% YoY) and flat net income indicate the company is stagnant without organic expansion in a competitive construction market
  • ! Thin operating margin of 6.4% and modest gross margin of 16.1% leave limited pricing power and vulnerability to cost inflation
  • ! Moderate leverage with debt-to-equity ratio of 1.14x combined with modest current ratio of 1.22x presents moderate liquidity constraints if business deteriorates
  • ! Capital-intensive business model requiring continuous CapEx ($138.3M annually) limits cash available for shareholder returns
ChatGPT
  • ! Flat revenue and net income growth
  • ! Project execution risk on fixed-price contracts can compress margins
  • ! Moderate leverage (Debt/Equity 1.14x) and working capital volatility

Key Metrics to Watch

Claude
  • * Revenue growth trajectory - critical to confirm if stagnation is temporary or structural market issue
  • * Operating margin trends - any compression would signal margin pressure from cost increases or competitive pricing
  • * Free cash flow sustainability - must maintain current FCF generation levels amid zero growth
  • * Debt levels and covenant compliance - monitor leverage metrics given moderate debt-to-equity ratio
  • * Backlog and order pipeline - leading indicator of future revenue potential
ChatGPT
  • * Operating margin sustainability
  • * Free cash flow conversion (OCF/Net income)

Granite Construction Inc. (GVA) Financial Metrics & Key Ratios

Revenue
$4.4B
Net Income
$193.0M
EPS (Diluted)
$3.86
Free Cash Flow
$330.6M
Total Assets
$4.0B
Cash Position
$529.2M

💡 AI Analyst Insight

Granite Construction Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

GVA Profit Margin, ROE & Profitability Analysis

Gross Margin 16.1%
Operating Margin 6.4%
Net Margin 4.4%
ROE 16.4%
ROA 4.8%
FCF Margin 7.5%

GVA vs Industrial Sector: How Granite Construction Inc. Compares

How Granite Construction Inc. compares to Industrial sector averages

Net Margin
GVA 4.4%
vs
Sector Avg 10.0%
GVA Sector
ROE
GVA 16.4%
vs
Sector Avg 15.0%
GVA Sector
Current Ratio
GVA 1.2x
vs
Sector Avg 1.8x
GVA Sector
Debt/Equity
GVA 1.1x
vs
Sector Avg 0.7x
GVA Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Granite Construction Inc. Stock Overvalued? GVA Valuation Analysis 2026

Based on fundamental analysis, Granite Construction Inc. has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
16.4%
Sector avg: 15%
Net Profit Margin
4.4%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.14x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Granite Construction Inc. Balance Sheet: GVA Debt, Cash & Liquidity

Current Ratio
1.22x
Quick Ratio
1.13x
Debt/Equity
1.14x
Debt/Assets
0.0%
Interest Coverage
21.05x
Long-term Debt
$1.3B

GVA Revenue & Earnings Growth: 5-Year Financial Trend

GVA 5-year financial data: Year 2021: Revenue $3.1B, Net Income -$60.2M, EPS $-1.29. Year 2022: Revenue $3.6B, Net Income -$145.1M, EPS $-3.18. Year 2023: Revenue $3.5B, Net Income $10.1M, EPS $0.21. Year 2024: Revenue $4.0B, Net Income $83.3M, EPS $1.70. Year 2025: Revenue $4.4B, Net Income $43.6M, EPS $0.97.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Granite Construction Inc.'s revenue has grown significantly by 41% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.97 reflects profitable operations.

GVA Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.5%
Free cash flow / Revenue

GVA Quarterly Earnings & Performance

Quarterly financial performance data for Granite Construction Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.3B $79.0M $1.57
Q2 2025 $1.1B $5.9M $0.13
Q1 2025 $672.3M -$31.0M $-0.70
Q2 2024 $898.6M $5.9M $0.13
Q1 2024 $560.1M -$23.0M $-0.53
Q3 2023 $1.0B $17.6M $0.40
Q2 2023 $849.2M -$8.1M $-0.18
Q1 2023 $560.1M -$23.0M $-0.53

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Granite Construction Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$468.9M
Cash generated from operations
Stock Buybacks
$48.2M
Shares repurchased (TTM)
Capital Expenditures
$138.3M
Investment in assets
Dividends Paid
$22.7M
Returned to shareholders

GVA SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Granite Construction Inc. (CIK: 0000861459)

📋 Recent SEC Filings

Date Form Document Action
Mar 30, 2026 4 xslF345X06/wk-form4_1774909854.xml View →
Mar 30, 2026 4 xslF345X06/wk-form4_1774907751.xml View →
Mar 30, 2026 4 xslF345X06/wk-form4_1774907777.xml View →
Mar 25, 2026 4 xslF345X06/wk-form4_1774471537.xml View →
Mar 25, 2026 4 xslF345X06/wk-form4_1774471502.xml View →

Frequently Asked Questions about GVA

What is the AI rating for GVA?

Granite Construction Inc. (GVA) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 71% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are GVA's key strengths?

Claude: Strong free cash flow generation of $330.6M with 7.5% FCF margin demonstrates operational efficiency and cash generation capability. Excellent interest coverage of 21.0x indicates minimal financial distress risk with manageable debt levels. ChatGPT: Strong free cash flow and cash conversion (OCF > net income). High interest coverage with adequate liquidity.

What are the risks of investing in GVA?

Claude: Zero revenue growth (0.0% YoY) and flat net income indicate the company is stagnant without organic expansion in a competitive construction market. Thin operating margin of 6.4% and modest gross margin of 16.1% leave limited pricing power and vulnerability to cost inflation. ChatGPT: Flat revenue and net income growth. Project execution risk on fixed-price contracts can compress margins.

What is GVA's revenue and growth?

Granite Construction Inc. reported revenue of $4.4B.

Does GVA pay dividends?

Granite Construction Inc. pays dividends, with $22.7M distributed to shareholders in the trailing twelve months.

Where can I find GVA SEC filings?

Official SEC filings for Granite Construction Inc. (CIK: 0000861459) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GVA's EPS?

Granite Construction Inc. has a diluted EPS of $3.86.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is GVA a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Granite Construction Inc. has a BUY rating with 71% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is GVA stock overvalued or undervalued?

Valuation metrics for GVA: ROE of 16.4% (sector avg: 15%), net margin of 4.4% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

Should I buy GVA stock in 2026?

Our dual AI analysis gives Granite Construction Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is GVA's free cash flow?

Granite Construction Inc.'s operating cash flow is $468.9M, with capital expenditures of $138.3M. FCF margin is 7.5%.

How does GVA compare to other Industrial stocks?

Vs Industrial sector averages: Net margin 4.4% (avg: 10%), ROE 16.4% (avg: 15%), current ratio 1.22 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 10, 2026 | Data as of: 2025-12-31 | Powered by Claude AI