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Ameresco, Inc. (AMRC) Stock Fundamental Analysis & AI Rating 2026

AMRC NYSE Construction - Special Trade Contractors DE CIK: 0001488139
Recently Updated • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
72% Confidence
AGREEMENT
SELL
72% Conf
HOLD
72% Conf

📊 AMRC Key Takeaways

Revenue: $401.5M
Net Margin: -4.6%
Free Cash Flow: $34.9M
Current Ratio: 1.49x
Debt/Equity: 1.71x
EPS: $-0.35
AI Rating: SELL with 72% confidence
Ameresco, Inc. (AMRC) receives a SELL rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $401.5M, net profit margin of -4.6%, and return on equity (ROE) of -1.7%, Ameresco, Inc. demonstrates mixed fundamentals in the Industrial sector. Below is our complete AMRC stock analysis for 2026.

Is Ameresco, Inc. (AMRC) a Good Investment?

Claude

Ameresco exhibits exceptional revenue growth (+2622% YoY) suggesting major contract wins or acquisitions, but fundamental profitability is severely impaired with negative net income and critically inadequate interest coverage (0.4x). While positive operating cash flow provides near-term relief, the company cannot service $1.8B debt from operations, creating refinancing risk and indicating execution challenges despite massive top-line growth.

ChatGPT

Ameresco shows solid scale and positive operating profitability, with acceptable near-term liquidity and a sizable revenue base. However, earnings quality looks mixed because net income growth is essentially flat, margins remain thin, leverage is elevated, and operating/free cash flow are negative. The very large reported revenue growth also appears low-quality until it is confirmed by sustained margin expansion and cash conversion.

Why Buy Ameresco, Inc. Stock? AMRC Key Strengths

Claude
  • + Exceptional revenue growth of +2622% YoY indicates significant business expansion and market traction
  • + Positive operating and free cash flow of $35.4M and $34.9M respectively despite net losses, suggesting underlying business viability
  • + Adequate short-term liquidity with current ratio of 1.49x and quick ratio of 1.48x
ChatGPT
  • + Positive gross profit and operating income indicate the core business is profitable at the operating level
  • + Current and quick ratios around 1.5x suggest near-term liquidity is adequate
  • + Large reported revenue increase indicates strong top-line momentum, if sustainable

AMRC Stock Risks: Ameresco, Inc. Investment Risks

Claude
  • ! Interest coverage ratio of 0.4x is critically inadequate; operating income cannot service debt obligations, creating refinancing risk
  • ! Negative net income of -$18.3M and net margin of -4.6% despite massive revenue growth indicates profitability issues from acquisitions or contract integration challenges
  • ! High leverage with debt-to-equity of 1.71x and $1.8B long-term debt relative to $1.1B stockholders equity limits financial flexibility and increases financial distress risk
ChatGPT
  • ! Negative operating cash flow and free cash flow indicate weak cash conversion despite reported profits
  • ! High debt-to-equity and only moderate interest coverage create balance-sheet risk
  • ! Net margin, ROE, and ROA are low, showing limited profitability relative to sales and capital employed

Key Metrics to Watch

Claude
  • * Interest coverage ratio - must improve to above 1.0x to demonstrate debt serviceability from operations
  • * Net profit margin trajectory - need evidence of profitability inflection as revenue growth stabilizes
  • * Operating cash flow sustainability - verify positive FCF continues and doesn't deteriorate with revenue normalization
ChatGPT
  • * Operating cash flow and free cash flow trend
  • * Interest coverage and debt-to-equity trend

Ameresco, Inc. (AMRC) Financial Metrics & Key Ratios

Revenue
$401.5M
Net Income
$-18.3M
EPS (Diluted)
$-0.35
Free Cash Flow
$34.9M
Total Assets
$4.6B
Cash Position
$104.0M

💡 AI Analyst Insight

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

AMRC Profit Margin, ROE & Profitability Analysis

Gross Margin 14.1%
Operating Margin 2.6%
Net Margin -4.6%
ROE -1.7%
ROA -0.4%
FCF Margin 8.7%

AMRC vs Industrial Sector: How Ameresco, Inc. Compares

How Ameresco, Inc. compares to Industrial sector averages

Net Margin
AMRC -4.6%
vs
Sector Avg 10.0%
AMRC Sector
ROE
AMRC -1.7%
vs
Sector Avg 15.0%
AMRC Sector
Current Ratio
AMRC 1.5x
vs
Sector Avg 1.8x
AMRC Sector
Debt/Equity
AMRC 1.7x
vs
Sector Avg 0.7x
AMRC Sector

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

Is Ameresco, Inc. Stock Overvalued? AMRC Valuation Analysis 2026

Based on fundamental analysis, Ameresco, Inc. shows some fundamental concerns relative to the Industrial sector in 2026.

Return on Equity
-1.7%
Sector avg: 15%
Net Profit Margin
-4.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.71x
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.

Ameresco, Inc. Balance Sheet: AMRC Debt, Cash & Liquidity

Current Ratio
1.49x
Quick Ratio
1.48x
Debt/Equity
1.71x
Debt/Assets
5.6%
Interest Coverage
0.38x
Long-term Debt
$1.8B

AMRC Revenue & Earnings Growth: 5-Year Financial Trend

AMRC 5-year financial data: Year 2020: Revenue $1.0B, Net Income $38.0M, EPS $0.81. Year 2021: Revenue $1.2B, Net Income $44.4M, EPS $0.93. Year 2022: Revenue $1.8B, Net Income $54.1M, EPS $1.10. Year 2023: Revenue $1.8B, Net Income $70.5M, EPS $1.35. Year 2024: Revenue $1.8B, Net Income $94.9M, EPS $1.78.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ameresco, Inc.'s revenue has grown significantly by 77% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.78 reflects profitable operations.

AMRC 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
8.7%
Free cash flow / Revenue

AMRC Quarterly Earnings & Performance

Quarterly financial performance data for Ameresco, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $352.8M -$5.5M $-0.10
Q3 2025 $500.9M $17.6M $0.33
Q2 2025 $438.0M $2.1M $0.04
Q1 2025 $298.4M -$2.9M $-0.06
Q3 2024 $335.1M $17.6M $0.33
Q2 2024 $327.1M $2.1M $0.04
Q1 2024 $271.0M $1.1M $0.02
Q3 2023 $335.1M $21.3M $0.40

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

Ameresco, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$35.4M
Cash generated from operations
Capital Expenditures
$542.0K
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Ameresco, Inc. (CIK: 0001488139)

📋 Recent SEC Filings

Date Form Document Action
May 5, 2026 10-Q amrc-20260331.htm View →
May 4, 2026 8-K amrc-20260504.htm View →
Apr 28, 2026 4 xslF345X06/wk-form4_1777406726.xml View →
Apr 23, 2026 DEF 14A a2026noticeanddefinitivepr.htm View →
Mar 31, 2026 8-K amrc-20260330.htm View →

Frequently Asked Questions about AMRC

What is the AI rating for AMRC?

Ameresco, Inc. (AMRC) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 72% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AMRC's key strengths?

Claude: Exceptional revenue growth of +2622% YoY indicates significant business expansion and market traction. Positive operating and free cash flow of $35.4M and $34.9M respectively despite net losses, suggesting underlying business viability. ChatGPT: Positive gross profit and operating income indicate the core business is profitable at the operating level. Current and quick ratios around 1.5x suggest near-term liquidity is adequate.

What are the risks of investing in AMRC?

Claude: Interest coverage ratio of 0.4x is critically inadequate; operating income cannot service debt obligations, creating refinancing risk. Negative net income of -$18.3M and net margin of -4.6% despite massive revenue growth indicates profitability issues from acquisitions or contract integration challenges. ChatGPT: Negative operating cash flow and free cash flow indicate weak cash conversion despite reported profits. High debt-to-equity and only moderate interest coverage create balance-sheet risk.

What is AMRC's revenue and growth?

Ameresco, Inc. reported revenue of $401.5M.

Does AMRC pay dividends?

Ameresco, Inc. does not currently pay dividends.

Where can I find AMRC SEC filings?

Official SEC filings for Ameresco, Inc. (CIK: 0001488139) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AMRC's EPS?

Ameresco, Inc. has a diluted EPS of $-0.35.

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 AMRC a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Ameresco, Inc. has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is AMRC stock overvalued or undervalued?

Valuation metrics for AMRC: ROE of -1.7% (sector avg: 15%), net margin of -4.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy AMRC stock in 2026?

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

What is AMRC's free cash flow?

Ameresco, Inc.'s operating cash flow is $35.4M, with capital expenditures of $542.0K. FCF margin is 8.7%.

How does AMRC compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -4.6% (avg: 10%), ROE -1.7% (avg: 15%), current ratio 1.49 (avg: 1.8).

Is Ameresco, Inc. carrying too much debt?

AMRC has a debt-to-equity ratio of 1.71x, which is above the Industrial sector average of 0.7x. However, the current ratio of 1.49 suggests adequate short-term liquidity.

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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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI