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George SorosAdded
Soros Fund Management · Q2 2026
$14.87M
436.66K shares · 0.2% of portfolio
SOLV Energy, Inc.
SOLV Energy, Inc. (MWH) is listed on NASDAQ and classified in Utilities - Renewable, part of the Utilities sector. It is headquartered in San Diego, United States and has 2,600 employees. The company is worth $4.36B and trades at 45.8x its earnings of the last twelve months; the median for its sector is 20.5x. Revenue was $2.49B in fiscal 2025, up 34.8% from the year before. Net income was $149.18M. The share price is 55.5% below its 52-week high of $48.40. 7 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Two Sigma (Two Sigma Investments), at $35.27M. In that quarter, 3 of them opened or added to the position and 3 reduced it. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 25.0% a year plus a 0.0% dividend yield. Growth capped at 25%.
Median P/E of 20.5 among peers in the sector.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Cash flow growing 15.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.3x operating profit, less net debt. Banks have no EBITDA.
Companies of similar size in Utilities, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| AQNAlgonquin Power & Utilities Corp | $5.45 | 21.8x | 0.9x | 4.77% | 2.49% | $4.2B |
| BIPCBrookfield Infrastructure Corp | $37.63 | — | — | 4.84% | 17.16% | $4.63B |
| MDUMDU Resources Group Inc | $19.37 | 20.4x | 1.4x | 2.94% | 6.89% | $4.07B |
| NWENorthWestern Energy Group, Inc. |
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
5 methods answered, across 3 families.
Room for errors in the reported numbers.
+25.6% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| $77.13 |
| 27.8x |
| 1.6x |
| 3.47% |
| 5.93% |
| $4.74B |
| TACTransalta Corp | $12.51 | — | 6.6x | 1.60% | -1.42% | $3.96B |
| OGSONE Gas, Inc. | $78.25 | 16.2x | 1.4x | 3.48% | 8.58% | $4.92B |
