⚡ Highlights
An exceptionally conservative valuation suggests broader residential real estate weakness is set to pressure earnings.
But new construction is a tiny sliver of overall revenue — and in the remaining three segments, the cycle has been a hindrance, not a help.
Revenue from renewable projects and solar in particular provide an extra kicker.
Management targets suggest shares could more than double in 24 months; even skeptical investors can still model sharp upside.
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