Willdan Group

Revenue grew 20 percent over the past year as utilities and cities scrambled to upgrade aging power systems for AI data centers and electric vehicles. Profit margins climbed to nearly 8 percent, showing the company is keeping more of every dollar it earns. This is a company riding directly on top of the biggest infrastructure buildout in a generation.

Willdan moves almost in lockstep with the broader market, with a beta of just 1.07. That means less of the wild swings you see with hot AI names. For a company growing revenue 20 percent a year, getting that growth without rollercoaster volatility is rare.

Roughly 85 percent of Willdan's revenue comes from government and utility contracts. If budget priorities shift, election results change spending plans, or projects get delayed, the pipeline can dry up fast. They are betting big that public infrastructure dollars keep flowing.

With a market value of about 1.1 billion dollars, Willdan is a minnow swimming alongside whales. They compete for the same grid and energy contracts as engineering giants ten times their size, who can underbid them or hire away their best engineers.