How Does ACA Stock Compare With Its Peers Right Now?
Here is how Arcosa (ACA) stacks up against its peers in size, valuation, growth and margin.
- ACA’s operating margin of 8.9% is modest, and higher than most peers – though lower than FELE (12.3%).
- ACA’s revenue growth of 9.8% in the last 12 months is moderate, outpacing HI, FELE, TNC.
- ACA gained 20.3% in the past year and trades at a PE of 52.6, outperforming its peers.
As a quick background, Arcosa provides infrastructure products and solutions for construction, energy, and transportation markets, including construction materials, engineered structures, and transportation products like inland barges and components.
| ACA | HI | FELE | TNC | |
|---|---|---|---|---|
| Market Cap ($ Bil) | 4.9 | 1.7 | 4.4 | 1.5 |
| Revenue ($ Bil) | 2.7 | 2.9 | 2.1 | 1.3 |
| PE Ratio | 52.6 | -92.2 | 24.4 | 25.3 |
| LTM Revenue Growth | 9.8% | -8.0% | 2.2% | -0.4% |
| LTM Operating Margin | 8.9% | 6.1% | 12.3% | 7.1% |
| LTM FCF Margin | 11.0% | 3.9% | 10.6% | 5.2% |
| 12M Market Return | 20.3% | -20.4% | 1.3% | -7.2% |
Why does this matter? ACA just went up 18.3% in a week – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell ACA Stock to see if Arcosa holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through ACA Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ACA | 9.8% | 11.4% | 2.9% | 10.1% |
| HI | -8.0% | 12.6% | 22.1% | 3.3% |
| FELE | 2.2% | -2.1% | 1.0% | 23.0% |
| TNC | -0.4% | 3.5% | 13.9% | 0.1% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ACA | 8.9% | 7.6% | 7.9% | 6.6% |
| HI | 6.1% | 7.7% | 10.4% | 11.5% |
| FELE | 12.3% | 12.2% | 12.8% | 12.7% |
| TNC | 7.1% | 8.9% | 11.1% | 7.6% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| ACA | 46.0 | 50.2 | 25.2 | 10.7 |
| HI | -78.9 | -10.3 | 5.9 | 14.6 |
| FELE | 22.7 | 24.8 | 23.1 | 19.7 |
| TNC | 23.6 | 18.3 | 15.7 | 17.2 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.