Arcosa ACA
United StatesIndustrials · Engineering & ConstructionUSD
146.67 USD (+0.2%)
3 analysts
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Arcosa, Inc. is a diversified industrial company that manufactures and sells infrastructure products (such as electric transmission towers, components for freight transportation, and construction materials) and provides construction services for infrastructure projects in the United States.
Key points
from its scores- ✓Good share-price trend9.4
- ✓Strong growth7.1
- ✕Little or no dividend2.2
- ✕Little competitive advantage3.3
- ✕Demanding valuation3.5
AI analysis
bottom line, main risk, context and newsArcosa has a solid balance sheet and strong momentum, but its demanding valuation and moderate quality justify waiting for a better entry opportunity.
Arcosa presents a mixed profile: its financial health is solid (Net Debt/EBITDA of 1.96 and liquidity of 3.12), but its valuation is demanding (P/E of 36.15) and its quality is moderate (ROIC of 8.00). The 448.60% earnings growth and strong momentum (62.94) are the main drivers, although the low free cash flow conversion (10.98) and the meager dividend (0.14%) limit its appeal for value or income investors.
The main risk is the demanding valuation (P/E of 36.15) which, combined with weak free cash flow conversion (10.98), leaves little room for error if earnings growth does not materialize or momentum reverses.
Context and risks
Arcosa has no recent relevant news. Its infrastructure and construction materials business has moderate exposure to interest rates, but its Net Debt/EBITDA ratio of 1.96 and strong liquidity (3.12) limit the impact of the rise in rates. The macro context does not introduce specific regulatory, geopolitical, or business model risks for this company.
Is Arcosa stock cheap or expensive?
at the analysis dateOn P/E and EV / EBITDA, it trades 23% above the Industrials median on average.
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| P/E | 36.1 | 25.4 | +42% |
| EV / EBITDA | 15.1 | 14.5 | +4% |
| Price / book | 2.4 | 4.1 | −41% |
| Price / sales | 2.5 | 2.1 | +20% |
Sector: median of the 388 Industrials companies analysed. In bold, the multiples used for the comparison.
Valuation score: 3.5 out of 10 (median for Industrials: 5.0).
Average analyst target: 146.67 USD, +0.2% versus the price.
A premium can be justified if the company is of higher quality or grows faster than its sector: Quality / Moat 3.3 (sector 5.8), Growth 7.1 (sector 6.6).
Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Industrials medianValuation
- P/E
- 36.1
- Forward P/E
- 28.6
- EV / EBITDA
- 15.1
- Price / book
- 2.4
- Price / sales
- 2.5
- PEG
- 1.86
- Market cap
- 7.2B USD
- Enterprise value
- 8.3B USD
Profitability
- ROE
- 8.0%
- ROA
- 3.9%
- ROIC (approx.)
- 8.0%
- Gross margin
- 22.8%
- Operating margin
- 12.3%
- Net margin
- 16.8%
- Free cash flow
- 60.2M USD
- FCF yield
- 0.8%
- Cash conversion
- 11%
Solvency
- Total debt
- 1.5B USD
- Net debt
- 1.1B USD
- Cash
- 432.1M USD
- EBITDA
- 548.9M USD
- Net debt / EBITDA
- 1.96
- Debt / equity
- 50.58
- Current ratio
- 3.12
- Quick ratio
- 2.19
Growth
- Revenue growth
- +1.7%
- Earnings growth
- +448.6%
- EPS (TTM)
- 4.05 USD
- EPS (forward)
- 5.12 USD
Dividend
- Dividend yield
- 0.1%
- Payout
- 4.9%
Risk and market
- Beta
- 1.08
- Analyst consensus
- none (3)
- Target price
- 146.67 USD
- 52-week range
- 89.03 – 147.05
Recent news
All ACA news →Compare it with its sector
All 388 in Industrials →Frequently asked questions about Arcosa
Is Arcosa stock cheap or expensive?
On P/E and EV / EBITDA, it trades 23% above the Industrials median on average. Valuation score: 3.5 out of 10 (median for Industrials: 5.0). Average analyst target: 146.67 USD, +0.2% versus the price. This is not investment advice.
What score does Arcosa get on MeridIAn Screener?
It scores 5.0 out of 10, rank 1,683 of 2,130 (better than 19% of the companies analysed). Its strongest category is Momentum (9.4) and its weakest, Dividend (2.2). Analysis of 08/10/2026.
What is Arcosa's P/E ratio?
Its P/E is 36.1: the share price equals 36.1 times earnings per share over the last 12 months. The Industrials median is 25.4. Based on the earnings analysts expect, the forward P/E is 28.6.
How much is Arcosa worth on the stock market?
Its market capitalisation is 7.2B USD and its enterprise value, debt included, is 8.3B USD.
How much debt does Arcosa have?
Its net debt (debt minus cash) is 1.1B USD. That is 1.96 times its EBITDA; the Industrials median is 1.58.
Does Arcosa pay a dividend?
Yes: its dividend yield is 0.14% and it pays out 5% of its earnings.
How has Arcosa stock performed over the last year?
It has risen 64.5% over the last year, excluding dividends. Over the last 52 weeks it has traded between 89.03 and 147.05 USD. Past performance does not guarantee future results.
What do analysts think of Arcosa?
3 analysts cover it; their average recommendation is “none” and their average target is 146.67 USD (+0.2% versus the price). It is an estimate, not market data.