Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. More Details
No risks detected for ACA from our risk checks.
Excellent balance sheet and overvalued.
Share Price & News
How has Arcosa's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: ACA is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: ACA's weekly volatility (6%) has been stable over the past year.
7 Day Return
1 Year Return
Return vs Industry: ACA exceeded the US Construction industry which returned 33.9% over the past year.
Return vs Market: ACA exceeded the US Market which returned 23.7% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Arcosa's share price compared to the market and industry in the last 5 years?
Simply Wall St News
23 hours ago | Simply Wall StThese 4 Measures Indicate That Arcosa (NYSE:ACA) Is Using Debt Safely
2 weeks ago | Simply Wall StRead This Before Buying Arcosa, Inc. (NYSE:ACA) Shares
Is Arcosa undervalued compared to its fair value and its price relative to the market?
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: ACA ($62.48) is trading above our estimate of fair value ($41.03)
Significantly Below Fair Value: ACA is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: ACA's PE Ratio (25.8x) is in line with the US Construction industry average.
PE vs Market: ACA is poor value based on its PE Ratio (25.8x) compared to the US market (21.3x).
Price to Earnings Growth Ratio
PEG Ratio: ACA is poor value based on its PEG Ratio (2.8x)
Price to Book Ratio
PB vs Industry: ACA is good value based on its PB Ratio (1.6x) compared to the US Construction industry average (2.6x).
How is Arcosa forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ACA's forecast earnings growth (9.3% per year) is above the savings rate (2%).
Earnings vs Market: ACA's earnings (9.3% per year) are forecast to grow slower than the US market (21.6% per year).
High Growth Earnings: ACA's earnings are forecast to grow, but not significantly.
Revenue vs Market: ACA's revenue (3% per year) is forecast to grow slower than the US market (10.6% per year).
High Growth Revenue: ACA's revenue (3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ACA's Return on Equity is forecast to be low in 3 years time (6.5%).
How has Arcosa performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ACA has high quality earnings.
Growing Profit Margin: ACA's current net profit margins (6.1%) are lower than last year (7.1%).
Past Earnings Growth Analysis
Earnings Trend: ACA's earnings have declined by 1.1% per year over the past 5 years.
Accelerating Growth: ACA's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: ACA had negative earnings growth (-1.9%) over the past year, making it difficult to compare to the Construction industry average (15.3%).
Return on Equity
High ROE: ACA's Return on Equity (6.2%) is considered low.
How is Arcosa's financial position?
Financial Position Analysis
Short Term Liabilities: ACA's short term assets ($740.6M) exceed its short term liabilities ($312.2M).
Long Term Liabilities: ACA's short term assets ($740.6M) exceed its long term liabilities ($441.2M).
Debt to Equity History and Analysis
Debt Level: ACA's debt to equity ratio (13.7%) is considered satisfactory.
Reducing Debt: Insufficient data to determine if ACA's debt to equity ratio has reduced over the past 5 years.
Debt Coverage: ACA's debt is well covered by operating cash flow (142.3%).
Interest Coverage: ACA's interest payments on its debt are well covered by EBIT (18.4x coverage).
What is Arcosa current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: ACA's dividend (0.32%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.38%).
High Dividend: ACA's dividend (0.32%) is low compared to the top 25% of dividend payers in the US market (3.85%).
Stability and Growth of Payments
Stable Dividend: ACA is not paying a notable dividend for the US market, therefore no need to check if payments are stable.
Growing Dividend: ACA is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.
Current Payout to Shareholders
Dividend Coverage: ACA is not paying a notable dividend for the US market.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of ACA's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Antonio Carrillo (54 yo)
Mr. Antonio Carrillo serves as Independent Director at NRG Energy Inc. since October 15, 2019. He serves as Non Independent Director, President and Chief Executive Officer at Arcosa, Inc. since November, 2...
CEO Compensation Analysis
Compensation vs Market: Antonio's total compensation ($USD5.77M) is about average for companies of similar size in the US market ($USD5.01M).
Compensation vs Earnings: Antonio's compensation has been consistent with company performance over the past year.
|Chief Financial Officer||3yrs||US$1.31m||0.069% |
|Chief Legal Officer||3yrs||US$1.16m||0.039% |
|President of Construction Products||3yrs||US$721.69k||0.069% |
|President of Energy Equipment||3yrs||US$1.39m||0.070% |
|President of Transportation Products||3yrs||US$897.53k||0.047% |
|Chief Accounting Officer||3yrs||no data||0.092% |
|Senior VP of Finance & Treasurer||3yrs||no data||no data|
Experienced Management: ACA's management team is considered experienced (3 years average tenure).
|Independent Non-Executive Chairman||2.25yrs||US$343.00k||0.097% |
|Independent Director||2.33yrs||US$298.46k||0.080% |
|Independent Director||2.33yrs||US$262.88k||0.059% |
|Independent Director||2.33yrs||US$234.50k||0.020% |
|Independent Director||2.33yrs||US$266.37k||0.056% |
|Independent Director||2.33yrs||US$230.22k||0.020% |
|Independent Director||2.33yrs||US$243.00k||0.020% |
|Independent Director||2.33yrs||US$238.00k||0.020% |
Experienced Board: ACA's board of directors are not considered experienced ( 2.3 years average tenure), which suggests a new board.
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Arcosa, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Arcosa, Inc.
- Ticker: ACA
- Exchange: NYSE
- Founded: 2018
- Industry: Construction and Engineering
- Sector: Capital Goods
- Market Cap: US$3.011b
- Shares outstanding: 48.19m
- Website: https://www.arcosa.com
Number of Employees
- Arcosa, Inc.
- 500 North Akard Street
- Suite 400
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|ACA||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||Oct 2018|
|ACA *||BMV (Bolsa Mexicana de Valores)||Yes||Common Stock||MX||MXN||Oct 2018|
|EOB||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Oct 2018|
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. It operates through three seg...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/01/23 00:18|
|End of Day Share Price||2021/01/22 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.