Market Cap
US$10.1b
Last Updated
2021/05/06 22:16 UTC
Data Sources
Company Financials +
Executive Summary
AECOM, together with its subsidiaries, delivers professional services to program and construction management in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. More Details
Rewards
Risk Analysis
Snowflake Analysis
Excellent balance sheet with acceptable track record.
Similar Companies
Share Price & News
How has AECOM's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: ACM is less volatile than 75% of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: ACM's weekly volatility (4%) has been stable over the past year.
Market Performance
7 Day Return
2.5%
ACM
1.0%
US Construction
-1.7%
US Market
1 Year Return
96.2%
ACM
130.6%
US Construction
51.8%
US Market
Return vs Industry: ACM underperformed the US Construction industry which returned 133.4% over the past year.
Return vs Market: ACM exceeded the US Market which returned 52.8% over the past year.
Shareholder returns
| ACM | Industry | Market | |
|---|---|---|---|
| 7 Day | 2.5% | 1.0% | -1.7% |
| 30 Day | 3.8% | 4.0% | 1.5% |
| 90 Day | 26.9% | 16.8% | 3.1% |
| 1 Year | 96.2%96.2% | 131.7%130.6% | 54.4%51.8% |
| 3 Year | 103.5%103.5% | 61.7%58.8% | 63.0%52.8% |
| 5 Year | 112.0%112.0% | 107.6%100.3% | 127.2%101.9% |
Long-Term Price Volatility Vs. Market
How volatile is AECOM's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Have Insiders Been Selling AECOM (NYSE:ACM) Shares?4 weeks ago | Simply Wall St
Why AECOM (NYSE:ACM) Could Be Worth Watching1 month ago | Simply Wall St
Here's Why AECOM (NYSE:ACM) Can Manage Its Debt ResponsiblyValuation
Is AECOM undervalued compared to its fair value and its price relative to the market?
13.1%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: ACM ($68.97) is trading below our estimate of fair value ($79.37)
Significantly Below Fair Value: ACM is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: ACM is poor value based on its PE Ratio (48.7x) compared to the US Construction industry average (30.9x).
PE vs Market: ACM is poor value based on its PE Ratio (48.7x) compared to the US market (20.4x).
Price to Earnings Growth Ratio
PEG Ratio: ACM is poor value based on its PEG Ratio (2.4x)
Price to Book Ratio
PB vs Industry: ACM is overvalued based on its PB Ratio (3.5x) compared to the US Construction industry average (3.1x).
Future Growth
How is AECOM forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
20.0%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ACM's forecast earnings growth (20% per year) is above the savings rate (2%).
Earnings vs Market: ACM's earnings (20% per year) are forecast to grow faster than the US market (15.7% per year).
High Growth Earnings: ACM's earnings are forecast to grow, but not significantly.
Revenue vs Market: ACM's revenue (4.2% per year) is forecast to grow slower than the US market (9.2% per year).
High Growth Revenue: ACM's revenue (4.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: ACM's Return on Equity is forecast to be low in 3 years time (17.9%).
Past Performance
How has AECOM performed over the past 5 years?
-5.4%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ACM has a large one-off loss of $156.5M impacting its December 31 2020 financial results.
Growing Profit Margin: ACM's current net profit margins (1.7%) are higher than last year (1.5%).
Past Earnings Growth Analysis
Earnings Trend: ACM has become profitable over the past 5 years, growing earnings by -5.4% per year.
Accelerating Growth: ACM's earnings growth over the past year (9%) exceeds its 5-year average (-5.4% per year).
Earnings vs Industry: ACM earnings growth over the past year (9%) underperformed the Construction industry 9%.
Return on Equity
High ROE: ACM's Return on Equity (8%) is considered low.
Financial Health
How is AECOM's financial position?
Financial Position Analysis
Short Term Liabilities: ACM's short term assets ($6.9B) exceed its short term liabilities ($6.0B).
Long Term Liabilities: ACM's short term assets ($6.9B) exceed its long term liabilities ($3.5B).
Debt to Equity History and Analysis
Debt Level: ACM's debt to equity ratio (67.2%) is considered high.
Reducing Debt: ACM's debt to equity ratio has reduced from 128.4% to 67.2% over the past 5 years.
Debt Coverage: ACM's debt is well covered by operating cash flow (26.8%).
Interest Coverage: ACM's interest payments on its debt are well covered by EBIT (4x coverage).
Balance Sheet
Dividend
What is AECOM current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate ACM's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate ACM's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if ACM's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if ACM's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of ACM's dividend in 3 years as they are not forecast to pay a notable one for the US market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
0.8yrs
Average management tenure
CEO
W. Rudd (55 yo)
0.75
Tenure
US$9,320,888
Compensation
Mr. W. Troy Rudd has been Chief Executive Officer and Director at AECOM since August 15, 2020. Mr. Rudd had been Chief Financial Officer and Executive Vice President at AECOM since October 2015 until Augus...
CEO Compensation Analysis
Compensation vs Market: W.'s total compensation ($USD9.32M) is about average for companies of similar size in the US market ($USD11.15M).
Compensation vs Earnings: W.'s compensation has increased by more than 20% in the past year.
Leadership Team
Experienced Management: ACM's management team is not considered experienced ( 0.8 years average tenure), which suggests a new team.
Board Members
Experienced Board: ACM's board of directors are considered experienced (7.5 years average tenure).
Ownership
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
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
AECOM's company bio, employee growth, exchange listings and data sources
Key Information
- Name: AECOM
- Ticker: ACM
- Exchange: NYSE
- Founded: 1980
- Industry: Construction and Engineering
- Sector: Capital Goods
- Market Cap: US$10.071b
- Shares outstanding: 147.71m
- Website: https://www.aecom.com
Number of Employees
Location
- AECOM
- 300 South Grand Avenue
- 9th Floor
- Los Angeles
- California
- 90071
- United States
Listings
Biography
AECOM, together with its subsidiaries, delivers professional services to program and construction management in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through thre...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/05/06 22:16 |
| End of Day Share Price | 2021/05/06 00:00 |
| Earnings | 2020/12/31 |
| Annual Earnings | 2020/09/30 |
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.