Market Cap
US$8.1b
Last Updated
2021/01/15 00:31 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
Adequate balance sheet with moderate growth potential.
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 +/- 5% a week.
Volatility Over Time: ACM's weekly volatility (5%) has been stable over the past year.
Market Performance
7 Day Return
-1.9%
ACM
1.7%
US Construction
0.6%
US Market
1 Year Return
7.3%
ACM
33.4%
US Construction
21.0%
US Market
Return vs Industry: ACM underperformed the US Construction industry which returned 33% over the past year.
Return vs Market: ACM underperformed the US Market which returned 22% over the past year.
Shareholder returns
| ACM | Industry | Market | |
|---|---|---|---|
| 7 Day | -1.9% | 1.7% | 0.6% |
| 30 Day | 12.7% | 14.0% | 4.2% |
| 90 Day | 16.2% | 33.0% | 12.4% |
| 1 Year | 7.3%7.3% | 34.2%33.4% | 23.7%21.0% |
| 3 Year | 39.1%39.1% | 29.7%27.0% | 47.4%37.6% |
| 5 Year | 117.2%117.2% | 124.9%116.9% | 131.6%105.9% |
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
Is AECOM (NYSE:ACM) Potentially Undervalued?5 months ago | Simply Wall St
How Many AECOM (NYSE:ACM) Shares Have Insiders Sold, In The Last Year?6 months ago | Simply Wall St
AECOM (NYSE:ACM) Has A Pretty Healthy Balance SheetValuation
Is AECOM undervalued compared to its fair value and its price relative to the market?
11.4%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: ACM ($53.96) is trading below our estimate of fair value ($60.91)
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 (50.3x) compared to the US Construction industry average (25.8x).
PE vs Market: ACM is poor value based on its PE Ratio (50.3x) compared to the US market (21.1x).
Price to Earnings Growth Ratio
PEG Ratio: ACM is poor value based on its PEG Ratio (1.8x)
Price to Book Ratio
PB vs Industry: ACM's PB Ratio (2.6x) is in line with the US Construction industry average.
Next Steps
Future Growth
How is AECOM forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
28.1%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ACM's forecast earnings growth (28.1% per year) is above the savings rate (2%).
Earnings vs Market: ACM's earnings (28.1% per year) are forecast to grow faster than the US market (21.6% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: ACM's revenue (1.2% per year) is forecast to grow slower than the US market (10.2% per year).
High Growth Revenue: ACM's revenue (1.2% 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 (14.3%).
Next Steps
Past Performance
How has AECOM performed over the past 5 years?
-9.1%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: ACM has a large one-off loss of $188.3M impacting its September 30 2020 financial results.
Growing Profit Margin: ACM's current net profit margins (1.3%) are lower than last year (1.5%).
Past Earnings Growth Analysis
Earnings Trend: ACM has become profitable over the past 5 years, growing earnings by -9.1% per year.
Accelerating Growth: ACM's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: ACM had negative earnings growth (-17.2%) over the past year, making it difficult to compare to the Construction industry average (15.3%).
Return on Equity
High ROE: ACM's Return on Equity (5.5%) is considered low.
Next Steps
Financial Health
How is AECOM's financial position?
Financial Position Analysis
Short Term Liabilities: ACM's short term assets ($7.5B) exceed its short term liabilities ($6.1B).
Long Term Liabilities: ACM's short term assets ($7.5B) exceed its long term liabilities ($3.5B).
Debt to Equity History and Analysis
Debt Level: ACM's debt to equity ratio (59.5%) is considered high.
Reducing Debt: ACM's debt to equity ratio has reduced from 126.9% to 59.5% over the past 5 years.
Debt Coverage: ACM's debt is not well covered by operating cash flow (16.2%).
Interest Coverage: ACM's interest payments on its debt are well covered by EBIT (3.5x coverage).
Balance Sheet
Next Steps
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?
0.4yrs
Average management tenure
CEO
W. Rudd (55 yo)
0.42
Tenure
US$4,082,290
Compensation
Mr. W. Troy Rudd has been Chief Executive Officer and Director at AECOM since August 15, 2020. Mr. Rudd had been Chief Financial Officer and Executive Vice President at AECOM since October 2015 until Augus...
CEO Compensation Analysis
Compensation vs Market: W.'s total compensation ($USD4.08M) is below average for companies of similar size in the US market ($USD6.27M).
Compensation vs Earnings: W.'s compensation has been consistent with company performance over the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 0.42yr | US$4.08m | 0.069% $ 5.6m | |
| Executive Director | 10.5yrs | US$269.53k | 0.076% $ 6.2m | |
| President | 0.42yr | no data | 0.012% $ 971.3k | |
| Chief Financial Officer | 0.42yr | no data | 0.011% $ 873.7k | |
| Chief Technical Officer | 1.17yrs | no data | no data | |
| Chief Information Officer | 0.17yr | no data | no data | |
| Senior Vice President of Finance & Investor Relations | no data | no data | no data | |
| Executive VP & Chief Legal Officer | 1.17yrs | no data | 0.0031% $ 255.4k | |
| Vice President of Global Communications & Corporate Responsibility | no data | no data | no data | |
| Chief Human Resources Officer | 0.17yr | no data | 0.0045% $ 362.8k | |
| Chief Operating Officer of Americas | no data | no data | no data | |
| Chief Risk Officer & Senior VP | 12yrs | no data | no data |
0.4yrs
Average Tenure
51yo
Average Age
Experienced Management: ACM's management team is not considered experienced ( 0.4 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 0.42yr | US$4.08m | 0.069% $ 5.6m | |
| Executive Director | 10.5yrs | US$269.53k | 0.076% $ 6.2m | |
| Member of Global Advisory Board | 8.92yrs | no data | no data | |
| Chairman of Global Advisory Board | 8.92yrs | no data | no data | |
| Independent Director | 10.08yrs | US$289.53k | 0.020% $ 1.6m | |
| Independent Chairman of the Board | 0.42yr | US$291.53k | 0.036% $ 2.9m | |
| Independent Director | 6.58yrs | US$298.53k | 0.022% $ 1.8m | |
| Member of Global Advisory Board | 8.92yrs | no data | no data | |
| Member of Global Advisory Board | 8.92yrs | no data | no data | |
| Member of Global Advisory Board | 7.75yrs | no data | no data | |
| Independent Director | 5.42yrs | US$289.03k | 0.015% $ 1.2m | |
| Lead Independent Director | 1.17yrs | US$229.11k | 0% $ 0 |
8.3yrs
Average Tenure
65yo
Average Age
Experienced Board: ACM's board of directors are considered experienced (8.3 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$8.135b
- Shares outstanding: 150.76m
- Website: https://www.aecom.com
Number of Employees
Location
- AECOM
- 300 South Grand Avenue
- 9th Floor
- Los Angeles
- California
- 90071
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| ACM | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | May 2007 |
| E6Z | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | May 2007 |
| 0H9N | LSE (London Stock Exchange) | Yes | Common Stock | GB | USD | May 2007 |
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 | 2021/01/15 00:31 |
| End of Day Share Price | 2021/01/14 00:00 |
| Earnings | 2020/09/30 |
| 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.