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ACM

AECOMNYSE:ACM Stock Report

Market Cap

US$10.3b

7D

-1.2%

1Y

38.0%

Updated

26 Nov, 2021

Data

Company Financials +
ACM fundamental analysis
Snowflake Score
Valuation1/6
Future Growth2/6
Past Performance5/6
Financial Health5/6
Dividends0/6

ACM Stock Overview

AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

AECOM Competitors

Quanta Services

NYSE:PWR

US$16.7b

MasTec

NYSE:MTZ

US$7.1b

Valmont Industries

NYSE:VMI

US$5.2b

Fluor

NYSE:FLR

US$3.1b

Price History & Performance

Summary of all time highs, changes and price drops for AECOM
Historical stock prices
Current Share PriceUS$72.12
52 Week HighUS$75.94
52 Week LowUS$46.61
Beta1.53
1 Month Change7.71%
3 Month Change7.93%
1 Year Change37.95%
3 Year Change124.25%
5 Year Change95.24%
Change since IPO241.80%

Recent News & Updates

Nov 20
If You Like EPS Growth Then Check Out AECOM (NYSE:ACM) Before It's Too Late

If You Like EPS Growth Then Check Out AECOM (NYSE:ACM) Before It's Too Late

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

Oct 23
Is Now An Opportune Moment To Examine AECOM (NYSE:ACM)?

Is Now An Opportune Moment To Examine AECOM (NYSE:ACM)?

While AECOM ( NYSE:ACM ) might not be the most widely known stock at the moment, it saw a double-digit share price rise...

Oct 08
We Think AECOM (NYSE:ACM) Can Stay On Top Of Its Debt

We Think AECOM (NYSE:ACM) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Sep 23
Estimating The Intrinsic Value Of AECOM (NYSE:ACM)

Estimating The Intrinsic Value Of AECOM (NYSE:ACM)

Today we will run through one way of estimating the intrinsic value of AECOM ( NYSE:ACM ) by taking the expected future...

Shareholder Returns

ACMUS ConstructionUS Market
7D-1.2%1.5%-0.7%
1Y38.0%56.8%24.7%

Return vs Industry: ACM underperformed the US Construction industry which returned 56.8% over the past year.

Return vs Market: ACM exceeded the US Market which returned 24.7% over the past year.

Price Volatility

Is ACM's price volatile compared to industry and market?
ACM volatility
ACM Average Weekly Movement4.1%
Construction Industry Average Movement5.1%
Market Average Movement6.0%
10% most volatile stocks in US Market15.1%
10% least volatile stocks in US Market2.2%

Stable Share Price: ACM is not significantly more volatile than the rest 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.

About the Company

FoundedEmployeesCEOWebsite
198051,000W. Ruddhttps://www.aecom.com

AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through three segments: Americas, International, and AECOM Capital. The company offers planning, consulting, architectural and engineering design, construction and program management, and investment and development services to commercial and government clients.

AECOM Fundamentals Summary

How do AECOM's earnings and revenue compare to its market cap?
ACM fundamental statistics
Market CapUS$10.26b
Earnings (TTM)US$294.68m
Revenue (TTM)US$13.34b

34.8x

P/E Ratio

0.8x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
ACM income statement (TTM)
RevenueUS$13.34b
Cost of RevenueUS$12.54b
Gross ProfitUS$798.42m
ExpensesUS$503.74m
EarningsUS$294.68m

Last Reported Earnings

Sep 30, 2021

Next Earnings Date

n/a

Earnings per share (EPS)2.07
Gross Margin5.98%
Net Profit Margin2.21%
Debt/Equity Ratio76.6%

How did ACM perform over the long term?

See historical performance and comparison

Valuation

Is AECOM undervalued compared to its fair value and its price relative to the market?

6.8%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: ACM ($75.12) is trading below our estimate of fair value ($77.79)

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 (36.2x) compared to the US Construction industry average (29.5x).

PE vs Market: ACM is poor value based on its PE Ratio (36.2x) compared to the US market (17.6x).


Price to Earnings Growth Ratio

PEG Ratio: ACM is poor value based on its PEG Ratio (2.1x)


Price to Book Ratio

PB vs Industry: ACM is overvalued based on its PB Ratio (3.9x) compared to the US Construction industry average (2.4x).


Future Growth

How is AECOM forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?

17.0%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: ACM's forecast earnings growth (17% per year) is above the savings rate (2%).

Earnings vs Market: ACM's earnings (17% per year) are forecast to grow faster than the US market (14.4% per year).

High Growth Earnings: ACM's earnings are forecast to grow, but not significantly.

Revenue vs Market: ACM's revenue (5.8% per year) is forecast to grow slower than the US market (10.1% per year).

High Growth Revenue: ACM's revenue (5.8% 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 (19%).


Past Performance

How has AECOM performed over the past 5 years?

2.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: ACM has high quality earnings.

Growing Profit Margin: ACM's current net profit margins (2.2%) are higher than last year (1.3%).


Past Earnings Growth Analysis

Earnings Trend: ACM's earnings have grown by 2.5% per year over the past 5 years.

Accelerating Growth: ACM's earnings growth over the past year (72.9%) exceeds its 5-year average (2.5% per year).

Earnings vs Industry: ACM earnings growth over the past year (72.9%) exceeded the Construction industry 17.7%.


Return on Equity

High ROE: ACM's Return on Equity (11.3%) is considered low.


Financial Health

How is AECOM's financial position?


Financial Position Analysis

Short Term Liabilities: ACM's short term assets ($6.2B) exceed its short term liabilities ($5.5B).

Long Term Liabilities: ACM's short term assets ($6.2B) exceed its long term liabilities ($3.4B).


Debt to Equity History and Analysis

Debt Level: ACM's net debt to equity ratio (33.1%) is considered satisfactory.

Reducing Debt: ACM's debt to equity ratio has reduced from 114.5% to 76.6% over the past 5 years.

Debt Coverage: ACM's debt is well covered by operating cash flow (32.5%).

Interest Coverage: ACM's interest payments on its debt are not well covered by EBIT (2.9x 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?

1.3yrs

Average management tenure


CEO

W. Rudd (56 yo)

1.25yrs

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 ($USD9.32M) is about average for companies of similar size in the US market ($USD11.03M).

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 ( 1.3 years average tenure), which suggests a new team.


Board Members

Experienced Board: ACM's board of directors are considered experienced (8 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.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

AECOM's 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$10.256b
  • Shares outstanding: 142.20m
  • Website: https://www.aecom.com

Number of Employees


Location

  • AECOM
  • 13355 Noel Road
  • Suite 400
  • Dallas
  • Texas
  • 75240
  • United States

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/11/26 21:17
End of Day Share Price2021/11/26 00:00
Earnings2021/09/30
Annual Earnings2021/09/30


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.