Arcosa (ACA) vs AECOM (ACM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Arcosa (ACA) has outperformed AECOM (ACM) over the past year, gaining 61.1% versus a loss of 55.0%. Over five years, ACA leads with a +181.4% price change compared with -8.2% for ACM. AECOM is the larger company by market cap ($7.50 billion vs $7.19 billion), about 1.0 times the size, while Arcosa is growing revenue faster (+12.2% vs +0.2%).
On valuation, AECOM trades at a lower forward P/E (9.1x vs 28.6x for Arcosa). AECOM offers the higher dividend yield (2.04% vs 0.14%). Arcosa converts more of its revenue into profit, with a net margin of 7.2% versus 3.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ACA | ACM |
|---|---|---|
| Share price | $146.40 | $58.28 |
| Market cap | $7.19B | $7.50B |
| 1-day change | -0.07% | -3.13% |
| YTD return | +37.70% | -38.86% |
| 1-year return | +61.13% | -54.97% |
| 5-year return | +181.43% | -8.22% |
| P/E ratio (TTM) | 36.15 | 20.52 |
| Forward P/E | 28.60 | 9.11 |
| EPS (TTM) | $4.05 | $2.84 |
| Dividend yield | 0.14% | 2.04% |
| Annual dividend | $0.20 | $1.19 |
| Revenue (latest FY) | $2.88B | $16.14B |
| Revenue growth (YoY) | +12.20% | +0.21% |
| Net income (latest FY) | $208.40M | $561.77M |
| Gross margin | 22.45% | 7.54% |
| Operating margin | 11.86% | 6.36% |
| Net margin | 7.23% | 3.48% |
| 52-week high | $147.05 | $135.52 |
| 52-week low | $89.03 | $56.39 |
| Distance from 52-week high | -0.44% | -57.00% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | +0.18% | +47.70% |
| Average volume | 675.99K | 1.93M |
| Shares outstanding | 49.11M | 128.70M |
| Employees | 6,390 | 51,000 |
| Sector | Industrials | Consumer Discretionary |
| Industry | Metal Fabrications | Military/Government/Technical |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ACA has outperformed ACM by 116.1 percentage points over the past year.
- Arcosa trades at a higher earnings multiple (36.1x vs 20.5x trailing P/E).
- AECOM offers a meaningfully higher dividend yield (2.04% vs 0.14%).
- Arcosa grew revenue faster in its latest fiscal year (+12.20% vs +0.21%).
- The two companies sit in different sectors: Arcosa in Industrials and AECOM in Consumer Discretionary.
About Arcosa
ACA stock →Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products.
Industrials · Metal Fabrications · 6,390 employees
About AECOM
ACM stock →AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations internationally. The company operates in three segments: Americas, International, and AECOM Capital.
Consumer Discretionary · Military/Government/Technical · 51,000 employees
ACA vs ACM FAQ
Which is bigger, Arcosa or AECOM?
AECOM (ACM) is larger, with a market capitalization of $7.50B compared with $7.19B for Arcosa (ACA).
Which stock has performed better over the past year, ACA or ACM?
ACA returned +61.13% over the past 12 months, compared with -54.97% for ACM (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ACA or ACM?
ACM has the lower trailing P/E at 20.5, versus 36.1 for ACA. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Arcosa or AECOM?
AECOM has the higher yield at 2.04%, compared with 0.14% for Arcosa.
Are Arcosa and AECOM in the same industry?
No. Arcosa is in the Industrials sector, while AECOM is in Consumer Discretionary.