Arcosa (ACA) vs Dycom Industries (DY)
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 Dycom Industries (DY) over the past year, gaining 61.1% versus a loss of 2.4%. Over five years, DY leads with a +297.6% price change compared with +181.4% for ACA. Dycom Industries is the larger company by market cap ($8.52 billion vs $7.19 billion), about 1.2 times the size.
On valuation, Dycom Industries trades at a lower forward P/E (13.6x vs 28.6x for Arcosa). Arcosa pays a dividend yielding 0.14%, while Dycom Industries does not currently pay one. Arcosa converts more of its revenue into profit, with a net margin of 7.2% versus 5.1%.
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 | DY |
|---|---|---|
| Share price | $146.40 | $282.46 |
| Market cap | $7.19B | $8.52B |
| 1-day change | -0.07% | -2.74% |
| YTD return | +37.70% | -17.33% |
| 1-year return | +61.13% | -2.43% |
| 5-year return | +181.43% | +297.59% |
| P/E ratio (TTM) | 36.15 | 25.80 |
| Forward P/E | 28.60 | 13.59 |
| EPS (TTM) | $4.05 | $10.95 |
| Dividend yield | 0.14% | 0.00% |
| Annual dividend | $0.20 | $0.00 |
| Revenue (latest FY) | $2.88B | $5.55B |
| Revenue growth (YoY) | +12.20% | +17.95% |
| Net income (latest FY) | $208.40M | $281.19M |
| Gross margin | 22.45% | 20.56% |
| Operating margin | 11.86% | — |
| Net margin | 7.23% | 5.07% |
| 52-week high | $147.05 | $566.47 |
| 52-week low | $89.03 | $263.36 |
| Distance from 52-week high | -0.44% | -50.14% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | +0.18% | +84.42% |
| Average volume | 675.99K | 580.30K |
| Shares outstanding | 49.11M | 30.16M |
| Employees | 6,390 | 19,556 |
| Sector | Industrials | Industrials |
| Industry | Metal Fabrications | Water Sewer Pipeline Comm & Power Line Construction |
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 DY by 63.6 percentage points over the past year.
- Arcosa trades at a higher earnings multiple (36.1x vs 25.8x trailing P/E).
- Dycom Industries grew revenue faster in its latest fiscal year (+17.95% vs +12.20%).
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 Dycom Industries
DY stock →Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States.
Industrials · Water Sewer Pipeline Comm & Power Line Construction · 19,556 employees
ACA vs DY FAQ
Which is bigger, Arcosa or Dycom Industries?
Dycom Industries (DY) is larger, with a market capitalization of $8.52B compared with $7.19B for Arcosa (ACA).
Which stock has performed better over the past year, ACA or DY?
ACA returned +61.13% over the past 12 months, compared with -2.43% for DY (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ACA or DY?
DY has the lower trailing P/E at 25.8, 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 Dycom Industries?
Arcosa pays a dividend yielding 0.14%, while Dycom Industries does not currently pay a regular dividend.
Are Arcosa and Dycom Industries in the same industry?
Both are in the Industrials sector, but in different industries: Metal Fabrications for Arcosa and Water Sewer Pipeline Comm & Power Line Construction for Dycom Industries.