Arcosa (ACA) vs Franklin Electric (FELE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Arcosa (ACA) has outperformed Franklin Electric (FELE) over the past year, gaining 61.1% versus a gain of 4.1%. Over five years, ACA leads with a +181.4% price change compared with +16.6% for FELE. Arcosa is the larger company by market cap ($7.19 billion vs $4.31 billion), about 1.7 times the size.
On valuation, Franklin Electric trades at a lower forward P/E (18.9x vs 28.6x for Arcosa). Franklin Electric offers the higher dividend yield (1.12% vs 0.14%). Arcosa converts more of its revenue into profit, with a net margin of 7.2% versus 6.9%.
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 | FELE |
|---|---|---|
| Share price | $146.40 | $97.59 |
| Market cap | $7.19B | $4.31B |
| 1-day change | -0.07% | -1.67% |
| YTD return | +37.70% | +2.16% |
| 1-year return | +61.13% | +4.05% |
| 5-year return | +181.43% | +16.59% |
| P/E ratio (TTM) | 36.15 | 28.12 |
| Forward P/E | 28.60 | 18.90 |
| EPS (TTM) | $4.05 | $3.47 |
| Dividend yield | 0.14% | 1.12% |
| Annual dividend | $0.20 | $1.09 |
| Revenue (latest FY) | $2.88B | $2.13B |
| Revenue growth (YoY) | +12.20% | +5.44% |
| Net income (latest FY) | $208.40M | $147.09M |
| Gross margin | 22.45% | 35.47% |
| Operating margin | 11.86% | 12.62% |
| Net margin | 7.23% | 6.90% |
| 52-week high | $147.05 | $115.82 |
| 52-week low | $89.03 | $89.54 |
| Distance from 52-week high | -0.44% | -15.74% |
| Analyst consensus | none | none |
| Avg. price target upside | +0.18% | +21.43% |
| Average volume | 674.18K | 281.40K |
| Shares outstanding | 49.11M | 44.21M |
| Employees | 6,390 | 6,500 |
| Sector | Industrials | Consumer Discretionary |
| Industry | Metal Fabrications | Metal Fabrications |
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 FELE by 57.1 percentage points over the past year.
- Arcosa trades at a higher earnings multiple (36.1x vs 28.1x trailing P/E).
- Arcosa grew revenue faster in its latest fiscal year (+12.20% vs +5.44%).
- The two companies sit in different sectors: Arcosa in Industrials and Franklin Electric 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 Franklin Electric
FELE stock →Franklin Electric Co., Inc., together with its subsidiaries, designs, manufactures, and distributes water and fuel pumping systems in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. It operates through Water Systems, Energy Systems, and Distribution segments.
Consumer Discretionary · Metal Fabrications · 6,500 employees
ACA vs FELE FAQ
Which is bigger, Arcosa or Franklin Electric?
Arcosa (ACA) is larger, with a market capitalization of $7.19B compared with $4.31B for Franklin Electric (FELE).
Which stock has performed better over the past year, ACA or FELE?
ACA returned +61.13% over the past 12 months, compared with +4.05% for FELE (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ACA or FELE?
FELE has the lower trailing P/E at 28.1, 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 Franklin Electric?
Franklin Electric has the higher yield at 1.12%, compared with 0.14% for Arcosa.
Are Arcosa and Franklin Electric in the same industry?
Yes. Both are classified in the Metal Fabrications industry within the Industrials sector.