Arcosa (ACA) vs Generac Holdlings (GNRC)
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 Generac Holdlings (GNRC) over the past year, gaining 61.1% versus a gain of 32.6%. Over five years, ACA leads with a +181.4% price change compared with -51.0% for GNRC. Generac Holdlings is the larger company by market cap ($13.07 billion vs $7.19 billion), about 1.8 times the size, while Arcosa is growing revenue faster (+12.2% vs -2.0%).
On valuation, Generac Holdlings trades at a lower forward P/E (17.2x vs 28.6x for Arcosa). Arcosa pays a dividend yielding 0.14%, while Generac Holdlings does not currently pay one. Arcosa converts more of its revenue into profit, with a net margin of 7.2% versus 3.8%.
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 | GNRC |
|---|---|---|
| Share price | $146.40 | $221.34 |
| Market cap | $7.19B | $13.07B |
| 1-day change | -0.07% | -1.02% |
| YTD return | +37.70% | +62.31% |
| 1-year return | +61.13% | +32.58% |
| 5-year return | +181.43% | -51.02% |
| P/E ratio (TTM) | 36.15 | 50.88 |
| Forward P/E | 28.60 | 17.21 |
| EPS (TTM) | $4.05 | $4.35 |
| Dividend yield | 0.14% | 0.00% |
| Annual dividend | $0.20 | $0.00 |
| Revenue (latest FY) | $2.88B | $4.21B |
| Revenue growth (YoY) | +12.20% | -2.02% |
| Net income (latest FY) | $208.40M | $159.55M |
| Gross margin | 22.45% | 38.29% |
| Operating margin | 11.86% | 6.87% |
| Net margin | 7.23% | 3.79% |
| 52-week high | $147.05 | $296.44 |
| 52-week low | $89.03 | $134.80 |
| Distance from 52-week high | -0.44% | -25.33% |
| Analyst consensus | none | buy |
| Avg. price target upside | +0.18% | +29.80% |
| Average volume | 675.84K | 1.20M |
| Shares outstanding | 49.11M | 59.06M |
| Employees | 6,390 | 9,400 |
| 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 GNRC by 28.5 percentage points over the past year.
- Generac Holdlings trades at a higher earnings multiple (50.9x vs 36.1x trailing P/E).
- Arcosa grew revenue faster in its latest fiscal year (+12.20% vs -2.02%).
- The two companies sit in different sectors: Arcosa in Industrials and Generac Holdlings 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 Generac Holdlings
GNRC stock →Generac Holdings Inc. designs, manufactures, and distributes energy technology products and solutions worldwide.
Consumer Discretionary · Metal Fabrications · 9,400 employees
ACA vs GNRC FAQ
Which is bigger, Arcosa or Generac Holdlings?
Generac Holdlings (GNRC) is larger, with a market capitalization of $13.07B compared with $7.19B for Arcosa (ACA).
Which stock has performed better over the past year, ACA or GNRC?
ACA returned +61.13% over the past 12 months, compared with +32.58% for GNRC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ACA or GNRC?
ACA has the lower trailing P/E at 36.1, versus 50.9 for GNRC. 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 Generac Holdlings?
Arcosa pays a dividend yielding 0.14%, while Generac Holdlings does not currently pay a regular dividend.
Are Arcosa and Generac Holdlings in the same industry?
Yes. Both are classified in the Metal Fabrications industry within the Industrials sector.