Arcosa (ACA) vs Timken (TKR)
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 Timken (TKR) over the past year, gaining 61.1% versus a gain of 51.5%. Over five years, ACA leads with a +181.4% price change compared with +59.5% for TKR. Timken is the larger company by market cap ($7.90 billion vs $7.20 billion), about 1.1 times the size, while Arcosa is growing revenue faster (+12.2% vs +0.2%).
On valuation, Timken trades at a lower forward P/E (15.7x vs 28.6x for Arcosa). Timken offers the higher dividend yield (1.24% vs 0.14%). Arcosa converts more of its revenue into profit, with a net margin of 7.2% versus 6.3%.
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 | TKR |
|---|---|---|
| Share price | $146.67 | $113.96 |
| Market cap | $7.20B | $7.90B |
| 1-day change | +0.18% | -0.83% |
| YTD return | +37.70% | +36.59% |
| 1-year return | +61.13% | +51.54% |
| 5-year return | +181.43% | +59.46% |
| P/E ratio (TTM) | 36.21 | 30.88 |
| Forward P/E | 28.65 | 15.69 |
| EPS (TTM) | $4.05 | $3.69 |
| Dividend yield | 0.14% | 1.24% |
| Annual dividend | $0.20 | $1.41 |
| Revenue (latest FY) | $2.88B | $4.58B |
| Revenue growth (YoY) | +12.20% | +0.19% |
| Net income (latest FY) | $208.40M | $288.40M |
| Gross margin | 22.45% | 30.41% |
| Operating margin | 11.86% | 11.80% |
| Net margin | 7.23% | 6.29% |
| 52-week high | $147.05 | $146.37 |
| 52-week low | $89.03 | $70.57 |
| Distance from 52-week high | -0.26% | -22.14% |
| Analyst consensus | none | buy |
| Avg. price target upside | +0.00% | +28.53% |
| Average volume | 674.18K | 915.90K |
| Shares outstanding | 49.11M | 69.30M |
| Employees | 6,390 | 19,000 |
| Sector | Industrials | Industrials |
| 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
- Timken offers a meaningfully higher dividend yield (1.24% vs 0.14%).
- Arcosa grew revenue faster in its latest fiscal year (+12.20% vs +0.19%).
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 Timken
TKR stock →The Timken Company designs, manufactures, and sells engineered bearings and industrial motion products, and related services in the United States and internationally. The company operates in two segments, Engineered Bearings and Industrial Motion.
Industrials · Metal Fabrications · 19,000 employees
ACA vs TKR FAQ
Which is bigger, Arcosa or Timken?
Timken (TKR) is larger, with a market capitalization of $7.90B compared with $7.20B for Arcosa (ACA).
Which stock has performed better over the past year, ACA or TKR?
ACA returned +61.13% over the past 12 months, compared with +51.54% for TKR (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ACA or TKR?
TKR has the lower trailing P/E at 30.9, versus 36.2 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 Timken?
Timken has the higher yield at 1.24%, compared with 0.14% for Arcosa.
Are Arcosa and Timken in the same industry?
Yes. Both are classified in the Metal Fabrications industry within the Industrials sector.