Arcosa (ACA) vs Valmont Industries (VMI)
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 Valmont Industries (VMI) over the past year, gaining 61.1% versus a gain of 17.0%. Over five years, ACA leads with a +181.4% price change compared with +91.3% for VMI. Valmont Industries is the larger company by market cap ($9.07 billion vs $7.19 billion), about 1.3 times the size, while Arcosa is growing revenue faster (+12.2% vs +0.7%).
On valuation, Valmont Industries trades at a lower forward P/E (18.1x vs 28.6x for Arcosa). Valmont Industries offers the higher dividend yield (0.62% vs 0.14%). Valmont Industries converts more of its revenue into profit, with a net margin of 8.5% versus 7.2%.
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 | VMI |
|---|---|---|
| Share price | $146.50 | $470.07 |
| Market cap | $7.19B | $9.07B |
| 1-day change | +0.06% | +1.18% |
| YTD return | +37.70% | +15.48% |
| 1-year return | +61.13% | +16.96% |
| 5-year return | +181.43% | +91.28% |
| P/E ratio (TTM) | 36.17 | 18.35 |
| Forward P/E | 28.62 | 18.09 |
| EPS (TTM) | $4.05 | $25.62 |
| Dividend yield | 0.14% | 0.62% |
| Annual dividend | $0.20 | $2.90 |
| Revenue (latest FY) | $2.88B | $4.10B |
| Revenue growth (YoY) | +12.20% | +0.71% |
| Net income (latest FY) | $208.40M | $350.27M |
| Gross margin | 22.45% | 30.21% |
| Operating margin | 11.86% | 10.13% |
| Net margin | 7.23% | 8.53% |
| 52-week high | $147.05 | $585.71 |
| 52-week low | $89.03 | $378.02 |
| Distance from 52-week high | -0.38% | -19.74% |
| Analyst consensus | none | none |
| Avg. price target upside | +0.12% | +32.85% |
| Average volume | 674.18K | 188.60K |
| Shares outstanding | 49.11M | 19.30M |
| Employees | 6,390 | 10,791 |
| 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
- ACA has outperformed VMI by 44.2 percentage points over the past year.
- Arcosa trades at a higher earnings multiple (36.2x vs 18.3x trailing P/E).
- Arcosa grew revenue faster in its latest fiscal year (+12.20% vs +0.71%).
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 Valmont Industries
VMI stock →Valmont Industries, Inc. operates as a manufacturer of products and services for infrastructure and agriculture markets in the United States, Australia, Brazil, and internationally.
Industrials · Metal Fabrications · 10,791 employees
ACA vs VMI FAQ
Which is bigger, Arcosa or Valmont Industries?
Valmont Industries (VMI) is larger, with a market capitalization of $9.07B compared with $7.19B for Arcosa (ACA).
Which stock has performed better over the past year, ACA or VMI?
ACA returned +61.13% over the past 12 months, compared with +16.96% for VMI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ACA or VMI?
VMI has the lower trailing P/E at 18.3, 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 Valmont Industries?
Valmont Industries has the higher yield at 0.62%, compared with 0.14% for Arcosa.
Are Arcosa and Valmont Industries in the same industry?
Yes. Both are classified in the Metal Fabrications industry within the Industrials sector.