Arcosa Inc (ACA)vsApi Group Corp (APG)
ACA
Arcosa Inc
$145.00
-0.17%
INDUSTRIALS · Cap: $7.14B
APG
Api Group Corp
$37.86
+1.28%
INDUSTRIALS · Cap: $17.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Api Group Corp generates 189% more annual revenue ($8.44B vs $2.92B). ACA leads profitability with a 16.8% profit margin vs 4.1%. ACA earns a higher WallStSmart Score of 61/100 (C+).
ACA
Buy61
out of 100
Grade: C+
APG
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ACA.
Margin of Safety
-87.5%
Fair Value
$23.99
Current Price
$37.86
$13.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 448.6% YoY
Reasonable price relative to book value
Earnings expanding 25.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.7% revenue growth
Grey zone — moderate risk
Distress zone — elevated risk
4.1% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ACA
The strongest argument for ACA centers on EPS Growth, Price/Book. Profitability is solid with margins at 16.8% and operating margin at 12.3%.
Bull Case : APG
The strongest argument for APG centers on EPS Growth. Revenue growth of 13.3% demonstrates continued momentum.
Bear Case : ACA
The primary concerns for ACA are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : APG
The primary concerns for APG are Altman Z-Score, Profit Margin, Debt/Equity. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
APG carries more volatility with a beta of 1.60 — expect wider price swings.
APG is growing revenue faster at 13.3% — sustainability is the question.
APG generates stronger free cash flow (52M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACA scores higher overall (61/100 vs 50/100), backed by strong 16.8% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arcosa Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Arcosa, Inc. provides infrastructure related products and solutions for the construction, energy and transportation markets in North America. The company is headquartered in Dallas, Texas.
Visit Website →Api Group Corp
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
APi Group Corporation provides security, specialty and industrial services primarily in North America. The company is headquartered in New Brighton, Minnesota.
Visit Website →Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?