Arcosa Inc (ACA)vsEMCOR Group Inc (EME)
ACA
Arcosa Inc
$122.49
-1.25%
INDUSTRIALS · Cap: $6.36B
EME
EMCOR Group Inc
$817.44
-3.31%
INDUSTRIALS · Cap: $36.65B
Smart Verdict
WallStSmart Research — data-driven comparison
EMCOR Group Inc generates 510% more annual revenue ($17.75B vs $2.91B). ACA leads profitability with a 7.7% profit margin vs 7.5%. EME appears more attractively valued with a PEG of 0.44. EME earns a higher WallStSmart Score of 66/100 (B-).
ACA
Buy53
out of 100
Grade: C-
EME
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 57.8% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
19.7% revenue growth
Earnings expanding 30.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.4% revenue growth
Grey zone — moderate risk
Moderate valuation
Trading at 9.4x book value
7.5% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ACA
The strongest argument for ACA centers on EPS Growth, Price/Book.
Bull Case : EME
The strongest argument for EME centers on PEG Ratio, Return on Equity, Altman Z-Score. Revenue growth of 19.7% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.
Bear Case : ACA
The primary concerns for ACA are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : EME
The primary concerns for EME are P/E Ratio, Price/Book, Profit Margin.
Key Dynamics to Monitor
ACA profiles as a value stock while EME is a growth play — different risk/reward profiles.
EME carries more volatility with a beta of 1.12 — expect wider price swings.
EME is growing revenue faster at 19.7% — sustainability is the question.
ACA generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
EME scores higher overall (66/100 vs 53/100) and 19.7% revenue growth. Both earn "Strong Buy" and "Buy" 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 →EMCOR Group Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
EMCOR Group, Inc. provides electrical and mechanical installation and construction services in the United States. The company is headquartered in Norwalk, Connecticut.
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