Arcosa Inc (ACA)vsEMCOR Group Inc (EME)
ACA
Arcosa Inc
$145.00
-0.17%
INDUSTRIALS · Cap: $7.14B
EME
EMCOR Group Inc
$780.66
+4.32%
INDUSTRIALS · Cap: $34.10B
Smart Verdict
WallStSmart Research — data-driven comparison
EMCOR Group Inc generates 537% more annual revenue ($18.60B vs $2.92B). ACA leads profitability with a 16.8% profit margin vs 7.7%. EME appears more attractively valued with a PEG of 0.31. EME earns a higher WallStSmart Score of 71/100 (B).
ACA
Buy61
out of 100
Grade: C+
EME
Strong Buy71
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 448.6% 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
19.8% revenue growth
Earnings expanding 34.8% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.7% revenue growth
Grey zone — moderate risk
Trading at 8.5x book value
7.7% margin — thin
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 : EME
The strongest argument for EME centers on PEG Ratio, Return on Equity, Altman Z-Score. Revenue growth of 19.8% demonstrates continued momentum. PEG of 0.31 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 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 1.13 — expect wider price swings.
EME is growing revenue faster at 19.8% — sustainability is the question.
EME generates stronger free cash flow (258M), providing more financial flexibility.
Bottom Line
EME scores higher overall (71/100 vs 61/100) and 19.8% 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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