Arcosa Inc (ACA)vsEMCOR Group Inc (EME)
ACA
Arcosa Inc
$106.72
+0.69%
INDUSTRIALS · Cap: $5.11B
EME
EMCOR Group Inc
$764.76
+0.46%
INDUSTRIALS · Cap: $34.24B
Smart Verdict
WallStSmart Research — data-driven comparison
EMCOR Group Inc generates 489% more annual revenue ($16.99B vs $2.88B). EME leads profitability with a 7.5% profit margin vs 7.2%. EME appears more attractively valued with a PEG of 1.08. EME earns a higher WallStSmart Score of 64/100 (C+).
ACA
Buy64
out of 100
Grade: C+
EME
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.6%
Fair Value
$198.43
Current Price
$106.72
$91.71 discount
Margin of Safety
+38.8%
Fair Value
$1320.70
Current Price
$764.76
$555.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 39 in profit
Earnings expanding 53.0% YoY
Safe zone — low bankruptcy risk
19.7% revenue growth
Areas to Watch
3.4% earnings growth
Distress zone — elevated risk
7.2% margin — thin
Weak financial health signals
Moderate valuation
Trading at 9.3x book value
7.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : ACA
The strongest argument for ACA centers on Price/Book. PEG of 1.38 suggests the stock is reasonably priced for its growth.
Bull Case : EME
The strongest argument for EME centers on Return on Equity, EPS Growth, Altman Z-Score. Revenue growth of 19.7% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : ACA
The primary concerns for ACA are EPS Growth, Altman Z-Score, Profit Margin.
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 1.14 — expect wider price swings.
EME is growing revenue faster at 19.7% — sustainability is the question.
EME generates stronger free cash flow (492M), providing more financial flexibility.
Bottom Line
ACA scores higher overall (64/100 vs 64/100). EME offers better value entry with a 38.8% margin of safety. Both earn "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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