WallStSmart

Arcosa Inc (ACA)vsFerrovial SE (FER)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ferrovial SE generates 231% more annual revenue ($9.63B vs $2.91B). FER leads profitability with a 9.2% profit margin vs 7.7%. ACA appears more attractively valued with a PEG of 2.01. ACA earns a higher WallStSmart Score of 53/100 (C-).

ACA

Buy

53

out of 100

Grade: C-

Growth: 6.7Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 6/9Altman Z: 1.94

FER

Hold

38

out of 100

Grade: F

Growth: 4.7Profit: 6.0Value: 3.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.94

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACA2 strengths · Avg: 9.0/10
EPS GrowthGrowth
57.8%10/10

Earnings expanding 57.8% YoY

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

FER1 strengths · Avg: 8.0/10
Free Cash FlowQuality
$1.43B8/10

Generating 1.4B in free cash flow

Areas to Watch

ACA4 concerns · Avg: 4.0/10
PEG RatioValuation
2.014/10

Expensive relative to growth rate

P/E RatioValuation
29.0x4/10

Moderate valuation

Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

FER4 concerns · Avg: 2.0/10
PEG RatioValuation
5.192/10

Expensive relative to growth rate

P/E RatioValuation
49.6x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-87.6%2/10

Earnings declined 87.6%

Altman Z-ScoreHealth
0.942/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : ACA

The strongest argument for ACA centers on EPS Growth, Price/Book.

Bull Case : FER

The strongest argument for FER centers on Free Cash Flow.

Bear Case : ACA

The primary concerns for ACA are PEG Ratio, P/E Ratio, Revenue Growth.

Bear Case : FER

The primary concerns for FER are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 49.6x leaves little room for execution misses.

Key Dynamics to Monitor

ACA carries more volatility with a beta of 1.07 — expect wider price swings.

FER is growing revenue faster at 5.7% — sustainability is the question.

FER generates stronger free cash flow (1.4B), providing more financial flexibility.

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ACA scores higher overall (53/100 vs 38/100). 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.

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Ferrovial SE

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Ferrovial SE, engages in the development, construction, and operation of highways and airports in the United States, Poland, Spain, the United Kingdom, Canada, and internationally. The company is headquartered in Amsterdam, the Netherlands.

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