Arcosa Inc (ACA)vsFerrovial SE (FER)
ACA
Arcosa Inc
$126.47
+8.60%
INDUSTRIALS · Cap: $5.72B
FER
Ferrovial SE
$68.91
+1.97%
INDUSTRIALS · Cap: $48.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferrovial SE generates 234% more annual revenue ($9.63B vs $2.88B). FER leads profitability with a 9.2% profit margin vs 7.2%. ACA appears more attractively valued with a PEG of 1.55. ACA earns a higher WallStSmart Score of 59/100 (C).
ACA
Buy59
out of 100
Grade: C
FER
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.2%
Fair Value
$106.33
Current Price
$126.47
$20.14 premium
Intrinsic value data unavailable for FER.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 335.3% YoY
Reasonable price relative to book value
Generating 1.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
7.2% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 87.6%
Comparative Analysis Report
WallStSmart ResearchBull 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, Altman Z-Score.
Bear Case : FER
The primary concerns for FER are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 47.6x leaves little room for execution misses.
Key Dynamics to Monitor
ACA carries more volatility with a beta of 0.96 — expect wider price swings.
ACA is growing revenue faster at 7.6% — 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 (59/100 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.
Visit Website →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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