Arcosa Inc (ACA)vsFerrovial SE (FER)
ACA
Arcosa Inc
$145.00
-0.17%
INDUSTRIALS · Cap: $7.14B
FER
Ferrovial SE
$56.15
+1.17%
INDUSTRIALS · Cap: $40.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferrovial SE generates 238% more annual revenue ($9.86B vs $2.92B). ACA leads profitability with a 16.8% profit margin vs 6.2%. ACA appears more attractively valued with a PEG of 1.85. ACA earns a higher WallStSmart Score of 61/100 (C+).
ACA
Buy61
out of 100
Grade: C+
FER
Hold38
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 448.6% YoY
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.7% revenue growth
Grey zone — moderate risk
6.2% margin — thin
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : FER
FER has a balanced fundamental profile.
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 Profit Margin, Debt/Equity, PEG Ratio. A P/E of 58.9x leaves little room for execution misses. Debt-to-equity of 1.86 is elevated, increasing financial risk.
Key Dynamics to Monitor
ACA carries more volatility with a beta of 1.07 — expect wider price swings.
FER is growing revenue faster at 5.2% — sustainability is the question.
FER generates stronger free cash flow (733M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ACA scores higher overall (61/100 vs 38/100), backed by strong 16.8% margins. 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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