Arcosa Inc (ACA)vsComfort Systems USA Inc (FIX)
ACA
Arcosa Inc
$122.49
-1.25%
INDUSTRIALS · Cap: $6.36B
FIX
Comfort Systems USA Inc
$1,843.94
-3.69%
INDUSTRIALS · Cap: $66.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Comfort Systems USA Inc generates 249% more annual revenue ($10.14B vs $2.91B). FIX leads profitability with a 12.1% profit margin vs 7.7%. FIX appears more attractively valued with a PEG of 0.85. FIX earns a higher WallStSmart Score of 62/100 (C+).
ACA
Buy53
out of 100
Grade: C-
FIX
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 57.8% YoY
Reasonable price relative to book value
Every $100 of equity generates 43 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 38.8% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.4% revenue growth
Grey zone — moderate risk
1.0% revenue growth
Premium valuation, high expectations priced in
Trading at 100.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ACA
The strongest argument for ACA centers on EPS Growth, Price/Book.
Bull Case : FIX
The strongest argument for FIX centers on Return on Equity, Altman Z-Score, Market Cap. PEG of 0.85 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 : FIX
The primary concerns for FIX are Revenue Growth, P/E Ratio, Price/Book. A P/E of 54.4x leaves little room for execution misses.
Key Dynamics to Monitor
FIX carries more volatility with a beta of 1.71 — expect wider price swings.
ACA is growing revenue faster at 4.4% — sustainability is the question.
FIX generates stronger free cash flow (241M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FIX scores higher overall (62/100 vs 53/100). 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 →Comfort Systems USA Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Comfort Systems USA, Inc. provides mechanical and electrical installation, renovation, maintenance, repair and replacement services for the mechanical and electrical service industry in the United States. The company is headquartered in Houston, Texas.
Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?