Arcosa Inc (ACA)vsMasTec Inc (MTZ)
ACA
Arcosa Inc
$122.49
-1.25%
INDUSTRIALS · Cap: $6.36B
MTZ
MasTec Inc
$363.89
-2.89%
INDUSTRIALS · Cap: $28.68B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 426% more annual revenue ($15.28B vs $2.91B). ACA leads profitability with a 7.7% profit margin vs 3.0%. MTZ appears more attractively valued with a PEG of 1.64. MTZ earns a higher WallStSmart Score of 63/100 (C+).
ACA
Buy53
out of 100
Grade: C-
MTZ
Buy63
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
Revenue surging 34.5% year-over-year
Earnings expanding 508.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.4% revenue growth
Grey zone — moderate risk
Expensive relative to growth rate
Trading at 8.6x book value
3.0% margin — thin
Operating margin of 3.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : ACA
The strongest argument for ACA centers on EPS Growth, Price/Book.
Bull Case : MTZ
The strongest argument for MTZ centers on Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bear Case : ACA
The primary concerns for ACA are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : MTZ
The primary concerns for MTZ are PEG Ratio, Price/Book, Profit Margin. A P/E of 63.7x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ACA profiles as a value stock while MTZ is a hypergrowth play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.79 — expect wider price swings.
MTZ is growing revenue faster at 34.5% — sustainability is the question.
ACA generates stronger free cash flow (28M), providing more financial flexibility.
Bottom Line
MTZ scores higher overall (63/100 vs 53/100) and 34.5% revenue growth. 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 →MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
Visit Website →Compare with Other ENGINEERING & CONSTRUCTION Stocks
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