Arcosa Inc (ACA)vsMasTec Inc (MTZ)
ACA
Arcosa Inc
$145.00
-0.17%
INDUSTRIALS · Cap: $7.14B
MTZ
MasTec Inc
$240.41
+3.54%
INDUSTRIALS · Cap: $19.77B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 452% more annual revenue ($16.11B vs $2.92B). ACA leads profitability with a 16.8% profit margin vs 3.1%. MTZ appears more attractively valued with a PEG of 0.72. MTZ earns a higher WallStSmart Score of 66/100 (B-).
ACA
Buy61
out of 100
Grade: C+
MTZ
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 448.6% YoY
Reasonable price relative to book value
Earnings expanding 51.4% YoY
Growing faster than its price suggests
Revenue surging 23.4% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
1.7% revenue growth
Grey zone — moderate risk
Premium valuation, high expectations priced in
3.1% margin — thin
Negative free cash flow — burning cash
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 : MTZ
The strongest argument for MTZ centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 23.4% demonstrates continued momentum. PEG of 0.72 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 : MTZ
The primary concerns for MTZ are P/E Ratio, Profit Margin, Free Cash Flow. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
ACA profiles as a value stock while MTZ is a growth play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.82 — expect wider price swings.
MTZ is growing revenue faster at 23.4% — sustainability is the question.
ACA generates stronger free cash flow (-70M), providing more financial flexibility.
Bottom Line
MTZ scores higher overall (66/100 vs 61/100) and 23.4% revenue growth. Both earn "Strong 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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