Arcosa (ACA) Competitors

$89.22
+1.81 (+2.07%)
(As of 05/15/2024 ET)

ACA vs. DY, KNF, GTES, RYN, STRL, SKY, TPH, MHO, PCH, and AWI

Should you be buying Arcosa stock or one of its competitors? The main competitors of Arcosa include Dycom Industries (DY), Knife River (KNF), Gates Industrial (GTES), Rayonier (RYN), Sterling Infrastructure (STRL), Skyline Champion (SKY), Tri Pointe Homes (TPH), M/I Homes (MHO), PotlatchDeltic (PCH), and Armstrong World Industries (AWI). These companies are all part of the "construction" sector.

Arcosa vs.

Dycom Industries (NYSE:DY) and Arcosa (NYSE:ACA) are both mid-cap construction companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, earnings, valuation, dividends, institutional ownership, media sentiment, profitability, risk and community ranking.

Arcosa has a net margin of 6.05% compared to Arcosa's net margin of 5.24%. Arcosa's return on equity of 22.06% beat Dycom Industries' return on equity.

Company Net Margins Return on Equity Return on Assets
Dycom Industries5.24% 22.06% 8.86%
Arcosa 6.05%6.13%4.00%

In the previous week, Dycom Industries had 5 more articles in the media than Arcosa. MarketBeat recorded 11 mentions for Dycom Industries and 6 mentions for Arcosa. Dycom Industries' average media sentiment score of 1.26 beat Arcosa's score of 0.49 indicating that Arcosa is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Dycom Industries
2 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Arcosa
3 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Dycom Industries has a beta of 1.37, meaning that its share price is 37% more volatile than the S&P 500. Comparatively, Arcosa has a beta of 0.69, meaning that its share price is 31% less volatile than the S&P 500.

Dycom Industries has higher revenue and earnings than Arcosa. Dycom Industries is trading at a lower price-to-earnings ratio than Arcosa, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Dycom Industries$4.18B1.05$218.92M$7.3720.48
Arcosa$2.31B1.87$159.20M$2.9230.36

Dycom Industries presently has a consensus price target of $138.83, indicating a potential downside of 8.20%. Arcosa has a consensus price target of $90.00, indicating a potential upside of 1.51%. Given Dycom Industries' higher probable upside, analysts plainly believe Arcosa is more favorable than Dycom Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Dycom Industries
0 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
3.14
Arcosa
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80

Dycom Industries received 574 more outperform votes than Arcosa when rated by MarketBeat users. Likewise, 73.28% of users gave Dycom Industries an outperform vote while only 53.90% of users gave Arcosa an outperform vote.

CompanyUnderperformOutperform
Dycom IndustriesOutperform Votes
650
73.28%
Underperform Votes
237
26.72%
ArcosaOutperform Votes
76
53.90%
Underperform Votes
65
46.10%

98.3% of Dycom Industries shares are owned by institutional investors. Comparatively, 90.7% of Arcosa shares are owned by institutional investors. 4.3% of Dycom Industries shares are owned by company insiders. Comparatively, 1.2% of Arcosa shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

Dycom Industries beats Arcosa on 14 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding ACA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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ACA vs. The Competition

MetricArcosaFabricated structural metal products IndustryConstruction SectorNYSE Exchange
Market Cap$4.31B$1.52B$8.87B$17.98B
Dividend Yield0.23%0.58%1.96%3.46%
P/E Ratio30.3617.6522.5422.54
Price / Sales1.870.994.1610.69
Price / Cash13.4012.9715.6319.63
Price / Book1.811.824.796.08
Net Income$159.20M$39.34M$499.38M$965.90M
7 Day Performance1.23%-0.79%3.04%2.17%
1 Month Performance10.44%6.73%6.52%5.58%
1 Year Performance29.19%-3.04%36.12%131.81%

Arcosa Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DY
Dycom Industries
3.3352 of 5 stars
$149.76
+0.0%
$138.83
-7.3%
+55.4%$4.36B$4.18B20.3215,611Upcoming Earnings
Analyst Forecast
News Coverage
KNF
Knife River
2.1363 of 5 stars
$77.26
+0.1%
$76.20
-1.4%
N/A$4.37B$2.83B24.924,389Short Interest ↓
Gap Down
GTES
Gates Industrial
4.6516 of 5 stars
$16.79
+2.0%
$18.88
+12.4%
+24.1%$4.39B$3.54B18.4514,700Short Interest ↑
RYN
Rayonier
3.3325 of 5 stars
$30.10
+0.2%
$34.50
+14.6%
+1.4%$4.48B$1.06B26.88438
STRL
Sterling Infrastructure
1.1485 of 5 stars
$127.33
-0.6%
$115.00
-9.7%
+198.5%$3.93B$1.97B26.473,000Analyst Revision
SKY
Skyline Champion
0.2069 of 5 stars
$79.74
+0.7%
$71.40
-10.5%
+15.5%$4.60B$2.61B22.857,700Upcoming Earnings
Positive News
Gap Up
TPH
Tri Pointe Homes
2.7596 of 5 stars
$39.58
0.0%
$40.60
+2.6%
+32.7%$3.76B$3.67B10.551,438Insider Selling
MHO
M/I Homes
1.9341 of 5 stars
$127.56
+3.5%
$130.00
+1.9%
+84.5%$3.54B$4.03B7.341,607Gap Up
PCH
PotlatchDeltic
4.3531 of 5 stars
$44.22
+0.4%
$50.67
+14.6%
-5.8%$3.52B$1.02B77.581,384Dividend Announcement
Positive News
AWI
Armstrong World Industries
3.7278 of 5 stars
$117.48
+0.9%
$110.17
-6.2%
+79.5%$5.14B$1.30B22.083,100Short Interest ↑

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This page (NYSE:ACA) was last updated on 5/15/2024 by MarketBeat.com Staff

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