USG (USG) Competitors

Notice: This company has been marked as potentially delisted and may not be actively trading.

USG vs. ACA, TPH, DY, DFH, MHO, SKY, PCH, STRL, RYN, and KNF

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

USG vs.

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

USG has a beta of 0.67, meaning that its stock price is 33% less volatile than the S&P 500. Comparatively, Arcosa has a beta of 0.66, meaning that its stock price is 34% less volatile than the S&P 500.

80.7% of USG shares are held by institutional investors. Comparatively, 90.7% of Arcosa shares are held by institutional investors. 0.7% of USG shares are held by company insiders. Comparatively, 1.2% of Arcosa shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

USG has higher revenue and earnings than Arcosa. USG 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
USG$3.34B1.14$196M$1.5118.02
Arcosa$2.31B1.61$159.20M$3.2623.44

In the previous week, USG had 1 more articles in the media than Arcosa. MarketBeat recorded 3 mentions for USG and 2 mentions for Arcosa. Arcosa's average media sentiment score of 0.25 beat USG's score of 0.00 indicating that Arcosa is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
USG
0 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Arcosa
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Arcosa has a consensus price target of $90.00, indicating a potential upside of 17.80%. Given Arcosa's higher probable upside, analysts plainly believe Arcosa is more favorable than USG.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
USG
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Arcosa
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.80

USG received 274 more outperform votes than Arcosa when rated by MarketBeat users. Likewise, 56.09% of users gave USG an outperform vote while only 53.90% of users gave Arcosa an outperform vote.

CompanyUnderperformOutperform
USGOutperform Votes
350
56.09%
Underperform Votes
274
43.91%
ArcosaOutperform Votes
76
53.90%
Underperform Votes
65
46.10%

Arcosa has a net margin of 6.90% compared to USG's net margin of 5.88%. USG's return on equity of 11.65% beat Arcosa's return on equity.

Company Net Margins Return on Equity Return on Assets
USG5.88% 11.65% 5.67%
Arcosa 6.90%6.90%4.52%

Summary

Arcosa beats USG on 9 of the 17 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding USG 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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USG vs. The Competition

MetricUSGConcrete, Gypsum, & Plaster Products IndustryConstruction SectorNYSE Exchange
Market Cap$3.81B$344.30M$8.20B$17.30B
Dividend Yield2.50%1.47%2.08%3.55%
P/E Ratio18.023.0917.5422.57
Price / Sales1.142.603.8010.41
Price / Cash16.517.5615.5217.68
Price / Book1.982.044.694.87
Net Income$196M$73.69M$484.69M$965.13M

USG Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ACA
Arcosa
4.3471 of 5 stars
$76.02
-2.8%
$90.00
+18.4%
+10.0%$3.69B$2.31B23.326,075
TPH
Tri Pointe Homes
3.1329 of 5 stars
$36.86
-2.4%
$40.60
+10.1%
+32.4%$3.50B$3.67B9.831,438Earnings Report
Analyst Revision
DY
Dycom Industries
3.9296 of 5 stars
$140.02
-2.4%
$135.50
-3.2%
+52.5%$4.07B$4.18B19.0015,611Positive News
DFH
Dream Finders Homes
1.6271 of 5 stars
$35.50
-3.3%
$32.00
-9.9%
+121.8%$3.31B$3.75B12.461,236Positive News
Gap Down
MHO
M/I Homes
2.919 of 5 stars
$116.22
-4.1%
$130.00
+11.9%
+73.4%$3.23B$4.03B6.691,607Insider Selling
Analyst Revision
SKY
Skyline Champion
0.197 of 5 stars
$75.02
-3.2%
$71.40
-4.8%
+1.5%$4.33B$2.61B21.507,700
PCH
PotlatchDeltic
3.9082 of 5 stars
$40.01
-2.3%
$51.33
+28.3%
-10.0%$3.18B$1.02B51.961,384Analyst Upgrade
News Coverage
STRL
Sterling Infrastructure
2.4755 of 5 stars
$101.60
-3.9%
$115.00
+13.2%
+163.8%$3.14B$1.97B22.833,000Upcoming Earnings
RYN
Rayonier
3.7496 of 5 stars
$29.68
-1.6%
$34.50
+16.2%
-4.8%$4.41B$1.06B25.37438News Coverage
KNF
Knife River
1.1679 of 5 stars
$78.19
-1.4%
$76.20
-2.5%
N/A$4.43B$2.83B-0.154,389Upcoming Earnings

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This page (NYSE:USG) was last updated on 5/2/2024 by MarketBeat.com Staff

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