Arcosa (ACA) Competitors

$87.89
+0.04 (+0.05%)
(As of 10:21 AM ET)

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

Should you be buying Arcosa stock or one of its competitors? The main competitors of Arcosa include Dycom Industries (DY), Gates Industrial (GTES), Rayonier (RYN), Knife River (KNF), Skyline Champion (SKY), Sterling Infrastructure (STRL), Tri Pointe Homes (TPH), Valmont Industries (VMI), Armstrong World Industries (AWI), and M/I Homes (MHO).

Arcosa vs.

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

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 stock will outperform the market over the long term.

In the previous week, Arcosa had 2 more articles in the media than Dycom Industries. MarketBeat recorded 16 mentions for Arcosa and 14 mentions for Dycom Industries. Arcosa's average media sentiment score of 0.83 beat Dycom Industries' score of 0.80 indicating that Dycom Industries is being referred to more favorably in the media.

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

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%

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$4.18B1.03$218.92M$7.3720.09
Arcosa$2.31B1.85$159.20M$2.9230.10

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 received 573 more outperform votes than Arcosa when rated by MarketBeat users. Likewise, 73.25% of users gave Dycom Industries an outperform vote while only 53.90% of users gave Arcosa an outperform vote.

CompanyUnderperformOutperform
Dycom IndustriesOutperform Votes
649
73.25%
Underperform Votes
237
26.75%
ArcosaOutperform Votes
76
53.90%
Underperform Votes
65
46.10%

Dycom Industries currently has a consensus price target of $135.50, suggesting a potential downside of 8.03%. Arcosa has a consensus price target of $90.00, suggesting a potential upside of 2.45%. Given Dycom Industries' higher possible 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

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$4.27B$1.48B$8.64B$17.71B
Dividend Yield0.23%0.60%1.99%3.52%
P/E Ratio30.1020.7024.9024.72
Price / Sales1.851.004.0810.66
Price / Cash13.0513.6915.3615.59
Price / Book1.831.925.265.11
Net Income$159.20M$39.34M$499.38M$967.29M
7 Day Performance15.04%3.60%3.22%2.74%
1 Month Performance4.57%2.39%-0.56%-1.25%
1 Year Performance29.61%-4.76%32.61%105.24%

Arcosa Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DY
Dycom Industries
3.7167 of 5 stars
$147.33
+1.3%
$135.50
-8.0%
+54.4%$4.23B$4.18B19.9915,611
GTES
Gates Industrial
4.6353 of 5 stars
$16.47
-0.1%
$18.78
+14.0%
+16.9%$4.30B$3.57B18.0914,700Gap Down
RYN
Rayonier
3.6836 of 5 stars
$29.67
-1.0%
$34.50
+16.3%
-0.9%$4.41B$1.06B26.49438Earnings Report
KNF
Knife River
1.0632 of 5 stars
$78.88
-2.3%
$76.20
-3.4%
N/A$4.47B$2.83B-0.154,389Earnings Report
News Coverage
Gap Down
SKY
Skyline Champion
0.2853 of 5 stars
$79.60
-0.4%
$71.40
-10.3%
+7.3%$4.60B$2.61B22.817,700
STRL
Sterling Infrastructure
1.4481 of 5 stars
$122.00
+15.8%
$115.00
-5.7%
+185.4%$3.77B$1.97B27.423,000Gap Up
High Trading Volume
TPH
Tri Pointe Homes
3.1987 of 5 stars
$39.61
+0.2%
$40.60
+2.5%
+35.2%$3.76B$3.67B10.561,438
VMI
Valmont Industries
3.5259 of 5 stars
$246.55
-0.5%
$262.00
+6.3%
-15.0%$4.99B$4.17B32.4811,125Earnings Report
Dividend Announcement
Analyst Revision
AWI
Armstrong World Industries
4.1214 of 5 stars
$116.25
-0.5%
$110.17
-5.2%
+72.3%$5.09B$1.30B21.853,100Gap Down
MHO
M/I Homes
1.7456 of 5 stars
$122.94
-0.8%
$130.00
+5.7%
+82.5%$3.41B$4.03B7.071,607

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This page (NYSE:ACA) was last updated on 5/8/2024 by MarketBeat.com Staff

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