Arcosa (ACA) Competitors

$86.57
-0.25 (-0.29%)
(As of 05/17/2024 08:53 PM 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.

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

In the previous week, Arcosa had 3 more articles in the media than Dycom Industries. MarketBeat recorded 14 mentions for Arcosa and 11 mentions for Dycom Industries. Arcosa's average media sentiment score of 0.89 beat Dycom Industries' score of 0.72 indicating that Arcosa is being referred to more favorably in the media.

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

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

Company Net Margins Return on Equity Return on Assets
Arcosa6.05% 6.13% 4.00%
Dycom Industries 5.24%22.06%8.86%

90.7% of Arcosa shares are held by institutional investors. Comparatively, 98.3% of Dycom Industries shares are held by institutional investors. 1.3% of Arcosa shares are held by insiders. Comparatively, 4.3% of Dycom Industries shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Arcosa currently has a consensus price target of $93.00, indicating a potential upside of 7.43%. Dycom Industries has a consensus price target of $138.83, indicating a potential downside of 6.69%. Given Arcosa's higher probable upside, research analysts plainly believe Arcosa is more favorable than Dycom Industries.

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

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
Arcosa$2.36B1.78$159.20M$2.9229.65
Dycom Industries$4.18B1.04$218.92M$7.3720.19

Dycom Industries received 573 more outperform votes than Arcosa when rated by MarketBeat users. Likewise, 73.28% of users gave Dycom Industries an outperform vote while only 54.23% of users gave Arcosa an outperform vote.

CompanyUnderperformOutperform
ArcosaOutperform Votes
77
54.23%
Underperform Votes
65
45.77%
Dycom IndustriesOutperform Votes
650
73.28%
Underperform Votes
237
26.72%

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

Summary

Dycom Industries beats Arcosa on 13 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$4.21B$1.50B$8.75B$18.08B
Dividend Yield0.23%0.58%1.94%3.44%
P/E Ratio29.6521.2524.4326.21
Price / Sales1.780.983.2810.64
Price / Cash13.2412.8415.9119.24
Price / Book1.771.814.666.00
Net Income$159.20M$39.34M$499.38M$966.17M
7 Day Performance-1.97%1.73%1.18%1.85%
1 Month Performance14.09%8.30%8.03%6.59%
1 Year Performance25.68%-4.36%32.47%23.69%

Arcosa Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DY
Dycom Industries
3.3639 of 5 stars
$149.76
+0.0%
$138.83
-7.3%
+49.7%$4.36B$4.18B20.3215,611Upcoming Earnings
KNF
Knife River
2.5275 of 5 stars
$77.26
+0.1%
$76.20
-1.4%
N/A$4.37B$2.83B24.924,389
GTES
Gates Industrial
4.2314 of 5 stars
$16.79
+2.0%
$18.88
+12.4%
+45.1%$4.39B$3.54B18.4514,700
RYN
Rayonier
3.4744 of 5 stars
$30.10
+0.2%
$34.50
+14.6%
+1.3%$4.48B$1.06B26.88438Dividend Announcement
STRL
Sterling Infrastructure
1.1098 of 5 stars
$127.33
-0.6%
$115.00
-9.7%
+193.3%$3.93B$1.97B26.473,000Positive News
SKY
Skyline Champion
0.3286 of 5 stars
$79.74
+0.7%
$71.40
-10.5%
+19.6%$4.60B$2.61B22.857,700Upcoming Earnings
Positive News
TPH
Tri Pointe Homes
2.7705 of 5 stars
$39.58
0.0%
$40.60
+2.6%
+31.9%$3.76B$3.67B10.551,438
MHO
M/I Homes
1.9867 of 5 stars
$127.56
+3.5%
$130.00
+1.9%
+79.8%$3.54B$4.03B7.341,607Positive News
PCH
PotlatchDeltic
4.2851 of 5 stars
$44.22
+0.4%
$50.67
+14.6%
-5.8%$3.52B$1.02B77.581,384Positive News
AWI
Armstrong World Industries
3.8832 of 5 stars
$117.48
+0.9%
$110.17
-6.2%
+73.8%$5.14B$1.30B22.083,100Positive News

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This page (NYSE:ACA) was last updated on 5/20/2024 by MarketBeat.com Staff

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