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Arcosa

NYQ:ACA · US0396531008
Construction & EngineeringLarge

360

30
EV / EBIT15
Price / Owner Earnings38
Owner Earnings Yield42
Dividend Yield63
Price/Sales46
EV / Gross Profit27
Price/Book75
Return on Capital22
Cash Return on Capital33
Return on Equity18
EBIT Margin81
Gross Profitability38
Cash Conversion69
Accruals56
Owner Earnings Margin94
Sales growth8
Profit Growth56
Long-Term EPS Growth82
Owner Earnings Growth94
Reinvestment80
Price momentum44
Debt load48
Refinancing73
Debt Payback19
Liquidity41
Analyst ratings76
Opinion Changes5
Price Target Upside51
Market mood91
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Arcosa generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryConstruction & Engineering
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2018
Employees911
Websitearcosa.com
ISINUS0396531008
Last UpdateApr 2, 2026
Index & Theme
Power GridOnshore and Offshore WindClean EnergyFreight ServiceMarine TransportationConstructionEnergyLogisticsManufacturingReal EstateRenewable Energy

Description

Arcosa, Inc. (Arcosa) provides infrastructure-related products and solutions with major brands serving construction, engineered structures, and transportation markets in North America. Arcosa serves a broad spectrum of infrastructure-related markets…

Analysis

Hope premium

Arcosa, Inc. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is fair. The owner-earnings multiple stands at 22.9×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 8% a year, against analyst forecasts of 16%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is stretched. The company scores 14/20 on our value-creation score: strong value creator. Analysts lean positive.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
61
2023202420252026

All-time high

78

Mar 2026

All-time low

50

Jan 2025

Average rank

61

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
46
34
23
48
Price/Earnings
31
23
15
25
Price/Book
75
67
65
91
Dividend Yield
63
45
52
53
Value (overall)
75
41
26
63

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →