Arcosa, Inc.
Arcosa, Inc. (ACA) is listed on NYSE and classified in Engineering & Construction, part of the Industrials sector. It is headquartered in Dallas, United States and has 6,390 employees. The company is worth $7.32B and trades at 36.8x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $2.88B in fiscal 2025, up 12.2% from the year before. Net income was $208.4M. The share price is within 3% of its 52-week high. It pays a dividend yielding 0.13%. 6 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Israel Englander (Millennium Management), at $28.37M. In that quarter, 5 of them opened or added to the position. No open-market insider trades in it were filed over the last 30 days.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +187.4% over 5Y.
today you would have $2,879.31▲ +187.9%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 8 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $106.32 | $96.74 | $82.64 | $54.34 | $52.70 | $54.93 | $44.55 | $27.69 | |
| P/E | 25.1x | 25.1x | 50.6x | 25.3x | 10.8x | 37.1x | 25.2x | 19.2x | 18.0x |
| P/S | 1.3x | 1.8x | 1.8x | 1.7x | 1.2x | 1.3x | 1.4x |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
Earnings growing 14.2% a year plus a 0.1% dividend yield. Growth capped at 25%.
Median P/E of 24.3 among peers in the sector.
Median P/E of 25.1 across this company’s own years on record.
Cash flow growing 14.2% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 13.2x operating profit, less net debt. Banks have no EBITDA.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Companies of similar size in Industrials, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| AWIArmstrong World Industries Inc | $171.39 | 23.4x | 8.2x | 0.79% | 36.62% | $7.24B |
| AGCOAGCO Corp | $106.17 | 14.5x | 1.8x | 1.13% | 11.83% | $7.44B |
| SAROStandardAero, Inc. | $21.72 | 22.4x | 2.6x | 0.00% | 12.30% | $7.19B |
| KTOSKratos Defense & Security Solutions Inc |
| 1.2x |
| 0.9x |
| P/B | 1.4x | 2.0x | 1.9x | 1.7x | 1.2x | 1.3x | 1.4x | 1.2x | 0.8x |
| EPS | $4.24 | $1.91 | $3.26 | $5.05 | $1.42 | $2.18 | $2.32 | $1.54 |
| Dividend yield | 0.36% | 0.19% | 0.21% | 0.24% | 0.37% | 0.38% | 0.36% | 0.45% | — |
| Payout | 8.62% | 4.72% | 10.47% | 6.13% | 3.96% | 14.08% | 9.17% | 8.62% | — |
| Profit margin | 6.02% | 7.23% | 3.65% | 6.90% | 10.96% | 3.42% | 5.51% | 6.52% | 5.18% |
| ROE | 5.98% | 7.89% | 3.86% | 6.83% | 11.25% | 3.56% | 5.63% | 6.33% | 4.49% |
Median of the years shown; P/E years above 200x are left out.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
6 methods answered, across 3 families.
Room for errors in the reported numbers.
-33.8% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| $38.27 |
| 225.1x |
| 2.1x |
| 0.00% |
| 1.15% |
| $7.18B |
| POOLPOOL Corp | $197.21 | 15.8x | 6.1x | 2.64% | 31.25% | $7.17B |
| TKRTimken Co | $108.40 | 29.4x | 2.4x | 1.33% | 8.54% | $7.51B |