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Ken GriffinReduced
Citadel Advisors · Q2 2026
$47.31M
677.77K shares · 0.0% of portfolio
Aecom
Aecom (ACM) is listed on NYSE and classified in Engineering & Construction, part of the Industrials sector. It is headquartered in Dallas, United States and has 51,000 employees. The company is worth $7.83B and trades at 21.4x its earnings of the last twelve months; the median for its sector is 24.3x. Revenue was $16.14B in fiscal 2025, up 0.2% from the year before. Net income was $561.77M. The share price is 55.1% below its 52-week high of $135.52. It pays a dividend yielding 2.04%. 6 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Cliff Asness (AQR Capital Management), at $124.01M. In that quarter, 4 of them opened or added to the position and 2 reduced it. 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.
▼ -14.5% over 5Y.
today you would have $903.71▼ -9.6%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 18 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year-end price | $95.33 | $106.82 | $92.43 | $84.93 | $77.35 | $49.78 | $43.13 | $26.50 | $37.15 | $36.36 | $30.03 | $30.37 | $29.43 | $23.80 | $20.57 | $27.97 | $27.50 | $30.73 |
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 25.0% a year plus a 2.0% dividend yield. Growth capped at 25%.
Median P/E of 24.3 among peers in the sector.
Median P/E of 21.8 across this company’s own years on record.
Cash flow growing 15.0% 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.
Dividend growing 0.0% a year against a 8.6% required return, from the stock’s beta.
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 |
|---|---|---|---|---|---|---|
| CNMCore & Main, Inc. | $42.33 | 17.4x | 3.8x | 0.00% | 23.56% | $7.81B |
| FPSForgent Power Solutions, Inc. | $24.92 | 83.1x | 11.5x | 0.00% | 17.04% | $7.95B |
| SPXCSPX Technologies, Inc. | $160.01 | 28.2x | 3.4x | 0.00% | 14.68% | $8.01B |
| CAECAE Inc | $25.02 |
| P/E | 21.8x | 22.6x | 36.2x | 237.0x | 39.0x | 66.7x | — | — | 31.5x | 17.4x | 58.6x | — | 13.0x | 12.5x | — | 8.8x | 13.6x | 15.9x | 21.8x |
| P/S | 0.8x | 0.8x | 0.9x | 0.9x | 0.9x | 0.8x | 0.6x | 0.5x | 0.3x | 0.3x | — | — | — | — | — | — | — | — | — |
| P/B | 1.8x | 5.0x | 6.5x | 5.7x | 4.8x | 4.1x | 2.3x | 1.8x | 1.0x | 1.5x | 1.7x | 1.3x | 2.1x | 1.4x | 1.2x | 1.0x | 1.6x | 1.8x | 2.2x |
| EPS | $4.21 | $2.95 | $0.39 | $2.18 | $1.16 | -$1.16 | -$1.63 | $0.84 | $2.13 | $0.62 | -$1.04 | $2.33 | $2.35 | -$0.52 | $2.33 | $2.05 | $1.73 | $1.41 |
| Dividend yield | 0.80% | 1.09% | 0.82% | 0.78% | 0.71% | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Payout | 28.68% | 24.70% | 29.83% | 184.62% | 27.52% | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Profit margin | 1.30% | 3.48% | 2.50% | 0.38% | 2.36% | 1.30% | -1.41% | -1.91% | 0.98% | 1.86% | — | — | — | — | — | — | — | — | — |
| ROE | 9.35% | 22.54% | 18.42% | 2.50% | 12.54% | 6.38% | -5.66% | -7.07% | 3.33% | 8.49% | 2.85% | -4.54% | 10.51% | 11.84% | -2.70% | 11.79% | 11.33% | 10.97% | 10.20% |
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.
7 methods answered, across 4 families.
Room for errors in the reported numbers.
+44.8% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| 37.9x |
| 2.1x |
| 0.00% |
| 5.63% |
| $8.05B |
| ZWSZurn Elkay Water Solutions Corp | $48.66 | 30.2x | 4.9x | 0.90% | 16.92% | $8.07B |
| TKRTimken Co | $108.40 | 29.4x | 2.4x | 1.33% | 8.54% | $7.51B |
