Arcosa, Inc. (ACA) vs Everus Construction Group, Inc. (ECG)

Arcosa, Inc. and Everus Construction Group, Inc. are both Engineering & Construction companies. Arcosa, Inc. is the larger, with a market value of $7.2B against $5.7B — 1.3× the size. Arcosa, Inc. trades at the lower P/E: 14.7× against 22.0×. Everus Construction Group, Inc. grew revenue faster over the last twelve months: 30.5% against 16.7%. Arcosa, Inc. has the higher net margin (16.8% vs 5.96%) and the lower return on invested capital (5.49% vs 23.7%). Across the 20 metrics below, Arcosa, Inc. leads on 10 and Everus Construction Group, Inc. on 10.

Valuation

Metric ACA ECG Engineering & Construction median
P/E 14.71 22.02 29.24
P/S 2.47 1.31 1.09
P/B 2.42 7.24 3.39
Price to free cash flow 38.35 21.50 24.81
EV/EBITDA 14.21 15.52 14.38
EV/Sales 2.82 1.34 1.37
Earnings yield 6.80% 4.54% 2.83%
Free cash flow yield 2.61% 4.65% 2.28%

Profitability

Metric ACA ECG Engineering & Construction median
Gross margin 22.80% 13.02% 18.76%
Operating margin 12.00% 7.75% 6.26%
Net margin 16.84% 5.96% 2.23%
Free cash flow margin 6.45% 6.11% 1.83%
Return on equity 17.90% 39.52% 7.90%
Return on assets 9.53% 14.38% 0.87%
Return on invested capital 5.49% 23.73% 2.52%

Growth

Metric ACA ECG Engineering & Construction median
Revenue growth (TTM) 16.67% 30.53% 16.67%
EPS growth (last fiscal year) 121.99% 40.57% 13.42%
Revenue growth, 5-year CAGR 8.30% — 11.76%
Net income growth, 5-year CAGR 14.35% — 0.00%

Health

Metric ACA ECG Engineering & Construction median
Debt to equity 0.48 0.36 0.40
Current ratio 3.12 1.59 1.39
Net debt to EBITDA 2.32 0.38 0.38

Dividend

Metric ACA ECG Engineering & Construction median
Dividend yield 0.14% — 0.63%
Payout ratio 0.02 — 0.17

Size

Metric ACA ECG Engineering & Construction median
Market cap 7.22b 5.70b 1.09b

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