Arcosa, Inc. (ACA) has a MoatMap StockRank of 61/100 based on Quality (51/100), Value (30/100), and Momentum (63/100) factor scores. The current signal is HOLD. Arcosa is a pure-play North American infrastructure provider (utility structures, wind towers, construction materials) perfectly aligned with the multi-decade US grid modernization and manufacturing nearshoring boom. As data centers and electrification strain the US power grid, Arcosa's utility transmission structures face structural, price-inelastic demand. It possesses localized, asset-heavy moats (high transportation costs for aggregates and heavy steel structures protect local market shares) and strong pricing power.
Arcosa, Inc. provides infrastructure products and services, including utility structures, barges, and construction products, serving energy, transportation, and construction markets across North America. Its diversified portfolio of essential infrastructure products and manufacturing capabilities, supported by long-standing customer relationships, provides resilience across economic cycles. Arcosa is a key supplier to critical infrastructure development.
| Price | $123.80 |
| Market Cap | $6.2B |
| P/E (TTM) | 27.75 |
| P/E (Forward) | 24.40 |
| Price/Book | 2.31 |
| Return on Equity | 8.6% |
| Return on Invested Capital | 7.8% |
| Debt/Equity | 59.55 |
| Gross Margin | 22.7% |
| Operating Margin | 8.6% |
| Revenue Growth | 4.4% |
| Dividend Yield | 0.2% |
| Free Cash Flow | $55M |
Arcosa, Inc. operates in the Engineering & Construction industry, part of the Industrials sector (United States).