Arcosa Inc (ACA)vsMasTec Inc (MTZ)
ACA
Arcosa Inc
$106.72
+0.69%
INDUSTRIALS · Cap: $5.11B
MTZ
MasTec Inc
$323.55
+0.28%
INDUSTRIALS · Cap: $25.46B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 396% more annual revenue ($14.30B vs $2.88B). ACA leads profitability with a 7.2% profit margin vs 2.8%. ACA appears more attractively valued with a PEG of 1.38. ACA earns a higher WallStSmart Score of 64/100 (C+).
ACA
Buy64
out of 100
Grade: C+
MTZ
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.6%
Fair Value
$198.43
Current Price
$106.72
$91.71 discount
Margin of Safety
-7.7%
Fair Value
$246.17
Current Price
$323.55
$77.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 92.8% YoY
15.8% revenue growth
Areas to Watch
3.4% earnings growth
Distress zone — elevated risk
7.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
2.8% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ACA
The strongest argument for ACA centers on Price/Book. PEG of 1.38 suggests the stock is reasonably priced for its growth.
Bull Case : MTZ
The strongest argument for MTZ centers on EPS Growth, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : ACA
The primary concerns for ACA are EPS Growth, Altman Z-Score, Profit Margin.
Bear Case : MTZ
The primary concerns for MTZ are PEG Ratio, Profit Margin, P/E Ratio. A P/E of 61.3x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
ACA profiles as a value stock while MTZ is a growth play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.89 — expect wider price swings.
MTZ is growing revenue faster at 15.8% — sustainability is the question.
MTZ generates stronger free cash flow (214M), providing more financial flexibility.
Bottom Line
ACA scores higher overall (64/100 vs 58/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arcosa Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Arcosa, Inc. provides infrastructure related products and solutions for the construction, energy and transportation markets in North America. The company is headquartered in Dallas, Texas.
Visit Website →MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
Visit Website →Compare with Other ENGINEERING & CONSTRUCTION Stocks
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