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ACA

Arcosa, Inc.

Basic Materials · $7.2B market cap

Verdict

Share price

$146.50

close of Oct 3, 2026

Fair value

$75.29

Sticker Price

Payback Price

$30.12

buy price

Overpriced

ACA is Overpriced: at $146.50 it trades 95% above its fair value of $75.29. Its buy price (Payback Price) is $30.12, 79% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Free Cash Flow. Sales grew 9% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth10.8% a year✓
Equity per share growth6.2% a year✗
Sales growth7.6% a year✗
Free cash flow growth-2.7% a year✗
Return on invested capital4.9%✗

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Superinvestors

1 of the investors we track holds ACA. Who we track

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$18.6M

127,840 shares

Insider activity

Since Jun 30, 2026: no open-market purchases and 7 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

Trent Melanie Montague

director · 2026-08-26

G-Gift

2,000 shares

Carrillo Antonio

President & CEO · 2026-08-26

G-Gift

26,666 shares

Essl Reid S

Group President · 2026-08-25

G-Gift

5,950 shares

Stevenson Bryan

CLO & Asst Corp Sec. · 2026-08-25

G-Gift

6,900 shares

Hurst Eric D

VP Controller (PAO) · 2026-08-25

G-Gift

2,382 shares

Show all 7 other filings

Carrillo Antonio

President & CEO · 2026-06-30

Award

1 shares

LINDSAY JOHN W

director · 2026-06-30

Award

3 shares

About Arcosa, Inc.

Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and solutions. The company primarily serves the construction, energy, and transportation industries, operating through three distinct business segments. The Construction Products division provides natural and recycled aggregates, specialized materials, and protective…

Construction Materials

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works