Arcosa, Inc.

Arcosa, Inc.

ACAยทNYSE

$123.80

+0.38%
IndustrialsIndustrial - Infrastructure Operations

Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and trench shields and shoring products for residential and non-residential construction, agriculture, specialty building products, as well as for infrastructure related projects. The Engineered Structures segment provides utility structures, wind towers, traffic and lighting structures, telecommunication structures, storage and distribution tanks for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets, as well as for gas and liquids storage and transportation for residential, commercial, energy, agriculture, and industrial markets. The Transportation Products segment offers inland barges; fiberglass barge covers, winches, and other components; cast components for industrial and mining sectors; and axles, circular forgings, coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.

At a Glance

Live Snapshot
Market Cap$6.08B
EPS4.2500
P/E Ratio29.13
Earnings Date08/06/2026
Arcosa, Inc.

Arcosa, Inc. Fair Value Envelope

ACA ยท NYSE

Our analysis suggests that ACA has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $123.8, this represents a potential HIDDEN relative to our calculated worth for Arcosa, Inc..

Intrinsic Value
Current Price: $123.8

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$341.2M
+ Cash & Equivalents$214.6M
Firm Value$555.8M
- Debt$1.5B
Equity Value-$967.0M
/ Shares Outstanding49,045,025B
DCF Value-$20
OVERVALUED BY 116%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$191.7M
$107.7M
$60.5M
$34.0M
$19.1M
$10.7M
$6.0M
$3.4M
$1.9M
$1.1M
Maintenance CapEx
-$18.6M
-$10.5M
-$5.9M
-$3.3M
-$1.9M
-$1.0M
-$586.2K
-$329.4K
-$185.1K
-$104.0K
Owner Earnings
$173.1M
$97.3M
$54.7M
$30.7M
$17.3M
$9.7M
$5.5M
$3.1M
$1.7M
$967.3K
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$160.3M
$83.4M
$43.4M
$22.6M
$11.7M
$6.1M
$3.2M
$1.7M
$861.1K
$448.1K
Terminal Value represents 2.2% of Enterprise Value