ACA vs AME
Arcosa, Inc. vs Ametek — AI-powered side-by-side comparison
| Metric | ACA | AME |
|---|
| AI Score |
65
|
70
|
| Price |
$144.97
|
$256.07
|
| P/E Ratio |
14.49×
|
37.31×
|
| ROE |
7.9%
|
13.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.0%
|
36.6%
|
| Debt / Equity |
0.48×
|
0.21×
|
| Dividend Yield |
0.1%
|
0.5%
|
| RSI (14) |
51.0
|
67.3
|
| Beta |
1.071
|
0.99
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for ACA versus AME.
AME leads by 5 points.
AME scores 70/100 (Buy) versus ACA at 65/100 (Buy).
ACA Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is news sentiment is negative (-0.33 across 3 articles, 14d). The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.5 is inexpensive for the broad market — Value
- ROE of 18.1% shows genuine earnings power backing the valuation — Value
- EPS growing 431.7% YoY — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- News sentiment is negative (-0.33 across 3 articles, 14d) — News
AME Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.21) -- balance sheet can absorb a shock. The main limiting factor is p/e of 36.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 36.9 is moderate-to-rich — Value
- Price-to-book of 4.4x prices in significant intangible value — Value
- Weekly RSI at 79 -- overbought on the larger timeframe too — Technical