ACA vs GNRC
Arcosa, Inc. vs Generac — AI-powered side-by-side comparison
| Metric | ACA | GNRC |
| AI Score |
65
|
69
|
| Price |
$144.97
|
$215.91
|
| P/E Ratio |
14.49×
|
48.95×
|
| ROE |
7.9%
|
6.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.0%
|
39.5%
|
| Debt / Equity |
0.48×
|
0.52×
|
| Dividend Yield |
0.1%
|
0.0%
|
| RSI (14) |
51.0
|
43.7
|
| Beta |
1.071
|
1.925
|
| Expected Upside |
—
|
+13.7%
|
AI Committee View
Current Innellis committee reasoning for ACA versus GNRC.
GNRC leads by 4 points.
GNRC scores 69/100 (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
GNRC Committee View
80% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is bollinger bandwidth of 19.6% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Bollinger bandwidth of 19.6% signals elevated volatility — Risk