ACA vs MLM
Arcosa, Inc. vs Martin Marietta Materials — AI-powered side-by-side comparison
VS
MLM
Martin Marietta Materials
59
Buy
| Metric | ACA | MLM |
|---|
| AI Score |
63
|
59
|
| Price |
$145.30
|
$533.12
|
| P/E Ratio |
14.53×
|
13.07×
|
| ROE |
7.9%
|
11.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.0%
|
28.2%
|
| Debt / Equity |
0.48×
|
0.52×
|
| Dividend Yield |
0.1%
|
0.6%
|
| RSI (14) |
55.2
|
44.1
|
| Beta |
1.071
|
1.106
|
| Expected Upside |
+1.0%
|
+5.0%
|
AI Committee View
Current Innellis committee reasoning for ACA versus MLM.
ACA leads by 4 points.
ACA scores 63/100 (Buy) versus MLM at 59/100 (Buy).
ACA Committee View
75% agreement
4 analysts
Supporting evidence favours the bullish case. The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
MLM Committee View
60% agreement
5 analysts
The primary driver is p/e of 13.3 is inexpensive for the broad market. The main limiting factor is price structure making lower highs and lower lows. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 13.3 is inexpensive for the broad market — Value
- ROE of 23.1% shows genuine earnings power backing the valuation — Value
- EPS growing 125.7% YoY — Growth
Bear Case
- Price structure making lower highs and lower lows — Technical
- MACD histogram negative -- bearish momentum — Technical
- Trend and market structure agree -- coherent bearish picture — Technical