ACA vs WMS
Arcosa, Inc. vs Advanced Drainage Systems — AI-powered side-by-side comparison
VS
WMS
Advanced Drainage Systems
71
Buy
| Metric | ACA | WMS |
|---|
| AI Score |
65
|
71
|
| Price |
$144.97
|
$143.75
|
| P/E Ratio |
14.49×
|
24.64×
|
| ROE |
7.9%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.0%
|
37.6%
|
| Debt / Equity |
0.48×
|
0.95×
|
| Dividend Yield |
0.1%
|
0.5%
|
| RSI (14) |
51.0
|
42.5
|
| Beta |
1.071
|
1.286
|
| Expected Upside |
—
|
+2.6%
|
AI Committee View
Current Innellis committee reasoning for ACA versus WMS.
WMS leads by 6 points.
WMS scores 71/100 (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
WMS Committee View
100% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is 2 existing position pair(s) are highly correlated already. 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
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Both daily and weekly trends are bearish — strong multi-timeframe downtrend.
- Bearish candlestick pattern(s) detected: Three Black Crows.