Arcosa, Inc. (ACA) vs A. O. Smith Corporation (AOS)
A side-by-side comparison of Arcosa, Inc. and A. O. Smith Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 10, 2026. Differences are shown without an overall score or investment verdict.
ACA
Arcosa, Inc.
$144.86IndustrialsDelayed quote: Aug 10, 2026, 11:45 AM EDT
AOS
A. O. Smith Corporation
$62.57IndustrialsDelayed quote: Aug 10, 2026, 11:45 AM EDT
Total return — ACA vs AOS
growth of $100 · dividends reinvested · last 8yACA +622.1% (+28.0%/yr)AOS +64.4% (+6.4%/yr)ACA compounded faster over this window
ACA AOS
ACA vs AOS: by the numbers
- •AOS is the larger company ($8.67B vs $7.11B market cap).
- •ACA trades at the lower trailing earnings multiple (16.18 vs 17.82 P/E), one valuation lens rather than an overall verdict.
- •ACA converts more revenue to profit (17.90% vs 13.15% net margin).
- •ACA grew revenue faster over the past five years (7.59% vs 3.37% CAGR).
- •AOS pays the higher dividend yield (2.25% vs 0.14%).
Metrics side by side
Valuation
| Metric | ACA | AOS |
|---|---|---|
| P/E ratio | 16.18 | 17.82 |
| Forward P/E | 33.85 | 17.09 |
| P/S ratio | 2.60 | 2.33 |
| P/B ratio | 2.40 | 4.81 |
| EV / EBITDA | 18.17 | 12.29 |
| FCF yield | 1.51% | 7.22% |
Profitability
| Metric | ACA | AOS |
|---|---|---|
| Gross margin | 23.04% | 38.59% |
| Operating margin | 8.11% | 17.57% |
| Net margin | 17.90% | 13.15% |
| ROE | 16.57% | 27.16% |
| ROIC | 6.71% | 23.94% |
Dividends
| Metric | ACA | AOS |
|---|---|---|
| Dividend yield | 0.14% | 2.25% |
| Payout ratio | 4.71% | 37.31% |
Growth (annualized)
| Metric | ACA | AOS |
|---|---|---|
| Revenue CAGR (5Y) | 7.59% | 3.37% |
| EPS CAGR (5Y) | 14.08% | 12.52% |
| FCF CAGR (5Y) | -0.51% | 4.38% |
| Total return CAGR (5Y) | 23.37% | -0.40% |
Frequently asked
- Which has the lower trailing P/E, ACA or AOS?
- ACA has the lower trailing P/E: ACA trades at 16.18 and AOS at 17.82. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, ACA or AOS?
- Over the past five years, ACA grew revenue faster — ACA at a 7.59% CAGR versus AOS at 3.37%.
- Does ACA or AOS pay a bigger dividend?
- ACA yields 0.14% and AOS yields 2.25% based on trailing dividends and the latest price.
- Is ACA or AOS more profitable?
- ACA runs the higher net margin — ACA at 17.90% versus AOS at 13.15%.
- How have ACA and AOS total returns compared?
- Over the past 5 years, ACA delivered 23.37% and AOS delivered 4.87% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Arcosa P/E ratioA. O. Smith P/E ratioArcosa dividend yieldA. O. Smith dividend yieldArcosa ROEA. O. Smith ROEArcosa operating marginA. O. Smith operating marginArcosa revenue growthA. O. Smith revenue growthArcosa free cash flowA. O. Smith free cash flow
Arcosa & A. O. Smith appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 10, 2026.