Arcosa, Inc. (ACA) vs Builders FirstSource, Inc. (BLDR)
A side-by-side comparison of Arcosa, Inc. and Builders FirstSource, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 5, 2026. Differences are shown without an overall score or investment verdict.
ACA
Arcosa, Inc.
$146.75Basic MaterialsDelayed quote: Oct 5, 2026, 4:00 PM EDT
BLDR
Builders FirstSource, Inc.
$55.63Basic MaterialsDelayed quote: Oct 5, 2026, 4:00 PM EDT
Total return — ACA vs BLDR
growth of $100 · dividends reinvested · last 8yACA +631.6% (+28.2%/yr)BLDR +351.9% (+20.7%/yr)ACA compounded faster over this window
ACA BLDR
ACA vs BLDR: by the numbers
- •ACA is the larger company ($7.21B vs $5.99B market cap).
- •ACA trades at the lower trailing earnings multiple (14.70 vs 61.13 P/E), one valuation lens rather than an overall verdict.
- •ACA converts more revenue to profit (17.90% vs 0.71% net margin).
- •BLDR grew revenue faster over the past five years (12.16% vs 7.59% CAGR).
- •ACA pays a dividend (0.14% yield), while BLDR has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | ACA | BLDR |
|---|---|---|
| P/E ratio | 14.70 | 61.13 |
| Forward P/E | 34.29 | 17.88 |
| PEG ratio | 1.03 | 7.74 |
| P/S ratio | 2.63 | 0.41 |
| P/B ratio | 2.42 | 1.49 |
| EV / EBITDA | 13.63 | 10.79 |
| FCF yield | 1.88% | 10.68% |
Profitability
| Metric | ACA | BLDR |
|---|---|---|
| Gross margin | 23.04% | 29.19% |
| Operating margin | 11.83% | 3.02% |
| Net margin | 17.90% | 0.71% |
| ROE | 16.47% | 2.56% |
| ROIC | 5.81% | 3.18% |
Dividends
| Metric | ACA | BLDR |
|---|---|---|
| Dividend yield | 0.14% | N/A |
| Payout ratio | 2.00% | N/A |
Growth (annualized)
| Metric | ACA | BLDR |
|---|---|---|
| Revenue CAGR (5Y) | 7.59% | 12.16% |
| EPS CAGR (5Y) | 14.08% | 7.77% |
| FCF CAGR (5Y) | -0.26% | N/A |
| Total return CAGR (5Y) | 23.73% | 1.08% |
Frequently asked
- Which has the lower trailing P/E, ACA or BLDR?
- ACA has the lower trailing P/E: ACA trades at 14.70 and BLDR at 61.13. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, ACA or BLDR?
- Over the past five years, BLDR grew revenue faster — ACA at a 7.59% CAGR versus BLDR at 12.16%.
- Does ACA or BLDR pay a bigger dividend?
- ACA pays a dividend (0.14% yield), while BLDR has no payments in the available dividend history.
- Is ACA or BLDR more profitable?
- ACA runs the higher net margin — ACA at 17.90% versus BLDR at 0.71%.
- How have ACA and BLDR total returns compared?
- Over the past 5 years, ACA delivered 23.73% and BLDR delivered 1.08% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Arcosa P/E ratioBuilders FirstSource P/E ratioArcosa dividend yieldArcosa ROEBuilders FirstSource ROEArcosa operating marginBuilders FirstSource operating marginArcosa revenue growthBuilders FirstSource revenue growthArcosa free cash flowBuilders FirstSource free cash flow
Arcosa & Builders FirstSource 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 October 5, 2026.