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 August 21, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnACA vs BLDR

growth of $100 · dividends reinvested · last 8y
ACA +624.9% (+28.1%/yr)BLDR +471.2% (+24.3%/yr)ACA compounded faster over this window
05001k2kStart $1002020202220242026$725$571
ACA BLDR

ACA vs BLDR: by the numbers

  • BLDR is the larger company ($7.55B vs $7.12B market cap).
  • ACA trades at the lower trailing earnings multiple (14.57 vs 77.27 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

MetricACABLDR
P/E ratio14.5777.27
Forward P/E33.9722.61
P/S ratio2.610.53
P/B ratio2.401.91
EV / EBITDA13.5412.39
FCF yield1.89%8.36%

Profitability

MetricACABLDR
Gross margin23.04%29.19%
Operating margin11.83%3.02%
Net margin17.90%0.71%
ROE16.47%2.56%
ROIC5.81%3.18%

Dividends

MetricACABLDR
Dividend yield0.14%N/A
Payout ratio4.71%N/A

Growth (annualized)

MetricACABLDR
Revenue CAGR (5Y)7.59%12.16%
EPS CAGR (5Y)14.08%7.77%
FCF CAGR (5Y)-0.26%30.51%
Total return CAGR (5Y)23.86%7.44%

Frequently asked

Which has the lower trailing P/E, ACA or BLDR?
ACA has the lower trailing P/E: ACA trades at 14.57 and BLDR at 77.27. 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 23.86% and BLDR delivered 18.74% annualized total return. Past performance doesn't predict future results.

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 21, 2026.