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.

Compare

Total return — ACA vs BLDR

growth of $100 · dividends reinvested · last 8y
ACA +631.6% (+28.2%/yr)BLDR +351.9% (+20.7%/yr)ACA compounded faster over this window
05001k2kStart $1002020202220242026$732$452
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

MetricACABLDR
P/E ratio14.7061.13
Forward P/E34.2917.88
PEG ratio1.037.74
P/S ratio2.630.41
P/B ratio2.421.49
EV / EBITDA13.6310.79
FCF yield1.88%10.68%

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 ratio2.00%N/A

Growth (annualized)

MetricACABLDR
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.

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.