Arcosa, Inc. (ACA) vs Builders FirstSource, Inc. (BLDR)

BLDR leads on 8 of 15 compared metrics.

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 June 23, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — ACA vs BLDR

growth of $100 · last 8y
ACA +603.2%BLDR +552.6%ACA compounded faster
05001k2kStart $1002020202220242026$703$653
ACA BLDR

ACA vs BLDR: by the numbers

  • BLDR is the larger company ($8.32B vs $7.11B market cap).
  • BLDR trades at the lower earnings multiple (29.63 vs 31.99 P/E).
  • ACA converts more revenue to profit (7.88% vs 1.97% net margin).
  • ACA grew revenue faster over the past five years (8.38% vs 6.25% CAGR).
  • ACA pays a dividend (0.14% yield) while BLDR does not currently pay one.

Which is better, ACA or BLDR?

Metric tally: ACA 7 · BLDR 8

It depends on what you're optimizing for:

ValueBLDR(lower P/E)
GrowthACA(faster 5Y revenue CAGR)

Metrics side by side

Valuation

MetricACABLDR
P/E ratio31.9929.63
Forward P/E33.8718.04
P/S ratio2.530.57
P/B ratio2.712.12
PEG ratio0.213.81
EV / EBITDA15.0611.28
FCF yield3.35%10.14%

Profitability

MetricACABLDR
Gross margin22.77%29.89%
Operating margin11.81%4.18%
Net margin7.88%1.97%
ROE8.45%7.28%
ROIC6.71%6.82%

Dividends

MetricACABLDR
Dividend yield0.14%
Payout ratio4.71%

Growth (annualized)

MetricACABLDR
Revenue CAGR (5Y)8.38%6.25%
EPS CAGR (5Y)14.08%7.77%
FCF CAGR (5Y)11.59%39.91%
Total return CAGR (5Y)20.58%11.72%

Frequently asked

Which is better, ACA or BLDR?
It depends on your goal. value: BLDR (lower P/E); growth: ACA (faster 5Y revenue CAGR). Across all compared metrics, BLDR leads 8 to 7.
Is ACA or BLDR cheaper?
On trailing earnings, BLDR is cheaper: ACA trades at a 31.99 P/E and BLDR at 29.63.
Which has grown faster, ACA or BLDR?
Over the past five years, ACA grew revenue faster — ACA at a 8.38% CAGR versus BLDR at 6.25%.
Does ACA or BLDR pay a bigger dividend?
ACA pays a dividend (0.14% yield) while BLDR does not currently pay one.
Is ACA or BLDR more profitable?
ACA runs the higher net margin — ACA at 7.88% versus BLDR at 1.97%.
Which has been the better investment, ACA or BLDR?
Over the past 5-year, BLDR delivered the higher annualized total return — ACA at 20.58% versus BLDR at 21.51%. 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 June 23, 2026.