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).
Total return — ACA vs BLDR
growth of $100 · last 8yACA +603.2%BLDR +552.6%ACA compounded faster
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 8It depends on what you're optimizing for:
ValueBLDR(lower P/E)
GrowthACA(faster 5Y revenue CAGR)
Metrics side by side
Valuation
| Metric | ACA | BLDR |
|---|---|---|
| P/E ratio | 31.99 | 29.63● |
| Forward P/E | 33.87 | 18.04● |
| P/S ratio | 2.53 | 0.57● |
| P/B ratio | 2.71 | 2.12● |
| PEG ratio | 0.21● | 3.81 |
| EV / EBITDA | 15.06 | 11.28● |
| FCF yield | 3.35% | 10.14%● |
Profitability
| Metric | ACA | BLDR |
|---|---|---|
| Gross margin | 22.77% | 29.89%● |
| Operating margin | 11.81%● | 4.18% |
| Net margin | 7.88%● | 1.97% |
| ROE | 8.45%● | 7.28% |
| ROIC | 6.71% | 6.82% |
Dividends
| Metric | ACA | BLDR |
|---|---|---|
| Dividend yield | 0.14% | — |
| Payout ratio | 4.71% | — |
Growth (annualized)
| Metric | ACA | BLDR |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Arcosa P/E ratioBuilders FirstSource P/E ratioArcosa dividend yieldBuilders FirstSource 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 June 23, 2026.