ACA Arcosa, Inc.
Cyclical & Capital-Intensive
B- 64.0 / 100 composite

AlphaQuality composite grade, weighted for cyclical & capital-intensive businesses.

Profitability

Weight: 15%
C- 51
  • 5yr Avg ROIC 6.5%
  • Operating Margin Trend +0.52 pp/yr

Capital Efficiency

Weight: 15%
C- 50
  • 5yr Avg ROE 6.7%
  • 5yr Share-Count CAGR 0.2%

Growth Quality

Weight: 10%
A- 84
  • 5yr Revenue CAGR 8.3%
  • 5yr EPS CAGR 14.2%
  • Revenue-Growth Years (5) 5/5

Cash Generation

Weight: 15%
B 72
  • 5yr FCF Margin 5.3%
  • 5yr FCF/NI Conversion 1.17x

Balance Sheet

Weight: 25%
B- 64
  • Net Debt / EBITDA 2.28x
  • Interest Coverage (EBIT/Int) 3.22x
  • Altman Z-Score 3.15

Stability

Weight: 20%
B 69
  • EPS Volatility (σ/μ) 0.43
  • Negative-Revenue Years (5) 0/5
  • Piotroski F-Score 8

Guru Flow

Curated superinvestor sentiment — not part of the AlphaQuality grade.
Holding

3 of 3 gurus held; 1 new buy; 1 added; 1 trimmed; 1 full exit.

Holders
3 +1
Avg Δ position
-39.1%
New buys
1
Full exits
1
As of Q2 2026