Professional
Added to YB: 2025-06-09
Pitch date: 2025-03-31
ACA [bullish]
Arcosa, Inc.
+91.12%
current return
Author Info
No bio for this author
Company Info
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States.
Market Cap
$7.2B
Pitch Price
$76.92
Price Target
N/A
Dividend
0.14%
EV/EBITDA
14.61
P/E
32.71
EV/Sales
2.82
Sector
Construction and Engineering
Category
growth
Macquarie Small Cap Core Fund New Position: Arcosa, Inc.
ACA (new position): Initiated position in infrastructure materials provider across construction (aggregates), engineered structures (utility/wind towers), and transportation (barges). Well-positioned for infrastructure buildout & grid hardening. Growth from organic/inorganic paths, cyclical recovery, and deleveraging. Attractive entry valuation.