Arcosa (NYSE:ACA) versus Holcim (OTCMKTS:HCMLY) Head-To-Head Contrast

Arcosa (NYSE:ACA) and Holcim (OTCMKTS:HCMLY) are both construction companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, valuation, profitability, analyst recommendations, earnings and dividends.

Earnings & Valuation

This table compares Arcosa and Holcim”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Arcosa	$2.57 billion	1.83	$93.70 million	$1.88	50.88
Holcim	$30.00 billion	1.64	$3.32 billion	N/A	N/A

Holcim has higher revenue and earnings than Arcosa.

Insider and Institutional Ownership

90.7% of Arcosa shares are held by institutional investors. Comparatively, 0.0% of Holcim shares are held by institutional investors. 1.2% of Arcosa shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Risk & Volatility

Arcosa has a beta of 1, meaning that its stock price has a similar volatility profile to the S&P 500.Comparatively, Holcim has a beta of 1.07, meaning that its stock price is 7% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of current ratings and recommmendations for Arcosa and Holcim, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Arcosa	0	0	3	0	3.00
Holcim	0	3	4	2	2.89

Arcosa currently has a consensus target price of $112.00, indicating a potential upside of 17.09%. Given Arcosa’s stronger consensus rating and higher probable upside, equities research analysts clearly believe Arcosa is more favorable than Holcim.

Profitability

This table compares Arcosa and Holcim’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Arcosa	3.45%	6.25%	3.19%
Holcim	N/A	N/A	N/A

Summary

Arcosa beats Holcim on 8 of the 13 factors compared between the two stocks.

About Arcosa

Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and construction site support equipment, including trench shields and shoring products for residential and non-residential construction, and specialty/other products, as well as for infrastructure construction. The Engineered Structures segment offers utility structures, wind towers, traffic structures, and telecommunication structures for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets. The Transportation Products segment offers inland barges, fiberglass barge covers, winches, marine hardware, and steel components for railcars and transportation equipment; cast components for industrial and mining sectors; and axles, circular forgings, and coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.

About Holcim

Holcim AG, together with its subsidiaries, operates as a building materials and solutions company worldwide. It operates through North America; Latin America; Europe; Asia, Middle East & Africa; and Solutions & Products segments. The company offers cement, clinker, and other cementitious materials; ready-mix concrete; aggregates, such as crushed stone, gravel, and sand; and precast, concrete products, asphalts, mortars, roofing systems, insulation tile adhesives, facade solutions, and contracting and services. It also engages in distribution and retail activities comprising product availability and deliveries, in-store animation and shopping experience, one-stop retail shop, digital services and solutions, and financing and cash-flow solutions; and waste management services. The company's products are used in infrastructure projects, such as tunnels, railways and train stations, airports and ports, and bridges; housing projects, including individual and collective housing; commercial projects comprising offices, retail, and public buildings; and industrial projects consisting of renewable energy, oil and gas, and mining. It sells under the ECOPact, ECOPlanet, ECOCycle, Airium, DYNAMax, Aggneo, Ductal, Hydromedia, TectorPrint, Aggregate Industries, Disensa, Duro-Last, Elevate, Geocycle, Holcim, Lafarge, Malarkey Roofing Products, and PRB Group brands. The company was formerly known as LafargeHolcim Ltd and changed its name to Holcim AG in May 2021. The company was founded in 1833 and is headquartered in Zug, Switzerland.