Arcosa, Inc.
—- Market cap
- —
- Debt
- +$1.52B
- Cash
- −$214.60M
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · View financials
Decision snapshot: ACA stock price vs RSG: inconclusive Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at RSG's multiple
Needs RSG P/E.
Implied fair value · at ACA's multiple
Needs ACA P/E.
Live quote
Price unavailable
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Lower is better
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: ACA FY 2025 (ended Dec 31, 2025) · RSG FY 2025 (ended Dec 31, 2025).
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Price framework
Discounted free cash flow, then bridged to a per-share price. Same assumptions applied to both companies.
Arcosa, Inc. · implied price per share
Bear
$20.40
Base
$24.00
Bull
$27.60
REPUBLIC SERVICES, INC. · implied price per share
Bear
$41.50
Base
$48.82
Bull
$56.14
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Not enough data to score either balance sheet.
Debt / equity
Total debt against shareholders' equity
0.58x
0.58x
Net debt / EBITDA
Leverage against operating earnings
3.28x
2.15x
Cash and equivalents
Liquid reserves on the balance sheet
$214.60M
$76.00M
Total debt
Interest-bearing obligations outstanding
$1.52B
$6.92B
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
Live quote
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
If you believe ACA can keep growing revenue at a double-digit rate while improving margins and reducing leverage, then holding or buying becomes more attractive because the current discount on sales-based valuation may be justified by better future execution.
ACA's current price of $145.32 is above the P/E implied value of $129.75, indicating about 10.7% downside on this basis. The valuation picture is mixed because ACA trades at a lower P/S and EV/Revenue than RSG, but a higher P/E and with weaker returns on capital.
Supporting Metrics