Quick read
Fair Value Engine
Decision-focused synthesis of expected stock prices combining relative peer multiples and intrinsic models.
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
Decision snapshot
SE stock price vs ACM: inconclusive
Relative valuation is incomplete for this pair. Review the available filing metrics before drawing a conclusion.
Price gap
N/A
Coverage
Medium · 60%
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Quick read
Decision-focused synthesis of expected stock prices combining relative peer multiples and intrinsic models.
Latest stored price
Metric-by-metric
Filter, sort, and scan where each company leads, where gaps are small, and where comparisons are not meaningful.
| Metric | SE | ACM | Spread |
|---|---|---|---|
Revenue growth (YoY) FY 2024 -> FY 2025 | 36.4% | 0.2% | SE leads by 17069.0% Higher Revenue growth |
Gross margin | 44.7% | 7.5% | SE leads by 492.4% Higher Gross margin |
EBITDA margin | 12.2% | 8.7% | SE leads by 40.2% Higher EBITDA margin |
EV/Revenue | N/M | N/M | Insufficient data No additional context |
P/E | N/M | N/M | Not comparable Not comparable |
Net debt / EBITDA | -3.8 | 0.8 | SE leads by 558.0% Lower Net debt / EBITDA |
Statements
Core income statement and balance sheet metrics aligned to the reporting windows.
| Metric | SE | Delta vs ACM | ACM |
|---|---|---|---|
| Revenue | $22.94B | 42.1% higher | $16.14B |
| Gross profit | $10.24B | 741.9% higher | $1.22B |
| Operating income | $1.99B | 93.4% higher | $1.03B |
| EBITDA | $2.81B | 99.3% higher | $1.41B |
| Net income | $1.58B | 180.9% higher | $561.77M |
| EPS | 2.5 | 40.1% lower | 4.2 |
| Revenue growth | 36.4% | 17069.0% higher | 0.2% |
| Gross margin | 44.7% | 492.4% higher | 7.5% |
| Operating margin | 8.7% | 36.1% higher | 6.4% |
| EBITDA margin | 12.2% | 40.2% higher | 8.7% |
| Net margin | 6.9% | 97.7% higher | 3.5% |
Trendline
Track multi-year revenue, earnings, and margin direction before underwriting a rerating.
Price framework
Market cap + debt - cash, shown for the current pair and benchmark median context.
Price framework
Baseline discounted cash flow model estimating total intrinsic firm value first, then bridging to an implied stock price per share.
Risk control
Financial health checks to separate durable balance sheets from potential value traps.
Comparable set
Place both companies in context relative to a wider comparable universe.
LLM-powered Synthesis
Based on an earlier data snapshot. Review the filing dates below or refresh after signing in.
SE screens as fundamentally stronger than ACM on growth and profitability, but the comparison does not support a clear bargain because SE already trades at a much richer earnings multiple and its valuation sits near the upper end of its historical and DCF ranges.
If you believe SE can sustain its 36.4% revenue growth and high 44.7% gross margin, then hold or accumulate on pullbacks because its fundamentals justify a premium versus ACM even though the P/E-based implied price is far below the current quote.
SE's current price of $106.74 implies a P/E-based value of $44.56, which is 58.3% below the market price, indicating the stock is priced well above a simple multiple comparison to ACM. However, SE also looks cheaper on sales and cash-flow-related operating measures, so the valuation gap is driven more by the earnings multiple than by top-line or asset-light operating metrics.
Supporting Metrics