COMPARE · Reviewed August 3, 2026
ACM vs EME
Verdict: Side-by-side breakdown using the Bull Rankings model. ACM scored 68.1, EME scored 75.5 — EME leads.
Compare another set
Different reporting periods. EME's fundamentals are as of June 2026, but ACM's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
ACM
AECOM
68.1
$74.80 · $9.6B
fundamentals as of
Score gap
7.4
EME leads
EME
EMCOR Group, Inc.
75.5
$817.42 · $36.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
ACM
stronger →← stronger
EME
71
Qualityreturns · margins · balance sheet
83
50
Growthrevenue & earnings expansion
89
89
Valuevaluation vs sector peers
59
EME is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ACM
EME
$410mC
FCF
$1.2bC+
-0.4%D+
Rev
+18.9%B+
1.35C
D/E
0.13A-
15.6xA-
P/E
25.4xB
0.73A-
PEG
0.42A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ACM
EME
21% above
Price vs fair valuelower is cheaper
91% above
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~25%/yr
-27%
1-yr DCF upside
-53%
-17%
5-yr DCF upside
-48%
-1%
10-yr DCF upside
-38%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ACM
Why this score
- Buying back stock
- Raising its dividend
- Revenue shrinking
EME
Why this score
- Durable high returns
The companies
ACMAECOM
Why now
Engineering & Construction · market cap $9.6b. Down 45% from 52-week high of $135.52 — deep drawdown territory. PEG 0.73 — paying under fair value for the growth rate. 12 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $99.21 (implying +33% upside).
Moat
ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.2% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
EMEEMCOR Group, Inc.
Why now
Engineering & Construction · market cap $36.1b. 14% off the 52-week high of $951.96. Revenue growing +19%, comfortably above the S&P median. PEG 0.42 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $1,044 (implying +28% upside).
Moat
ROE 35% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.