COMPARE · Reviewed August 3, 2026
ACM vs EXPO
Verdict: Side-by-side breakdown using the Bull Rankings model. ACM scored 68.1, EXPO scored 73.4 — EXPO leads.
Compare another set
ACM
AECOM
68.1
$74.80 · $9.6B
fundamentals as of
Score gap
5.3
EXPO leads
EXPO
Exponent, Inc.
73.4
$68.27 · $3.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
ACM
stronger →← stronger
EXPO
71
Qualityreturns · margins · balance sheet
93
50
Growthrevenue & earnings expansion
76
89
Valuevaluation vs sector peers
56
EXPO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ACM
EXPO
$410mC
FCF
$113mC
-0.4%D+
Rev
+7.8%B
1.35C
D/E
0.28A-
15.6xA-
P/E
30.6xB
0.73A-
PEG
2.03C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ACM
EXPO
21% above
Price vs fair valuelower is cheaper
19% above
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
-27%
1-yr DCF upside
-26%
-17%
5-yr DCF upside
-16%
-1%
10-yr DCF upside
+1%
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
EXPO
Why this score
- Buying back stock
- Raising its dividend
- 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.
EXPOExponent, Inc.
Why now
Engineering & Construction · market cap $3.3b. 17% off the 52-week high of $81.95. 3 sell-side analysts rate this a Buy with a mean 1-yr target of $84.00 (implying +23% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 31x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.