COMPARE · Reviewed August 3, 2026
ACM vs GVA
Verdict: Side-by-side breakdown using the Bull Rankings model. ACM scored 68.1, GVA scored 70.1 — GVA leads.
Compare another set
Different reporting periods. GVA'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
2.0
GVA leads
GVA
Granite Construction Incorporated
70.1
$124.07 · $5.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
ACM
stronger →← stronger
GVA
71
Qualityreturns · margins · balance sheet
48
50
Growthrevenue & earnings expansion
79
89
Valuevaluation vs sector peers
91
GVA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ACM
GVA
$410mC
FCF
$472mC
-0.4%D+
Rev
+21.8%A-
1.35C
D/E
2.15D
15.6xA-
P/E
—
0.73A-
PEG
0.15A
—
P/S
1.1xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ACM
GVA
21% above
Price vs fair valuelower is cheaper
20% below
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~3%/yr
-27%
1-yr DCF upside
+11%
-17%
5-yr DCF upside
+25%
-1%
10-yr DCF upside
+49%
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
GVA
No notable signals flagged.
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.
GVAGranite Construction Incorporated
Why now
Engineering & Construction · market cap $5.4b. Down 23% from 52-week high of $162.08 — deep drawdown territory. Revenue growing +22%, comfortably above the S&P median. PEG 0.15 — paying under fair value for the growth rate. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $171.67 (implying +38% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 2.15 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -3.3%) — path to GAAP profitability is the core thesis risk. ROE -22% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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.