ACM Stock Analysis — AECOM
Sector: Industrials
AI Verdict
ACM trades at 13.3x next year's earnings while analysts expect nearly 40% EPS growth—this is cheap for the growth you're getting, and the moat from government contracts makes the growth target more credible than most in the sector.
Competitive Moat
AECOM provides infrastructure design, engineering, and project management services, often securing long-term government and municipal contracts that create high switching costs and recurring revenue. Their global scale and deep regulatory expertise make it difficult for smaller firms to compete for the largest, most complex projects.
Summary
AECOM stands out for its forward P/E of 13.3x and analyst consensus for 39.6% EPS growth, making it one of the cheapest ways to buy expected earnings acceleration in industrials.
Where It Stands
Shares have returned -1.6% revenue growth year-over-year, but trade at a 13.3x forward P/E—well below the 20x industrials median—while RSI is not provided.
Key Metrics
- Trailing P/E: 18.5x
- Forward P/E: 13.3x
- PEG Ratio: 0.47
- Earnings Growth: +0.4%
- Revenue Growth: -0.0%
- Dividend Yield: 0.02%
- 52-Week High: $135.52
- 52-Week Low: $79.01
Analyst Consensus
15 Buy · 3 Hold · 0 Sell (18 analysts)
Bull Case
With a forward EPS growth consensus of 39.6% and a forward P/E of just 13.3x, the stock is cheap for the growth on offer.
Bear Case
If the forward P/E rerates up to the sector median of 20x, the stock could see a sharp valuation jump, but if earnings miss, the low multiple could compress further, erasing the growth premium.
Catalyst to Watch
Watch for upcoming contract wins or project pipeline updates, as any shortfall versus expectations could challenge the 39.6% EPS growth consensus.