Head to Head Analysis: Arcosa (NYSE:ACA) versus Altimar Acquisition Corp. II (NYSE:ATMR)

Arcosa (NYSE:ACA) and Altimar Acquisition Corp. II (NYSE:ATMR) are both construction companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, earnings, valuation, dividends, profitability, risk and analyst recommendations.

Institutional & Insider Ownership

87.9% of Arcosa shares are owned by institutional investors. Comparatively, 41.3% of Altimar Acquisition Corp. II shares are owned by institutional investors. 0.6% of Arcosa shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Earnings and Valuation

This table compares Arcosa and Altimar Acquisition Corp. II’s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Arcosa $1.94 billion 1.21 $106.60 million $2.45 19.82
Altimar Acquisition Corp. II N/A N/A N/A N/A N/A

Arcosa has higher revenue and earnings than Altimar Acquisition Corp. II.

Analyst Ratings

This is a breakdown of current ratings and price targets for Arcosa and Altimar Acquisition Corp. II, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Arcosa 0 1 6 0 2.86
Altimar Acquisition Corp. II 0 0 0 0 N/A

Arcosa currently has a consensus target price of $69.00, suggesting a potential upside of 42.12%. Given Arcosa’s higher possible upside, equities analysts clearly believe Arcosa is more favorable than Altimar Acquisition Corp. II.

Profitability

This table compares Arcosa and Altimar Acquisition Corp. II’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Arcosa 4.12% 5.08% 3.50%
Altimar Acquisition Corp. II N/A N/A N/A

Summary

Arcosa beats Altimar Acquisition Corp. II on 8 of the 8 factors compared between the two stocks.

About Arcosa

Arcosa, Inc. engages in the provision of infrastructure-related products and services. It operates through the following segments: Construction Products, Energy Equipment, and Transportation Products. The Construction Products segment produces and sells construction aggregates, and manufactures and sells trench shields and shoring products and services for infrastructure-related projects. The Energy Equipment manufactures and sells products for energy-related businesses, including structural wind towers, steel utility structures for electricity transmission and distribution, and storage and distribution containers. The Transportation Products segment covers the manufacture and sale of products for the inland waterway and rail transportation industries, including barges, barge-related products, axles, and couplers. The company was founded in December 2017 and is headquartered in Dallas, TX.

About Altimar Acquisition Corp. II

Altimar Acquisition Corp. II does not have significant operations. It focuses on effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. The company was founded in 2020 and is based in New York, New York.

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