Arcosa, Inc. (ACA)

Industrial · Fabricated Structural Metal Products · Price $145.28
Updated: Aug 30, 2026
Excellent Equity Returns — Industrials
ROE of 18.10% — above the 18% excellent threshold Zyberno applies to Industrials businesses.
ROE
18.10%
Return on Equity
ROIC
6.54%
Return on Invested Capital
ROA
9.66%
Return on Assets
Debt/Equity
0.50x
Leverage Ratio
Book Value/Share
$60.76
Equity Per Share

🧮 ACA ROE Calculation

ROE = Net Income / Shareholders' Equity
Net Income (TTM) $491.4M
Shareholders' Equity $3.0B
Total Debt $1.5B
Debt-to-Equity Ratio 0.50x
ROE (Return on Equity) 18.10%

Understanding ROE

Return on Equity (ROE) measures how efficiently a company generates profits from shareholders' equity. For ACA, the current ROE is 18.10%.

Why ROE Matters

Warren Buffett has called ROE one of his favorite metrics because it shows how well management uses shareholders' capital to generate returns. A company that consistently earns 15%+ ROE is typically a well-run business that creates value for shareholders.

ROE Benchmarks

Excellent: >20%

Exceptional returns on equity. Often indicates strong competitive advantages. Common in capital-light businesses.

Good: 15-20%

Above-average ROE. Buffett often looks for companies in this range or higher.

Average: 10-15%

Typical for most companies. Returns are reasonable but not exceptional.

Below Average: <10%

May indicate poor capital allocation or challenging business conditions.

The DuPont Analysis

ROE can be decomposed into three components using DuPont analysis:

ROE = Net Margin × Asset Turnover × Equity Multiplier

This breakdown reveals whether high ROE comes from high profitability (good), efficient asset use (good), or high leverage (potentially risky).

ROE vs ROIC: Which is Better?

ROIC: 6.54% →

ROIC measures returns on ALL capital. It's more comprehensive and less affected by leverage. Often considered the better quality metric.

ROE: 18.10%

ROE only measures returns on equity. Can be inflated by high debt. If ROE >> ROIC, the company uses significant leverage.

Owner Earnings: $245.7M →

Shows actual cash available to owners. Use alongside ROE and ROIC for complete analysis.

Net Income: $491.4M →

The numerator in ROE. Understanding net income trends helps explain ROE changes over time.

What to Look For

📊 Full ACA Stock Report

Intrinsic value, margin of safety, DCF valuation, and 250+ metrics.

🏆 ACA ROIC

Compare ROE to ROIC — the more comprehensive measure of capital efficiency.

💹 ACA P/E Ratio

Analyze valuation relative to earnings and understand market pricing.

👤 ACA Owner Earnings

Warren Buffett's preferred measure of true economic earnings available to owners.

💰 ACA Net Income

See the earnings that drive ROE calculations.

💵 ACA Free Cash Flow

Actual cash generation after capital expenditures.

View Full ACA Report Find More Quality Stocks
📊 Valuation Trilogy
Three interconnected metrics built on Owner Earnings
💎
Intrinsic Value
DCF Fair Value
$151.40
🛡️
Margin of Safety
Valuation Gap
4.0%
🎯
Expected Return
Projected Annual
20.4%
Click any metric for full methodology and detailed analysis

Summary: ACA Return on Equity

Arcosa, Inc. (ACA) has a ROE of 18.10%, which Zyberno classifies as excellent for a Industrials company — above the 18% threshold Zyberno applies to industrial companies where asset intensity moderates equity returns. For complete financial analysis, view the full ACA stock report on Zyberno.

Frequently Asked Questions

What is ACA's current ROE?

Arcosa, Inc.'s Return on Equity (ROE) is 18.10%, measured against the 18% excellent threshold Zyberno applies to Industrials businesses. ROE measures the company's profitability relative to shareholders' equity.

Is ACA's ROE good?

Arcosa, Inc. (ACA) has a ROE of 18.10%, which Zyberno classifies as excellent for a Industrials company — above the 18% threshold Zyberno applies to industrial companies where asset intensity moderates equity returns.

What is the difference between ROE and ROIC?

ROE measures returns on shareholder equity only, while ROIC measures returns on all invested capital (debt + equity). ACA's ROE is 18.10% vs ROIC of 6.54%. ROE can be inflated by high debt, making ROIC often a more reliable quality metric.

Can high ROE be misleading?

Yes, high ROE can be misleading if achieved through high debt. ACA's debt-to-equity ratio is 0.50x. Compare ROE to ROIC — if ROE is much higher than ROIC, the company uses significant leverage which adds risk.

📊 Full ACA Stock Report

See ACA's intrinsic value, margin of safety, DCF valuation, and complete financial analysis with 250+ metrics.

🏆 ACA ROIC

Compare to Return on Invested Capital — the most comprehensive measure of capital efficiency.

💹 ACA P/E Ratio

Analyze the price-to-earnings ratio and earnings yield as a valuation metric.

🎯 ACA Earnings Surprise (SUE)

See whether ACA is beating or missing its own earnings trend — Standardized Unexpected Earnings and post-earnings drift.

👤 ACA Owner Earnings

Warren Buffett's preferred measure of true economic earnings available to owners.

💰 ACA Net Income

See the bottom-line profit that drives return calculations.

📊 ACA EPS

Earnings per share — net income on a per-share basis.

View Full ACA Report Find More Quality Stocks
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