AECOM

Valuation Analysis

About the Company

AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations internationally. The company operates in three segments: Americas, International, and AECOM Capital. The company offers advisory, planning, consulting, architectural and engineering design, construction and program management services, and investment and development services to public and private clients in major end markets such as transportation, facilities, water, environmental, and energy. It is also involved in the investment and development of real estate projects. The company was formerly known as AECOM Technology Corporation and changed its name to AECOM in January 2015. AECOM was incorporated in 1980 and is headquartered in Dallas, Texas.

AECOM Stock at a Glance

AECOM (ACM) is currently trading at $70.12 with a market capitalization of $9B. The trailing P/E ratio stands at 14.64x, with a forward P/E of 10.43x. The 52-week range spans from $67.64 to $135.52; the current price is 48.3% below the yearly high. Year-over-year revenue growth stands at +0.8%. The net profit margin stands at 3.16%.

💰 Dividend

AECOM pays an annual dividend of $1.19 per share, representing a yield of 1.7%. The payout ratio stands at 23.8%.

📊 Analyst Rating

12 analysts rate AECOM (ACM) on consensus: Strong Buy. The average price target is $106.88, implying +52.42% from the current price. Analyst price targets range from $90.00 to $145.00.

AECOM: The Investment Case in Detail

AECOM (ACM) operates in the Industrials — specifically Engineering & Construction — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Earnings growth of 28.5% is outpacing revenue, a sign of operational leverage — fixed costs are being absorbed across a larger base. Return on equity of 28.61% places management among the most capital-efficient operators in the public market — every euro of shareholder capital is working hard. Wall Street consensus sits at Strong Buy with an average price target implying roughly 52.42% upside from current levels — analyst sentiment is firmly constructive.

The Bear Case

Revenue growth has slowed to just 0.8%, which is below nominal GDP — the business is no longer outgrowing the broader economy. With a net margin of just 3.16%, the business has little room to absorb cost shocks or pricing pressure — a single bad quarter can swing the company to a loss.

Valuation in Context

With a PEG ratio of 0.71, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity. The EV/EBITDA multiple of 9.02x is below the historical equity-market average — strategic acquirers would find the cash-flow profile attractive at this level.

What to Watch Next

• The forward P/E of 10.43x is meaningfully below the trailing 14.64x — analysts expect earnings to step up; the next earnings release is the test.
• The price sits in the lower quartile of the 52-week range — value hunters often start scaling in around this zone if fundamentals hold.
• The analyst consensus price target implies 52.42% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Risk Profile

The data points to relatively defensive market behavior, elevated short interest (6.34%), higher leverage relative to equity.

Trading Data

💵 Dividend Info

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