AECOM

Valuation Analysis

About the Company

AECOM en bref

AECOM (ACM) is currently trading at 60,03 € with a market capitalization of 7,7 Md €. The trailing P/E ratio stands at 14.36x, with a forward P/E of 10.24x. The 52-week range spans from 59,03 € to 118,27 €; the current price is 49.2% below the yearly high. Year-over-year revenue growth stands at +0.8%. The net profit margin stands at 3.16%.

💰 Dividende

AECOM pays an annual dividend of 1,04 € per share, representing a yield of 1.73%. The payout ratio stands at 23.8%.

📊 Avis des analystes

12 analystes évaluent AECOM (ACM) au consensus : Achat Fort. L'objectif de cours moyen est de 91,60 €, soit un potentiel de +52.58% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 78,54 € à 126,54 €.

AECOM : la thèse d'investissement en détail

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.

Le scénario haussier

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 52.58% upside from current levels — analyst sentiment is firmly constructive.

Le scénario baissier

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.

Valorisation en contexte

With a PEG ratio of 0.72, 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 9.12x is below the historical equity-market average — strategic acquirers would find the cash-flow profile attractive at this level.

À surveiller

• The forward P/E of 10.24x is meaningfully below the trailing 14.36x — 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 52.58% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Thèse d'investissement : forces et faiblesses

Aperçu technique

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

Profil de risque

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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