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The Screen · Industrials · Engineering & Construction
Arcosa, Inc.
ACA · the NYSE · USD · Market cap $7.2B · 6,390 employees
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States.
Positioning no disclosures inside 60 days, left as found
Options put/call open interest 0.18, read 2026-10-28
Ethical passes the values gate
Price149.15 USD
Fair value126.20
Ethical score70.0/100
Our investment reviews on this name
2026-08-20Read Accumulation144.89+2.9% to today ✓Markup gives way to Accumulation after a 12% rise in 7 weeks
2026-07-02Read Markup129.51+15.2% to today ✓First review on file: Markup
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Arcosa, Inc. holds its Accumulation at $149.15. Elevated stress, defensive posture warranted, held for 66 days.
As held on the ledger · 2026-10-22
Phase
Accumulation
Quantitative state
Elevated stress, defensive posture warranted, held for 66 days
Price at the screen
$149.15
Valuation
36.32 trailing · 28.80 forward price to earnings
Values screen
PASS· score 70.0
Beta
1.08
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
30.55%
Below 33%
Interest-bearing debt is just 30.5% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
12.68%
Below 49%
Money owed to the company is 12.7% of assets, under the 49% limit.
Pass
Revenue purity
0.23%
Below 5%
Only 0.2% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Clears, in Plain English
Arcosa, clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 31%, inside the ~33% line, and almost none of its income is interest, so it passes.
Read as at 2026-10-28. It updates when the underlying figures move, and past reads are kept below.
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Fair value range in USD, drawn from the 2026-10-22 screen. The gold marker is the market price at the same screen. The price runs 15.4% above the base estimate.
Third-party analyst targets: 3 covering, consensus None. The average target sits +1% from the screen price.
Reading the gap · Both our model and the Street see limited upside at this price.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-10-22 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Infrastructure Supplier Trades Well Beyond Its Value
Every bridge, rail line or wind tower built in America needs the steel and concrete pieces Arcosa supplies. Yet the shares sit 19 percent above fair value at 145 dollars against a 118 dollar anchor, with a 28.5 times forward multiple attached to just 4 percent revenue growth and single-digit returns on equity.
The business clears our ethical screen and operates in steady US infrastructure markets, but that does not change the arithmetic. Low margins of 8 percent and an unknown moat leave little room for error when the price already prices in perfection that the numbers do not support.
Four analysts cluster around a 146 dollar target that offers almost no upside from here. The valuation screen therefore returns no opportunity despite the clean ethical pass. Analysis, not advice.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
ACA trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-10-29Accumulation$149.15+1.2%Entry 18
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 1.2% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 15% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-28Accumulation$147.45+0.0%Entry 17
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 15% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Accumulation$147.45+0.0%Entry 16
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 15% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Accumulation$147.45+0.0%Entry 15
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 15% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25Accumulation$147.45+0.0%Entry 14
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 14% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-24Accumulation$147.45+0.0%Entry 13
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 14% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23Accumulation$147.45+0.0%Entry 12
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 14% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-22Accumulation$147.45+0.3%Entry 11
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.3% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 14% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146. Since the last review it entered the Titan Ethical 500. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-19Accumulation$147.01-0.1%Entry 10
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.1% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 14% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146.
2026-10-12Accumulation$147.18+0.5%Entry 9
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 0.5% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 18% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 39%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (4 analysts) rates it strong buy, with a mean price target of $146.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
