ACA vs CNM
ACA: A diversified infrastructure company selling aggregates, specialty materials, and engineered products to construction and utility markets with exposure to aging infrastructure replacement and grid modernization trends. CNM: A leading specialty distributor of water, wastewater, storm drainage, and fire protection infrastructure products serving municipalities, contractors, and private water companies nationwide.
Side-by-side fundamentals
| Metric | ACA | CNM | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $145.13 | $43.75 | |
| Market cap as of 2026-07-23 | $7.1B | $8.5B | |
| P/E as of 2026-07-23 | 31.85 | 18.86 | CNM lower |
| PEG as of 2026-07-23 | 2.57 | 1.98 | CNM lower |
| Net margin as of 2026-07-23 | +7.9% | +5.9% | ACA higher |
| Gross margin as of 2026-07-23 | +22.8% | +27.1% | CNM higher |
| Operating margin as of 2026-07-23 | +11.8% | +9.5% | ACA higher |
| ROE as of 2026-07-23 | +8.6% | +22.7% | CNM higher |
| ROA as of 2026-07-23 | +4.4% | +7.2% | CNM higher |
| Debt / equity as of 2026-07-23 | 0.57 | 1.05 | ACA lower |
| Revenue growth (YoY) as of 2026-07-23 | +8.4% | +0.5% | ACA higher |
| Revenue CAGR (3y) SEC XBRL | +8.7% | +4.8% | ACA higher |
| Dividend yield as of 2026-07-23 | +0.1% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-07-23 | 1.08 | 0.92 | |
| 1-year return as of 2026-07-22 close | +63.5% | -31.1% | ACA higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.