AECOM vs EXPONENT, INC., two Consulting stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ACM and EXPO diverge most: on revenue growth, ACM reads -0.4% and EXPO reads +7.8%; on debt / equity, ACM reads 0.03 and EXPO reads 0.00. The rest of the comparable metrics sit closer together. On valuation, today's ACM price has a different growth bar priced in than EXPO (+0.5% implied for ACM vs +24.5% for EXPO); the higher figure is the steeper assumption to clear, not a better or worse stock. What ACM's price implies is a bet that sits within the historical range (whole-company basis). What EXPO's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ACM | EXPO |
|---|---|---|
| Price | $72.40 | $66.86 |
| Market cap | $9.4B | $3.4B |
| Sector | Consulting | Consulting |
| Stage | Mature | Mature |
| Implied growth (priced in) | +0.5% | +24.5% |
| P/E | 18.9 | 31.2 |
| P/B | 3.78 | 9.90 |
| P/S | 0.59 | 5.56 |
| EV/EBITDA | 8.0 | 25.5 |
| Revenue growth | -0.4% | +7.8% |
| Gross margin | 7.8% | — |
| Operating margin | 6.5% | 24.9% |
| Net margin | 3.2% | 18.1% |
| Return on equity | 20.4% | 32.2% |
| Return on assets | 4.2% | 15.8% |
| Return on invested capital | 34.7% | 24.1% |
| FCF yield | 4.4% | 3.4% |
| Dividend yield | — | 1.8% |
| Debt / equity | 0.03 | 0.00 |
| Current ratio | 1.11 | 2.40 |
| Altman Z (solvency) | 1.88 | 8.57 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.