AECOM vs VSE CORPORATION, two Consulting stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ACM and VSEC diverge most: on revenue growth, ACM reads -0.4% and VSEC reads +34.8%; on fcf yield, ACM reads 4.5% and VSEC reads -0.2%. The rest of the comparable metrics sit closer together. What ACM's price implies is a bet that sits within the historical range (whole-company basis). What VSEC's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ACM | VSEC |
|---|---|---|
| Price | $71.01 | $219.66 |
| Market cap | $9.2B | $6.1B |
| Sector | Consulting | Consulting |
| Stage | Mature | Growth |
| Implied growth (priced in) | -2.3% | — |
| P/E | 18.5 | 108.2 |
| P/B | 3.71 | 2.29 |
| P/S | 0.57 | 5.18 |
| EV/EBITDA | 7.8 | 47.6 |
| Revenue growth | -0.4% | +34.8% |
| Gross margin | 7.8% | — |
| Operating margin | 6.5% | 10.1% |
| Net margin | 3.2% | 4.2% |
| Return on equity | 20.4% | 1.9% |
| Return on assets | 4.2% | 1.5% |
| Return on invested capital | 34.7% | 2.7% |
| FCF yield | 4.5% | -0.2% |
| Dividend yield | — | 0.2% |
| Debt / equity | 0.03 | 0.15 |
| Current ratio | 1.11 | 8.78 |
| Altman Z (solvency) | 1.87 | 6.95 |
| Piotroski F (quality) | 6 / 9 | 4 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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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.