AECOM vs V2X, Inc., two Consulting stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ACM and VVX diverge most: on implied growth (priced in), ACM reads +12.0% and VVX reads -2.2%; on revenue growth, ACM reads -0.4% and VVX reads +9.3%. The rest of the comparable metrics sit closer together. On valuation, today's ACM price has a different growth bar priced in than VVX (+12.0% implied for ACM vs -2.2% for VVX); 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 VVX'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 | VVX |
|---|---|---|
| Price | $72.40 | $90.41 |
| Market cap | $9.4B | $2.8B |
| Sector | Consulting | Consulting |
| Stage | Mature | Mature |
| Implied growth (priced in) | +12.0% | -2.2% |
| P/E | 18.9 | 32.3 |
| P/B | 3.78 | 2.58 |
| P/S | 0.59 | 0.60 |
| EV/EBITDA | 8.0 | 18.9 |
| Revenue growth | -0.4% | +9.3% |
| Gross margin | 7.8% | — |
| Operating margin | 6.5% | 3.5% |
| Net margin | 3.2% | 1.9% |
| Return on equity | 20.4% | 8.0% |
| Return on assets | 4.2% | 2.8% |
| Return on invested capital | 34.7% | 7.5% |
| FCF yield | 4.4% | 4.8% |
| Debt / equity | 0.03 | 0.97 |
| Current ratio | 1.11 | 1.25 |
| Altman Z (solvency) | 1.88 | 2.59 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.