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ACM vs EXPO
Which Stock Would AI Choose? AECOM (ACM) vs. Exponent, Inc. (EXPO) Stock Comparison
Key Takeaways
- AECOM (ACM), a global infrastructure consulting leader, has secured key environmental remediation contracts in recent weeks, bolstering its backlog amid broader market pressures.
- Exponent, Inc. (EXPO), a science and engineering consulting firm, reported strong Q1 2026 results with 14% revenue growth driven by AI-related demand and utilities projects.
- Both stocks operate in the Industrials sector (Engineering & Construction industry) but show recent price weakness, with ACM down over 20% in the past year and EXPO similarly lagging the S&P 500.
- ACM trades at a larger market cap (~$10.4B) with analyst targets suggesting ~50% upside, while EXPO (~$3B cap) offers ~40% potential upside.
- Recent momentum favors stability in EXPO's earnings beats, but ACM's contract wins signal growth in infrastructure and defense.
- AI tools highlight industrials sector opportunities, with trending bots posting up to 88% annualized returns in related tickers.
Introduction
This stock comparison examines ACM and EXPO, two firms in the Industrials sector's Engineering & Construction industry. Both provide specialized consulting services—AECOM in infrastructure design and management, Exponent in scientific failure analysis and environmental health. Investors and traders focused on relative performance may find value here, as recent contract awards for ACM and earnings growth for EXPO contrast with broader market volatility. Amid infrastructure spending and AI-driven demand, this analysis highlights key metrics for portfolio positioning and sector rotation strategies.
AECOM Overview and Recent Performance
AECOM (ACM), headquartered in Dallas, is a premier global provider of professional infrastructure consulting services across transportation, water, environmental, and energy sectors. Operating in Americas, International, and AECOM Capital segments, it employs over 51,000 and generated $16B+ in recent fiscal revenue.
In recent market activity, ACM shares have traded near 52-week lows around $80, down ~22% over the past year amid sector headwinds. YTD performance lags the S&P 500 at -15%, reflecting broader industrials pressure. Sentiment has been influenced by a sharp 6-month decline of ~38%, tied to execution challenges post-earnings. However, recent weeks brought positive catalysts: a multiple-award U.S. Army Corps of Engineers (USACE) Baltimore District contract for environmental remediation, emphasizing PFAS (per- and polyfluoroalkyl substances) expertise and site mitigation across U.S. territories. Earlier wins, like a $151B Missile Defense Agency SHIELD position, underscore defense exposure. Analysts maintain Buy ratings with targets up to $145, ahead of Q2 earnings on May 11. These developments signal backlog growth, potentially stabilizing performance.
EXPO Overview and Recent Performance
Exponent, Inc. (EXPO), based in Menlo Park, California, is a science and engineering consulting firm serving chemical, energy, consumer products, and transportation sectors through Engineering & Other Scientific and Environmental & Health segments. With 1,200+ employees, it focuses on biomechanics, failure analysis, and regulatory services.
Recent market activity shows EXPO shares near 52-week lows around $61, down ~19% over the past year and -12% YTD, underperforming broader indices. Pricing reflects caution despite operational strength. Key influences include Q1 2026 earnings, where revenues before reimbursements rose 10% to $151.8M, beating estimates, driven by AI-integrated consumer electronics user research, utilities risk management, and higher dispute/failure analysis in energy and construction. Net income hit $29.6M (EPS $0.59), with EBITDA margins expanding to 28.4%. Billable hours grew 6%, utilization held at 76%, and realized rates rose 4%. Leadership changes, a dividend hike to $0.31/share, and $50M buyback expansion boosted confidence. Analysts rate Moderate Buy with targets to $95, supporting relative stability versus peers.
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Head-to-Head Comparison
AECOM (ACM) and Exponent, Inc. (EXPO) share Industrials sector exposure but diverge in scale and focus: ACM's $10B+ market cap emphasizes large-scale infrastructure (e.g., transportation, defense contracts), while EXPO's $3B cap targets niche scientific consulting (e.g., AI failure analysis, health sciences).
Growth drivers contrast: ACM benefits from government contracts like USACE remediation and $151B MDA SHIELD, fueling backlog amid infrastructure bills; EXPO leverages AI/consumer tech and utilities demand for organic revenue gains. Recent momentum shows EXPO with earnings beats and margin expansion, versus ACM's price volatility near lows.
Risk factors include ACM's execution sensitivity in megaprojects and cyclical exposure, balanced by diversification; EXPO faces utilization fluctuations but offers steadier consulting cash flows. Market sentiment tilts toward ACM's upside potential (targets imply 50%+ gains), though both trail S&P returns, highlighting trade-offs in growth versus stability.
Tickeron AI Verdict
Tickeron’s AI currently favors ACM for its trend consistency in contract wins and infrastructure catalysts, positioning it strongly amid rising defense and environmental spending. Relative to EXPO, ACM shows higher backlog potential and analyst conviction, though EXPO's earnings stability merits watching. Probabilistic edge leans 60/40 toward ACM based on observable momentum and sector tailwinds.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ACM is a StrongBuy and EXPO is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ACM’s FA Score shows that 1 FA rating(s) are green whileEXPO’s FA Score has 1 green FA rating(s).
- ACM’s FA Score: 1 green, 4 red.
- EXPO’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ACM’s TA Score shows that 5 TA indicator(s) are bullish while EXPO’s TA Score has 5 bullish TA indicator(s).
- ACM’s TA Score: 5 bullish, 3 bearish.
- EXPO’s TA Score: 5 bullish, 3 bearish.
Price Growth
ACM (@Engineering & Construction) experienced а -2.49% price change this week, while EXPO (@Engineering & Construction) price change was -2.46% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was -0.41%. For the same industry, the average monthly price growth was +3.97%, and the average quarterly price growth was +29.19%.
Reported Earning Dates
ACM is expected to report earnings on Aug 10, 2026.
EXPO is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Engineering & Construction (-0.41% weekly)Engineering & Construction includes companies that engage in non-residential construction and contract services, including ventilation, heating and air conditioning (HVAC) services. The level/value of construction & engineering activity is one of the potentially relevant indicators of the health of businesses, and hence of the overall economy. Some of the large-cap U.S. companies in this industry include Jacobs Engineering Group Inc,, AECOM and Quanta Services, Inc.
| ACM | EXPO | ACM / EXPO | |
| Capitalization | 8.72B | 2.71B | 322% |
| EBITDA | 1.3B | 127M | 1,020% |
| Gain YTD | -28.332 | -18.863 | 150% |
| P/E Ratio | 14.17 | 26.09 | 54% |
| Revenue | 16B | 603M | 2,653% |
| Total Cash | 1.03B | 119M | 869% |
| Total Debt | 3.22B | 81M | 3,972% |
ACM | EXPO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 3 | 6 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 30 Undervalued | 29 Undervalued | |
PROFIT vs RISK RATING 1..100 | 92 | 100 | |
SMR RATING 1..100 | 43 | 35 | |
PRICE GROWTH RATING 1..100 | 77 | 63 | |
P/E GROWTH RATING 1..100 | 88 | 78 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
EXPO's Valuation (29) in the Engineering And Construction industry is in the same range as ACM (30). This means that EXPO’s stock grew similarly to ACM’s over the last 12 months.
ACM's Profit vs Risk Rating (92) in the Engineering And Construction industry is in the same range as EXPO (100). This means that ACM’s stock grew similarly to EXPO’s over the last 12 months.
EXPO's SMR Rating (35) in the Engineering And Construction industry is in the same range as ACM (43). This means that EXPO’s stock grew similarly to ACM’s over the last 12 months.
EXPO's Price Growth Rating (63) in the Engineering And Construction industry is in the same range as ACM (77). This means that EXPO’s stock grew similarly to ACM’s over the last 12 months.
EXPO's P/E Growth Rating (78) in the Engineering And Construction industry is in the same range as ACM (88). This means that EXPO’s stock grew similarly to ACM’s over the last 12 months.
| ACM | EXPO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 65% | 6 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 50% |
| Momentum ODDS (%) | 2 days ago 56% | 2 days ago 62% |
| MACD ODDS (%) | 2 days ago 55% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 57% | 2 days ago 61% |
| TrendMonth ODDS (%) | 2 days ago 63% | 2 days ago 58% |
| Advances ODDS (%) | 12 days ago 54% | 8 days ago 57% |
| Declines ODDS (%) | 2 days ago 58% | 2 days ago 59% |
| BollingerBands ODDS (%) | 2 days ago 67% | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 54% | 2 days ago 57% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RSSE | 22.94 | 0.03 | +0.15% |
| FT Vest U.S. Eq Eql Wght Buffr ETF - Sep | |||
| OVT | 21.87 | 0.01 | +0.05% |
| Overlay Shares Short Term Bond ETF | |||
| GUSA | 64.94 | N/A | N/A |
| Goldman Sachs MarketBeta US 1000 Eq ETF | |||
| XSVN | 46.99 | -0.18 | -0.37% |
| BondBloxx Bloomberg SevenYrTrgDurUSTrETF | |||
| ADBG | 2.71 | -0.02 | -0.73% |
| Leverage Shares 2X Long ADBE Daily ETF | |||
ACM and
Correlation & Price change
A.I.dvisor indicates that over the last year, ACM has been loosely correlated with J. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if ACM jumps, then J could also see price increases.
| Ticker / NAME | Correlation To ACM | 1D Price Change % | ||
|---|---|---|---|---|
| ACM | 100% | -1.38% | ||
| J - ACM | 63% Loosely correlated | -1.88% | ||
| STN - ACM | 55% Loosely correlated | +1.20% | ||
| TTEK - ACM | 52% Loosely correlated | -0.80% | ||
| EXPO - ACM | 43% Loosely correlated | -1.86% | ||
| KBR - ACM | 39% Loosely correlated | -2.16% | ||
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EXPO and
Correlation & Price change
A.I.dvisor indicates that over the last year, EXPO has been loosely correlated with CTAS. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if EXPO jumps, then CTAS could also see price increases.
| Ticker / NAME | Correlation To EXPO | 1D Price Change % | ||
|---|---|---|---|---|
| EXPO | 100% | -1.86% | ||
| CTAS - EXPO | 62% Loosely correlated | -0.82% | ||
| ALLE - EXPO | 61% Loosely correlated | -1.98% | ||
| CBZ - EXPO | 59% Loosely correlated | -7.85% | ||
| DLB - EXPO | 58% Loosely correlated | +0.17% | ||
| TRI - EXPO | 55% Loosely correlated | -2.58% | ||
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