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ACA vs MSM

Comparison between Arcosa Inc (ACA, Company) and MSC Industrial Direct Co. Inc - Class A (MSM, Company).

Both ACA and MSM are from the Industrials sector.

5-Year PerformanceACA has outperformed MSM, delivering a return of +22.8% compared to +11.9%

ACA vs MSM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ACA
$7.11B
MSM
$7.11B
Max Drawdown
Winner
ACA
36.79%
MSM
57.07%
Sharpe Ratio
ACA
1.44
Winner
MSM
1.52
5Y Beta
ACA
1.20
Winner
MSM
0.83
Industry
ACA
Engineering & Construction
MSM
Industrial Distribution
P/E Ratio
ACA
36.58
Winner
MSM
30.67
Forward P/E
ACA
35.97
Winner
MSM
24.69
PEG Ratio
Winner
ACA
0.90
MSM
5.06
Dividend Yield
ACA
0.14%
Winner
MSM
2.73%
5Y Dividends CAGR
Winner
ACA
4.56%
MSM
-7.80%
5Y EPS CAGR
Winner
ACA
17.48%
MSM
-4.43%
Debt to Equity
ACA
0.00%
MSM
0.00%
Free Cash Flow Yield
Winner
ACA
3.36%
MSM
3.09%
P/S Ratio
ACA
2.45
Winner
MSM
1.82
P/B Ratio
Winner
ACA
2.68
MSM
5.01

ACA vs MSM - Historical Returns

Returns include dividend reinvestment.

1M
ACA
+0.16%
Winner
MSM
+9.02%
3M
ACA
+20.77%
Winner
MSM
+29.26%
6M
ACA
+27.94%
Winner
MSM
+49.12%
1Y
Winner
ACA
+59.80%
MSM
+48.93%
5Y(CAGR)
Winner
ACA
+22.84%
MSM
+11.91%
10Y(CAGR)
ACA
N/A
MSM
+10.71%
Max(CAGR)
Winner
ACA
+28.86%
MSM
+12.85%

ACA vs MSM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearACAMSM
2026+36.04%+50.53%
2025+10.24%+16.42%
2024+18.21%-22.03%
2023+53.48%+28.51%
2022+1.86%+1.01%
2021-1.87%+6.52%
2020+20.46%+24.83%
2019+58.63%+7.25%
2018+31.86%-18.73%
2017N/A+6.92%
2016N/A+67.44%
2015N/A-29.09%
2014N/A+6.04%
2013N/A+6.29%
2012N/A+7.44%
2011N/A+10.56%
2010N/A+40.74%
2009N/A+23.47%
2008N/A-5.08%
2007N/A+1.39%
2006N/A-4.62%
2005N/A+20.64%
2004N/A+31.97%
2003N/A+53.88%
2002N/A-7.79%
2001N/A+15.36%
2000N/A+33.78%
1999N/A+23.95%

ACA vs MSM Drawdown Comparison

The maximum drawdown for ACA was -36.79%, occurring on Mar 18, 2020. Recovery took 140 trading sessions.

The maximum drawdown for MSM was -57.07%, occurring on Sep 23, 2002. Recovery took 410 trading sessions.

The current ACA drawdown is -0.16%. The current MSM drawdown is -1.14%.

RankACAMSM
#1-36.79%
Feb 13, 2020 - Sep 2, 2020
-57.07%
Mar 20, 2002 - Nov 3, 2003
#2-36.64%
Nov 25, 2024 - Dec 11, 2025
-50.77%
Jul 9, 2007 - Apr 7, 2010
#3-35.78%
Feb 24, 2021 - May 1, 2023
-48.19%
Feb 21, 2017 - Nov 24, 2020
#4-29.79%
Nov 8, 2018 - Feb 28, 2019
-47.44%
May 31, 2000 - Mar 4, 2002
#5-21.45%
Feb 10, 2026 - May 5, 2026
-38.74%
Jun 11, 2014 - Nov 23, 2016
#6-19.74%
Jun 10, 2019 - Nov 4, 2019
-32.73%
Apr 6, 2011 - Jan 13, 2012
#7-17.91%
Jul 31, 2024 - Sep 19, 2024
-31.14%
May 9, 2006 - Jun 1, 2007
#8-17.55%
Mar 4, 2019 - May 3, 2019
-30.83%
Jan 20, 2000 - May 11, 2000
#9-17.29%
Sep 1, 2023 - Dec 13, 2023
-29.28%
Oct 12, 2023 - Feb 6, 2026
#10-12.83%
Jan 14, 2021 - Feb 12, 2021
-26.06%
Nov 29, 2004 - Jul 28, 2005
#11-11.83%
Mar 27, 2024 - May 6, 2024
-26.03%
Mar 28, 2012 - Feb 12, 2013
#12-10.77%
May 6, 2026 - Jun 16, 2026
-23.27%
Nov 2, 1999 - Dec 8, 1999
#13-10.59%
Sep 4, 2020 - Oct 12, 2020
-21.82%
Apr 7, 2010 - Oct 21, 2010
#14-9.91%
May 6, 2019 - Jun 7, 2019
-21.27%
May 14, 2021 - Apr 17, 2023
#15-9.50%
May 15, 2024 - Jul 16, 2024
-15.81%
Jul 15, 2004 - Sep 29, 2004

Correlation

Correlation between ACA and MSM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2003 - 2026)

ACA vs MSM dividend yield comparison.

YearACAMSM
20260.10%2.07%
20250.19%4.07%
20240.21%4.47%
20230.24%3.16%
20220.37%3.72%
20210.38%3.57%
20200.36%13.63%
20190.45%3.52%
20180.00%3.08%
20170.00%1.89%
20160.00%1.88%
20150.00%2.90%
20140.00%5.40%
20130.00%1.15%
20120.00%1.79%
20110.00%1.27%
20100.00%2.84%
20090.00%1.70%
20080.00%2.06%
20070.00%1.68%
20060.00%1.43%
20050.00%4.87%
20040.00%0.94%
20030.00%0.36%

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