MLI vs ACA vs LXFR Stock Comparison

Mueller Industries, Arcosa and Luxfer Holdings Prices as of Oct 23, 2026 Peers: Industry group
MLI Mueller Industries Inc
$54.11 -10.3% 1M -48.1% 1Y
Market cap
$11.82B
P/E
13.7x
Revenue (TTM)
$5.00B
Div. yield
0.01%
Metal Fabrication Industrials
7 wins
ACA Arcosa, Inc.
$149.18 +1.7% 1M +61.6% 1Y
Market cap
$7.33B
P/E
14.9x
Revenue (TTM)
$2.74B
Div. yield
0.13%
Metal Fabrication Industrials
5 wins
LXFR Luxfer Holdings Plc
$17.28 +0.1% 1M +27.2% 1Y
Market cap
$461.99M
P/E
57.7x
Revenue (TTM)
$363.20M
Div. yield
–
Metal Fabrication Industrials

Head to Head

12 decided of 12

Mueller Industries leads on 7 of the 12 questions below (Mueller Industries 7, Arcosa 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionMLIACALXFRLeader
Larger companyMarket capitalisation $11.82B $7.33B $461.99M MLI
Cheaper on earningsLower P/E, profitable companies only 13.7x 14.9x 57.7x MLI
Cheaper on forward earningsLower price / next fiscal year consensus EPS 13.0x 33.6x 17.5x MLI
Faster revenue growthRevenue growth, trailing twelve months +20.8% +9.7% -10.6% MLI
More profitableNet margin, trailing twelve months 17.3% 17.9% 2.2% ACA
Better return on capitalReturn on invested capital 22.7% 6.5% 4.6% MLI
Less leveragedLower net debt / EBITDA -1.3x 1.8x 1.4x MLI
Higher dividend yieldTrailing dividend yield 0.01% 0.13% 0.00% ACA
Better 1-year returnPrice return, last 12 months -48.1% +61.6% +27.2% ACA
Better 5-year returnAnnualised price return, 5 years +17.1%/yr +23.0%/yr -3.9%/yr ACA
Less volatileAnnualised volatility, 1 year 131.8% 31.7% 33.2% ACA
Higher overall scoreMean of the five percentile scores vs peers 85/100 56/100 50/100 MLI

Percentile Scorecard

MLIACALXFR

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisMLIACALXFR
Valuation 81 #39 of 203 48 #106 of 203 58 #86 of 203
Growth 66 #64 of 188 82 #34 of 188 14 #161 of 188
Profitability 95 #10 of 187 53 #89 of 187 39 #114 of 187
Financial Health 97 #7 of 222 58 #94 of 222 59 #91 of 222
Shareholder Returns 87 #21 of 153 41 #91 of 153 80 #32 of 153
Overall 85 56 50
  • MLI ranked among 222 companies in Machinery
  • ACA ranked among 222 companies in Machinery
  • LXFR ranked among 222 companies in Machinery

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodMLIACALXFRSPY
1 month -10.3%+1.7%+0.1% -1.0%
3 months -15.4%+2.9%+1.3% +2.9%
6 months -60.2%+24.1%+31.5% +6.4%
Year to date -52.9%+40.3%+27.7% +11.4%
1 year -48.1%+61.6%+27.2% +13.1%
3 years +49.1%+117.4%+95.9% +79.4%
3 years, per year +14.3%+29.6%+25.1% +21.5%
5 years +120.1%+181.9%-18.1% +67.7%
5 years, per year +17.1%+23.0%-3.9% +10.9%
10 years +245.8%—— +255.2%
10 years, per year +13.2%—— +13.5%

Risk

MeasureMLIACALXFRSPY
Volatility, 1Y 131.8%31.7%33.2% 12.7%
Downside volatility, 1Y 164.4%32.9%39.2% 12.7%
Beta vs S&P 500, 1Y 0.690.950.94 1.00
Return / volatility, 1Y -0.361.940.82 1.03
Max drawdown, 5Y -61.6%-36.7%-67.3% -25.4%
From 52-week high -61.6%0.0%-9.4% -2.5%
52-week high $140.83$149.18$19.08 $779.14
52-week low $54.11$92.25$11.51 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleMLIACALXFR
P/E now vs peer median 13.6xmedian 25.9x 14.9xmedian 25.9x 57.8xmedian 25.9x
P/S now vs peer median 2.4xmedian 1.9x 2.7xmedian 1.9x 1.3xmedian 1.9x
EV/EBITDA now vs peer median 9.2xmedian 13.7x 15.2xmedian 13.7x 15.5xmedian 13.7x
P/FCF now vs peer median 17.1xmedian 21.1x 54.9xmedian 21.1x 27.5xmedian 21.1x
P/B now vs peer median 3.3xmedian 2.3x 2.5xmedian 2.3x 2.1xmedian 2.3x
PEG now vs peer median 1.06median 1.19 0.75median 1.19 -2.98median 1.19

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsMLIACALXFR
Revenue $5.00B $2.74B $363.20M
Gross profit $1.36B $632.30M $90.20M
Operating income $1.08B $322.70M $22.70M
Net income $871.57M $491.40M $8.00M
Free cash flow $689.59M $133.40M $16.80M
R&D – – $5.10M
EPS (diluted) $3.92 $9.99 $0.29
Cash & equivalents $1.45B $432.10M $11.50M
Total debt $10.49M $1.44B –
Shares (diluted) 220.12M 49.20M 27.22M
Enterprise value $6.13B $6.31B $421.39M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricMLIACALXFR
P/E 13.6x 14.9x 57.8x
P/FCF 17.1x 54.9x 27.5x
P/Operating cash flow 15.3x 21.5x 17.8x
P/S 2.4x 2.7x 1.3x
P/B 3.3x 2.5x 2.1x
P/Tangible book 3.7x 2.7x 2.2x
EV/EBITDA 9.2x 15.2x 15.5x
EV/EBIT 9.6x 25.8x 22.4x
EV/Revenue 2.1x 3.0x 1.4x
EV/FCF 15.0x 62.4x 30.3x
EV/Operating cash flow 13.4x 24.4x 19.6x
PEG (3Y EPS CAGR) 1.06 0.75 -2.98

Growth

14 metrics
MetricMLIACALXFR
Revenue growth (1Y) 20.8% 9.7% -10.6%
Revenue CAGR (3Y) 11.9% 7.0% -5.4%
Gross profit growth (1Y) 11.7% 20.7% -1.3%
Gross profit CAGR (3Y) 9.2% 14.2% -0.1%
Operating income growth (1Y) 12.4% 61.3% -33.6%
Operating income CAGR (3Y) 9.9% -5.6% -14.7%
Net income growth (1Y) 14.9% 433.0% -67.1%
Net income CAGR (3Y) 11.4% 20.2% -19.3%
EPS growth (1Y) 16.2% 430.8% -67.2%
EPS CAGR (3Y) 12.8% 19.8% -19.4%
Operating cash flow growth (1Y) 2.1% -23.1% -42.4%
Operating cash flow CAGR (3Y) 3.0% 16.1% 6.7%
Free cash flow growth (1Y) 1.9% -54.9% -52.8%
Free cash flow CAGR (3Y) 1.6% 54.7% 14.8%

Profitability

14 metrics
MetricMLIACALXFR
Gross margin 27.3% 23.0% 24.8%
EBITDA margin 22.5% 19.9% 9.0%
Operating margin 21.5% 11.8% 6.3%
Pretax margin 22.8% 8.4% 5.4%
Net margin 17.3% 17.9% 2.2%
FCF margin 13.8% 4.9% 4.6%
Operating cash flow margin 15.4% 12.4% 7.2%
Return on equity 24.5% 17.4% 3.6%
Return on assets 20.4% 9.5% 2.0%
Return on invested capital 22.7% 6.5% 4.6%
Return on capital employed 29.7% 6.9% 7.3%
Asset turnover 1.2x 0.5x 0.9x
Cash conversion (OCF / net income) 0.9x 0.7x 3.3x
Stock comp / revenue 0.6% 0.9% 1.1%

Financial Health

11 metrics
MetricMLIACALXFR
Debt / assets 0.1% 27.1% 15.0%
Debt / equity 0.0x 0.5x 0.3x
Net debt / EBITDA -1.3x 1.8x 1.4x
Debt / FCF 0.0x 10.8x 3.5x
Liabilities / assets 17.6% 43.7% 42.8%
Equity / assets 82.4% 56.3% 57.2%
Interest coverage 3,260x 3.3x 7.3x
Current ratio 4.4x 3.1x 2.3x
Quick ratio 3.4x 2.2x 1.0x
Cash ratio 2.3x 1.0x 0.1x
Altman Z-score 13.40 3.18 3.50

Shareholder Returns

7 metrics
MetricMLIACALXFR
Dividend yield 1.2% 0.1% 2.3%
Net buyback yield 2.4% 0.2% 0.7%
Shareholder yield 3.6% 0.4% 3.0%
Payout ratio (earnings) 16.2% 2.0% –
Payout ratio (FCF) 20.5% 7.4% –
Dividend growth (1Y) 35.7% 1.0% –
Dividend CAGR (3Y) 30.2% 1.0% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusMLIACALXFR
Forward P/E 13.0xFY2026 33.6xFY2026 17.5xFY2026
EPS, next fiscal year $4.16FY2026 $4.44FY2026 $0.99FY2026
EPS growth, next FY +21.3%FY2026 -0.7%FY2026 -10.8%FY2026
EPS growth, the year after +7.0% +7.0% +41.4%
Revenue, next fiscal year $4.90BFY2026 $2.45BFY2026 $386.72MFY2026
Revenue growth, next FY +17.3%FY2026 -14.9%FY2026 +4.2%FY2026
Revenue growth, the year after +7.9% +12.5% +2.6%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersMLIACALXFR
Held by institutions 95.3% 91.8% 91.6%
Institutions holding 738 426 136
Change in shares held, QoQ +6.5% -1.1% -1.6%
Institutions buying 419 230 76
Institutions selling 226 114 41
Buyers to sellers 1.85 2.02 1.85

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

MLIACALXFR
MLI 1.00 0.10 0.10
ACA 0.10 1.00 0.39
LXFR 0.10 0.39 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, MLI, ACA and LXFR?

Mueller Industries (MLI) is the largest by market capitalisation: Mueller Industries (MLI) $11.82B, Arcosa (ACA) $7.33B, Luxfer Holdings (LXFR) $461.99M.

Which stock is cheaper, MLI, ACA and LXFR?

Mueller Industries (MLI) trades on the lowest price-to-earnings ratio (Mueller Industries (MLI) 13.7x, Arcosa (ACA) 14.9x, Luxfer Holdings (LXFR) 57.7x). On next year's consensus earnings, Mueller Industries (MLI) is cheapest (Mueller Industries (MLI) 13.0x, Arcosa (ACA) 33.6x, Luxfer Holdings (LXFR) 17.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Mueller Industries (MLI) grew revenue fastest over the trailing twelve months: Mueller Industries (MLI) +20.8%, Arcosa (ACA) +9.7%, Luxfer Holdings (LXFR) -10.6%.

Which company is more profitable?

Arcosa (ACA) has the highest net margin (Mueller Industries (MLI) 17.3%, Arcosa (ACA) 17.9%, Luxfer Holdings (LXFR) 2.2%). On return on invested capital, Mueller Industries (MLI) leads (Mueller Industries (MLI) 22.7%, Arcosa (ACA) 6.5%, Luxfer Holdings (LXFR) 4.6%).

Which stock has performed better?

Over the past year Arcosa (ACA) returned the most: Mueller Industries (MLI) -48.1%, Arcosa (ACA) +61.6%, Luxfer Holdings (LXFR) +27.2%. Over five years, Arcosa (ACA) compounded fastest (Mueller Industries (MLI) +17.1%/yr, Arcosa (ACA) +23.0%/yr, Luxfer Holdings (LXFR) -3.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Arcosa (ACA) has the highest dividend yield: Mueller Industries (MLI) 0.01%, Arcosa (ACA) 0.13%, Luxfer Holdings (LXFR) 0.00%. Luxfer Holdings (LXFR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Arcosa (ACA) has been the steadiest (Mueller Industries (MLI) 131.8%, Arcosa (ACA) 31.7%, Luxfer Holdings (LXFR) 33.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, MLI, ACA and LXFR?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Mueller Industries (MLI) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.