MLM vs TTAM vs ACA Stock Comparison

Martin Marietta Materials, Titan America and Arcosa Prices as of Oct 26, 2026 Peers: Industry group
TTAM Titan America SA
$13.39 -3.3% 1M -11.6% 1Y
Market cap
$2.50B
P/E
14.7x
Revenue (TTM)
$1.70B
Div. yield
–
Cement Basic Materials
4 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
3 wins

Head to Head

12 decided of 12

Martin Marietta Materials leads on 5 of the 12 questions below (Martin Marietta Materials 5, Titan America 4, Arcosa 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionMLMTTAMACALeader
Larger companyMarket capitalisation $30.32B $2.50B $7.33B MLM
Cheaper on earningsLower P/E, profitable companies only 12.3x 14.7x 14.9x MLM
Cheaper on forward earningsLower price / next fiscal year consensus EPS 27.5x 13.3x 33.6x TTAM
Faster revenue growthRevenue growth, trailing twelve months +14.8% — +9.7% MLM
More profitableNet margin, trailing twelve months 36.7% 10.0% 17.9% MLM
Better return on capitalReturn on invested capital 6.5% 15.9% 6.5% TTAM
Less leveragedLower net debt / EBITDA 2.8x 1.2x 1.8x TTAM
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.13% ACA
Better 1-year returnPrice return, last 12 months -18.8% -11.6% +61.6% ACA
Better 5-year returnAnnualised price return, 5 years +5.6%/yr — +23.0%/yr ACA
Less volatileAnnualised volatility, 1 year 28.7% 37.0% 31.7% MLM
Higher overall scoreMean of the five percentile scores vs peers 34/100 67/100 56/100 TTAM

Percentile Scorecard

MLMTTAMACA

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

AxisMLMTTAMACA
Valuation 11 #9 of 10 89 #2 of 10 49 #105 of 203
Growth – – 82 #34 of 187
Profitability 86 #2 of 8 64 #3 of 8 51 #91 of 185
Financial Health 38 #6 of 9 88 #2 of 9 58 #92 of 219
Shareholder Returns 0 #8 of 8 29 #6 of 8 41 #90 of 153
Overall 34 67 56
  • MLM ranked among 10 companies in Construction Materials
  • TTAM ranked among 10 companies in Construction Materials
  • ACA ranked among 222 companies in Machinery

Price Performance

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

Returns

PeriodMLMTTAMACASPY
1 month +4.1%-3.3%+1.7% -0.8%
3 months -11.9%-23.5%+2.9% +3.5%
6 months -17.3%-18.1%+24.1% +7.0%
Year to date -19.0%-18.8%+40.3% +12.2%
1 year -18.8%-11.6%+61.6% +13.0%
3 years +26.4%—+117.4% +86.3%
3 years, per year +8.1%—+29.6% +23.1%
5 years +31.6%—+181.9% +68.6%
5 years, per year +5.6%—+23.0% +11.0%
10 years +183.2%—— +258.0%
10 years, per year +11.0%—— +13.6%

Risk

MeasureMLMTTAMACASPY
Volatility, 1Y 28.7%37.0%31.7% 12.7%
Downside volatility, 1Y 31.2%39.0%32.9% 12.7%
Beta vs S&P 500, 1Y 0.851.600.95 1.00
Return / volatility, 1Y -0.66-0.311.94 1.02
Max drawdown, 5Y -33.4%-34.4%-36.7% -25.4%
From 52-week high -28.8%-30.7%0.0% -1.8%
52-week high $708.11$19.32$149.18 $779.14
52-week low $471.33$13.08$92.25 $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.

MultipleMLMTTAMACA
P/E now vs peer median 12.3xmedian 19.6x 14.4xmedian 19.6x 14.9xmedian 26.0x
P/S now vs peer median 4.5xmedian 1.8x 1.4xmedian 1.8x 2.7xmedian 1.9x
EV/EBITDA now vs peer median 17.5xmedian 9.3x 7.6xmedian 9.3x 15.2xmedian 14.0x
P/FCF now vs peer median 37.4xmedian 31.4x 6.0xmedian 31.4x 54.9xmedian 21.4x
P/B now vs peer median 2.6xmedian 2.3x 2.3xmedian 2.3x 2.5xmedian 2.2x
PEG now vs peer median 0.32median 2.78 —median 2.78 0.75median 1.26

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 monthsMLMTTAMACA
Revenue $6.69B $1.70B $2.74B
Gross profit $1.88B $420.97M $632.30M
Operating income $1.38B $242.26M $322.70M
Net income $2.46B $217.37M $491.40M
Free cash flow $810.00M $411.59M $133.40M
EPS (diluted) $40.81 $0.93 $9.99
Cash & equivalents $112.00M $36.38M $432.10M
Total debt $5.95B $506.76M $1.44B
Shares (diluted) 60.20M 183.46M 49.20M
Enterprise value $29.81B $1.99B $6.31B

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
MetricMLMTTAMACA
P/E 12.3x 14.4x 14.9x
P/FCF 37.4x 6.0x 54.9x
P/Operating cash flow 19.9x 10.1x 21.5x
P/S 4.5x 1.4x 2.7x
P/B 2.6x 2.3x 2.5x
P/Tangible book 2.8x 2.3x 2.7x
EV/EBITDA 17.5x 7.6x 15.2x
EV/EBIT 26.2x 12.0x 25.8x
EV/Revenue 5.4x 1.7x 3.0x
EV/FCF 44.6x 7.1x 62.4x
EV/Operating cash flow 23.8x 11.9x 24.4x
PEG (3Y EPS CAGR) 0.32 – 0.75

Growth

14 metrics
MetricMLMTTAMACA
Revenue growth (1Y) 14.8% – 9.7%
Revenue CAGR (3Y) 1.1% – 7.0%
Gross profit growth (1Y) 7.8% – 20.7%
Gross profit CAGR (3Y) 3.4% – 14.2%
Operating income growth (1Y) 3.2% – 61.3%
Operating income CAGR (3Y) 1.3% – -5.6%
Net income growth (1Y) 123.2% – 433.0%
Net income CAGR (3Y) 37.3% – 20.2%
EPS growth (1Y) 123.9% – 430.8%
EPS CAGR (3Y) 38.8% – 19.8%
Operating cash flow growth (1Y) -19.7% – -23.1%
Operating cash flow CAGR (3Y) 7.5% – 16.1%
Free cash flow growth (1Y) -15.9% – -54.9%
Free cash flow CAGR (3Y) 6.6% – 54.7%

Profitability

14 metrics
MetricMLMTTAMACA
Gross margin 28.2% 24.7% 23.0%
EBITDA margin 30.9% 22.4% 19.9%
Operating margin 20.6% 14.2% 11.8%
Pretax margin 17.4% 18.0% 8.4%
Net margin 36.7% 10.0% 17.9%
FCF margin 12.1% 24.2% 4.9%
Operating cash flow margin 22.7% 14.4% 12.4%
Return on equity 21.5% 15.9% 17.4%
Return on assets 11.8% 8.3% 9.5%
Return on invested capital 6.5% 15.9% 6.5%
Return on capital employed 7.2% 13.5% 6.9%
Asset turnover 0.3x 0.8x 0.5x
Cash conversion (OCF / net income) 0.6x 1.1x 0.7x
Stock comp / revenue 0.7% 0.3% 0.9%

Financial Health

11 metrics
MetricMLMTTAMACA
Debt / assets 27.9% 23.4% 27.1%
Debt / equity 0.5x 0.5x 0.5x
Net debt / EBITDA 2.8x 1.2x 1.8x
Debt / FCF 7.3x 1.2x 10.8x
Liabilities / assets 45.8% 49.7% 43.7%
Equity / assets 54.2% 50.3% 56.3%
Interest coverage 5.9x 12.9x 3.3x
Current ratio 1.4x 2.1x 3.1x
Quick ratio 0.7x 0.9x 2.2x
Cash ratio 0.1x 0.3x 1.0x
Altman Z-score 2.95 – 3.18

Shareholder Returns

7 metrics
MetricMLMTTAMACA
Dividend yield 0.7% 1.2% 0.1%
Net buyback yield 0.7% – 0.2%
Shareholder yield 1.3% 1.2% 0.4%
Payout ratio (earnings) 8.2% – 2.0%
Payout ratio (FCF) 24.9% – 7.4%
Dividend growth (1Y) 4.1% – 1.0%
Dividend CAGR (3Y) 6.8% – 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.

ConsensusMLMTTAMACA
Forward P/E 27.5xFY2026 13.3xFY2026 33.6xFY2026
EPS, next fiscal year $18.36FY2026 $1.01FY2026 $4.44FY2026
EPS growth, next FY +12.4%FY2026 0.0%FY2026 -0.7%FY2026
EPS growth, the year after +17.5% +14.9% +7.0%
Revenue, next fiscal year $8.03BFY2026 $1.72BFY2026 $2.45BFY2026
Revenue growth, next FY +14.7%FY2026 +3.6%FY2026 -14.9%FY2026
Revenue growth, the year after +26.6% +4.5% +12.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersMLMTTAMACA
Held by institutions 98.5% 15.0% 91.8%
Institutions holding 1,072 109 426
Change in shares held, QoQ +1.4% -5.7% -1.1%
Institutions buying 469 66 230
Institutions selling 392 30 114
Buyers to sellers 1.20 2.20 2.02

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.

MLMTTAMACA
MLM 1.00 0.66 0.33
TTAM 0.66 1.00 0.40
ACA 0.33 0.40 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, MLM, TTAM and ACA?

Martin Marietta Materials (MLM) is the largest by market capitalisation: Martin Marietta Materials (MLM) $30.32B, Titan America (TTAM) $2.50B, Arcosa (ACA) $7.33B.

Which stock is cheaper, MLM, TTAM and ACA?

Martin Marietta Materials (MLM) trades on the lowest price-to-earnings ratio (Martin Marietta Materials (MLM) 12.3x, Titan America (TTAM) 14.7x, Arcosa (ACA) 14.9x). On next year's consensus earnings, Titan America (TTAM) is cheapest (Martin Marietta Materials (MLM) 27.5x, Titan America (TTAM) 13.3x, Arcosa (ACA) 33.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Martin Marietta Materials (MLM) grew revenue fastest over the trailing twelve months: Martin Marietta Materials (MLM) +14.8%, Arcosa (ACA) +9.7%.

Which company is more profitable?

Martin Marietta Materials (MLM) has the highest net margin (Martin Marietta Materials (MLM) 36.7%, Titan America (TTAM) 10.0%, Arcosa (ACA) 17.9%). On return on invested capital, Titan America (TTAM) leads (Martin Marietta Materials (MLM) 6.5%, Titan America (TTAM) 15.9%, Arcosa (ACA) 6.5%).

Which stock has performed better?

Over the past year Arcosa (ACA) returned the most: Martin Marietta Materials (MLM) -18.8%, Titan America (TTAM) -11.6%, Arcosa (ACA) +61.6%. Over five years, Arcosa (ACA) compounded fastest (Martin Marietta Materials (MLM) +5.6%/yr, Arcosa (ACA) +23.0%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Arcosa (ACA) has the highest dividend yield: Martin Marietta Materials (MLM) 0.01%, Titan America (TTAM) 0.00%, Arcosa (ACA) 0.13%. Titan America (TTAM) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Martin Marietta Materials (MLM) has been the steadiest (Martin Marietta Materials (MLM) 28.7%, Titan America (TTAM) 37.0%, Arcosa (ACA) 31.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, MLM, TTAM and ACA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Martin Marietta Materials (MLM) leads on 5. 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.