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AECOM vs Balfour Beatty: Which Stock Looks Stronger in 2026?

Balfour Beatty holds the cleaner structural position, with the lead spread across growth and stability. AECOM does not offset that deficit through any equally strong structural edge elsewhere. On the market side, Balfour Beatty is in better shape — its trend is intact while AECOM's trend has broken down. That puts structure and market broadly in agreement — Balfour Beatty's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

This is not just a one-metric split: both growth and stability materially support the lead. Balfour Beatty plc leads by 27 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Engineering & Construction

This comparison is based on industry proximity, not on functional trajectory similarity. ACM and BBY.L share the same industry classification.

For a similarity-based comparison, see how AECOM and Balfour Beatty each position within their functional peer groups in AssetNext.

Peer-Relative Score
ACM
AECOM
53
Peer-Score
Signal qualityMedium
vs
BBY.L
Balfour Beatty plc
80
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: ACM vs BBY.L Profitability 57 72 Stability 44 78 Valuation 86 80 Growth 9 94 ACM BBY.L
Gap Ranking
#1 Growth +85
#2 Stability +34
#3 Profitability +15
#4 Valuation +6
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ACM and BBY.L Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ACMBBY.L Relative valuation Structural strength

The price setup looks more supportive for Balfour Beatty plc, but AECOM still has the stronger structure.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Growth
On growth, Balfour Beatty plc ranks near the top of the group; AECOM sits in the weaker half.
Stability
On stability, the same pattern holds: both are strong, but Balfour Beatty plc still leads clearly.
Growth — Dominant Gap
ACM
9
BBY.L
94
Gap+85in favour of BBY.L

One company is still expanding while the other is contracting, which creates a very wide growth split.

What else supports the lead

Stability adds another layer of support rather than leaving the result tied to growth alone.

What this means for the comparison

The lead is built on both growth and stability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the ACM vs BBY.L comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar growth-driven comparisons

Explore how ACM and BBY.L each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.