Aug. 3 at 6:56 PM
$ACM One adjustment to my previous opinon: ACM PE is 15 at these prices. In comparison with similarly sized industry competitors, who'se PE are as of today:
ACM: 15.11
$VMI Valmont Industries Inc: 18.75 (KUDOS to Valmont - excellent report two weeks ago; I like ACM a bit better because it appears to be at a greater discount in comparison)
$STN Stantec Inc 23.03
$AGX Argan Inc 50.12
$FLR Fluor Corp 27.45
I continue to be bullish here, as AECOM seems to be undervalued at these prices and moving in the right direction.
Do your own DD and Good Luck To All.