ACM

AECOM Technology Corporation

TMT, Industrial/Transportation


Presented:01/22/2015
Price:$26.24
Cap:N/A
Current Price:$106.21
Cap:$14.24B

Presented

Date01/22/2015
Price$26.24
Market CapN/A
Ent Value$4.55B
P/E Ratio11.14x
Book Value$22.61
Div YieldN/A
Shares O/S153.82M
Ave Daily Vol1,830,000
Short Int3.83%

Current

Price$106.21
Market Cap$14.24B

Publicly traded companies mentioned herein: Aecom (ACM).

Highlights

Aecom’s legacy business - comprised mainly of engineering, construction and transit projects - isn’t particularly sexy, according to the presenter, but the company’s recent $6 billion acquisition of URS Corp makes for a far more interesting opportunity. URS has a strong presence in the energy sector, and key to the presenter’s thesis is her belief that Aecom managed to steal the company, which makes the stock cheaper than the market thinks. The deal provides Aecom with meaningful synergies potential, and unique cash flow characteristics which the presenter believes are underappreciated by investors and that may positively surprise when the company next reports.

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Idea Discussion

Commentor 1 - 2 weeks ago

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