Aecom Drives 'Higher Returns At Lower Risk,' Says Bullish Analyst
Aecom Drives 'Higher Returns At Lower Risk,' Says Bullish Analyst
Aecom (NYSE:ACM) shares are trading up Friday, after gaining around 5% during the week.
AECOM（纽交所：ACM）股票星期五上涨，本周上涨了约5%。
The company "high-graded its portfolio" by increasingly focusing on larger and more complex design projects, where it has the greatest competitive advantage, and is moving further towards program management and advisory, according to Goldman Sachs.
根据高盛的报告，该公司通过越来越专注于更大和更复杂的设计项目来“提升其投资组合”，在这些领域中拥有最大的竞争优势，并进一步朝着项目管理和顾问服务的方向发展。
Analyst Adam Bubes initiated coverage of Aecom with a Buy rating and price target of $130.
分析师亚当·布比斯对AECOM进行了买入评级，目标价为130美元。
The Aecom Thesis: Engineering News-Record's market data shows that the company has industry-leading design market share in its largest end markets, Bubes said in the initiation note.
AECOM的论点：工程新闻记录的市场数据表明，该公司在其最大的终端市场中具有行业领先的设计市场份额，布比斯在启动报告中提到。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
Bubes noted that Aecom secured the second-highest position in program management, increasing its market share from 6.6% of the top 50 program managers since 2021 to around 11% today.
布比斯指出，AECOM在项目管理中获得了第二高的地位，自2021年以来，其在前50名项目经理中的市场份额从6.6%提升至今天约11%。
"We forecast a 6% total company organic growth CAGR through 2027 driven by AECOM's accelerating win rates, double-digit program management and advisory growth, and solid underlying end market trends," the analyst wrote.
分析师写道：“我们预测到2027年，公司的整体有机增长年均增长率为6%，这得益于AECOM的胜出率加速、项目管理和顾问服务的两位数增长，以及坚实的基础终端市场趋势。”
Since 2020, Aecom has "divested its self-perform at-risk construction businesses, exited low return countries, and shifted resources to larger and more complex projects," Bubes said. The company's high-graded portfolio is now "driving higher returns at lower risk," he added.
布比斯提到，自2020年以来，AECOM“已剥离其承接风险的施工业务，退出低回报国家，并将资源转向更大和更复杂的项目”。该公司的高评级投资组合现在“在降低风险的同时推动更高的回报”，他补充道。
ACM Price Action: Shares of Aecom were up 2.62% at $115.51 at the time of publication on Friday.
ACm价格走势：在发布时，AECOM的股票在周五上涨了2.62%，达到115.51美元。
Read More:
• Aecom Reports Q4 Results, Joins Incyte And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
阅读更多：
• AECOM发布第四季度财报，和因塞特及其他大股票在周二的盘前交易中走低。
Photo: Shutterstock
Photo: shutterstock
