Arcadis N.V. (ARCAY)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Arcadis N.V. (ARCAY) trades at $40.50 with AI Score 39/100 (Grade D). Arcadis N. V. is a global design and consultancy firm specializing in natural and built assets. Market cap: $3.44B, Sector: Industrials.
Price live · AI analysis from Mar 15, 2026Analyst Coverage for ARCAY: ARCAY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ARCAY against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ARCAY: 1/1 perspectives are bearish.
How is this calculated? →Arcadis N.V. (ARCAY) Industrial Operations Profile
Arcadis N.V. is a global leader in design and consultancy for natural and built assets, providing comprehensive solutions across infrastructure, water, environment, and buildings. With a history dating back to 1888, the company leverages its expertise and global presence to serve diverse sectors and address complex challenges.
What Is the Investment Thesis for ARCAY?
Arcadis N.V. presents a compelling investment case based on its global presence, diverse service offerings, and focus on sustainable solutions. The company's strong market position in the engineering and construction industry, coupled with a dividend yield of 3.47% and a P/E ratio of 12.29, suggests a potentially stable investment. Growth catalysts include increasing demand for sustainable infrastructure and environmental solutions. Potential risks include economic downturns impacting construction projects and competition from other major engineering firms. The company's beta of 0.55 indicates lower volatility compared to the market, which may appeal to risk-averse investors.
Based on FMP financials and quantitative analysis
ARCAY Key Highlights
- Market capitalization of $3.44B, reflecting substantial investor confidence in the company's market position.
- P/E ratio of 12.29, suggesting a potentially undervalued stock compared to its earnings.
- Profit margin of 4.3%, indicating the company's ability to generate profit from its revenue.
- Gross margin of 17.0%, reflecting the company's efficiency in managing its cost of goods sold.
- Dividend yield of 3.47%, offering investors a steady income stream.
Who Are ARCAY's Competitors?
ARCAY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AVHNY Ackermans & Van Haaren N.V. | $33.84 | +28.67% | $11.06B | 48 |
| BAFBF Balfour Beatty plc | $11.20 | +0.00% | $5.31B | 44 |
| BFLBF Bilfinger SE | $89.96 | +0.00% | $3.32B | 45 |
| BFLBY Bilfinger SE | $19.90 | +4.74% | $3.68B | 40 |
| EKIVF Enka Insaat ve Sanayi A.S. | $1.12 | +7.14% | $6.39B | 64 |
| AGX Argan, Inc. | $738.72 | +4.61% | $10.36B | 62 |
| LGN Legence Corp. | $77.08 | +1.64% | $9.33B | 60 |
| ECG Everus Construction Group, Inc. | $143.13 | +3.52% | $7.31B | 59 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ARCAY's Key Strengths?
- Global presence and diverse service offerings.
- Strong expertise in sustainable solutions.
- Established brand reputation.
- Experienced management team.
What Are ARCAY's Weaknesses?
- Exposure to economic cycles and project delays.
- Dependence on government spending and infrastructure investments.
- Competition from larger and more diversified firms.
- Potential for cost overruns and project risks.
What Could Drive ARCAY Stock Higher?
- Increasing global focus on sustainable infrastructure and environmental solutions driving demand for Arcadis' services.
- Expansion into emerging markets, such as Asia and Africa, creating new growth opportunities.
- Potential infrastructure spending initiatives by governments worldwide, boosting demand for engineering and construction services.
- Leveraging digital technologies, such as BIM and AI, to improve project efficiency and client outcomes.
- Strengthening resilience solutions in response to climate change and natural disasters.
What Are the Key Risks for ARCAY?
- Economic downturns and reduced infrastructure spending impacting project demand.
- Increased competition from larger and more diversified firms.
- Regulatory changes and environmental regulations affecting project approvals and costs.
- Geopolitical risks and project disruptions in certain regions.
- Currency risk associated with the ADR structure and international operations.
What Are the Growth Opportunities for ARCAY?
- Growth opportunity 1: Expanding sustainable infrastructure solutions: The increasing global focus on sustainability and climate change is driving demand for sustainable infrastructure solutions. Arcadis can capitalize on this trend by offering innovative and eco-friendly designs for transportation, water management, and energy systems. The global green construction market is projected to reach $485.3 billion by 2030, presenting a significant opportunity for Arcadis to expand its market share.
- Growth opportunity 2: Leveraging digital transformation: The adoption of digital technologies, such as BIM, AI, and IoT, is transforming the engineering and construction industry. Arcadis can leverage these technologies to improve project efficiency, reduce costs, and enhance client outcomes. Investing in digital solutions and integrating them into its service offerings will enable Arcadis to gain a competitive advantage and attract new clients.
- Growth opportunity 3: Expanding into emerging markets: Emerging markets, such as Asia and Africa, are experiencing rapid urbanization and infrastructure development, creating significant opportunities for engineering and construction firms. Arcadis can expand its presence in these markets by establishing local partnerships, offering tailored solutions, and leveraging its global expertise. The infrastructure market in Asia is projected to reach $5.3 trillion by 2025, offering substantial growth potential for Arcadis.
- Growth opportunity 4: Strengthening resilience solutions: The increasing frequency and severity of natural disasters and climate-related events are driving demand for resilience solutions. Arcadis can strengthen its resilience offerings by providing services such as climate adaptation planning, disaster risk management, and infrastructure hardening. The global resilience market is projected to reach $45 billion by 2028, presenting a significant opportunity for Arcadis to expand its market share.
- Growth opportunity 5: Enhancing water management solutions: The growing global water scarcity and pollution are driving demand for innovative water management solutions. Arcadis can enhance its water management offerings by providing services such as water treatment, wastewater management, and water resource planning. The global water and wastewater treatment market is projected to reach $78 billion by 2027, offering substantial growth potential for Arcadis.
What Opportunities Does ARCAY Have?
- Expanding into emerging markets.
- Leveraging digital technologies to improve efficiency.
- Capitalizing on the growing demand for sustainable infrastructure.
- Strengthening resilience solutions in response to climate change.
What Threats Does ARCAY Face?
- Economic downturns and reduced infrastructure spending.
- Increased competition from local and international firms.
- Regulatory changes and environmental regulations.
- Geopolitical risks and project disruptions.
What Are ARCAY's Competitive Advantages?
- Global presence and established brand reputation.
- Diverse service offerings across multiple sectors.
- Expertise in sustainable solutions and digital technologies.
- Strong relationships with clients and partners.
- Extensive experience in complex and large-scale projects.
What Does ARCAY Do?
Arcadis N.V., founded in 1888 and headquartered in Amsterdam, Netherlands, is a global design and consultancy firm focused on improving quality of life through sustainable solutions for natural and built assets. Originally known as Heidemij NV, the company rebranded to Arcadis N.V. in 1997. Arcadis operates through four segments: Europe & Middle East, The Americas, Asia Pacific, and CallisonRTKL. The company offers a wide array of services, including architectural-based design consultancy, asset management, business advisory, cost and commercial management, and design and engineering solutions. These solutions cater to highways, railways, bridges, tunnels, power and water utilities, ports, and geotechnics. Arcadis also provides digital environmental health safety and sustainability, environmental restoration, and project management solutions. The firm serves a diverse clientele across industrial manufacturing, technology, property and investment, contractors, and energy and resources sectors, providing mobility, places, and resilience solutions. With over 32,000 employees worldwide, Arcadis leverages its global presence and expertise to deliver innovative and sustainable solutions for its clients.
What Products and Services Does ARCAY Offer?
- Provides architectural-based design consultancy services.
- Offers asset management services, including strategy and planning.
- Delivers business advisory services, such as asset strategy and performance.
- Provides cost and commercial management services.
- Offers design and engineering solutions for infrastructure projects.
- Provides digital environmental health safety and sustainability solutions.
- Offers environmental restoration services.
- Provides project management solutions.
How Does ARCAY Make Money?
- Provides design and consultancy services for natural and built assets.
- Generates revenue through project-based fees and long-term contracts.
- Serves clients across various sectors, including industrial manufacturing, technology, and energy.
- Operates through four segments: Europe & Middle East, The Americas, Asia Pacific, and CallisonRTKL.
What Industry Does ARCAY Operate In?
Arcadis N.V. operates in the global engineering and construction industry, which is experiencing growth driven by infrastructure development, urbanization, and increasing demand for sustainable solutions. The industry is characterized by intense competition, with key players including AVHNY (AECOM), BAFBF (Balfour Beatty), BFLBF (BAM Groep), BFLBY (Bouygues), and EKIVF (Eiffage). Arcadis differentiates itself through its focus on sustainable solutions and its global presence, allowing it to serve a diverse range of clients and projects worldwide. The market is also influenced by technological advancements, such as BIM and digital twins, which are transforming project delivery and asset management.
Who Are ARCAY's Key Customers?
- Industrial manufacturing companies.
- Technology companies.
- Property and investment firms.
- Contractors.
- Energy and resources companies.
Company Profile
Arcadis N.V. operates in the Engineering & Construction industry within the Industrials sector. It is headquartered in Amsterdam, NL. The company is led by CEO Heather L. Polinsky. ARCAY has traded publicly since 1993.
ROE 20%Key Financial Metrics
Return on equity for Arcadis N.V. stands at 19.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 5.7%, showing how much profit it generates from its asset base. ARCAY trades at a trailing price-to-earnings ratio of 14.90, below the Industrials sector average of ~30x. Its free cash flow yield is 14.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.03 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.7%, the inverse of the P/E and a quick read on earnings relative to price.
ARCAY Valuation & Market Position
With a $3.44B market cap, Arcadis N.V. sits in the mid-cap segment of the market. Relative to its peer group, ARCAY's quantitative score of 39/100 is roughly in line with the peer average of 48/100.
Quarterly Financial Performance: Arcadis N.V.
Revenue for Arcadis N.V. came in at $2.42B during Q4 2025, a 1.3% contraction versus the preceding quarter. The company recorded net income of $101.0M, with diluted EPS of $1.14. Revenue has contracted over three consecutive quarters, which investors in this mid-cap Industrials stock should monitor closely. Across the four most recent quarters, ARCAY averaged $1.11 in diluted EPS.
F-Score 7/9Financial Health
Arcadis N.V.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.44 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Arcadis N.V. revenue of about $4.65B for fiscal 2026, with EPS near $3.55. The estimate reflects 3 contributing analysts.
ARCAY Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Arcadis seems to be gaining traction in the infrastructure space; chatter suggests they're landing some key contracts.
- Insiders seem to be holding steady, which might indicate confidence in the long-term direction of the company.
- The community is buzzing about Arcadis's involvement in sustainable projects, aligning with the growing ESG trend.
- There's a general feeling that Arcadis is undervalued compared to its peers, based on the types of projects they're undertaking.
Bear Case
- Some community members are worried about potential project delays impacting revenue recognition.
- Recent discussions highlight concerns about increasing competition in the consulting engineering sector.
- A few insiders trimmed their positions recently, raising questions about short-term prospects.
- The overall market sentiment seems cautious regarding infrastructure spending in certain regions where Arcadis operates.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q4 2025 | $2.42B | $101M | $1.14 |
| Q2 2025 | $2.45B | $107M | $0.60 |
| Q4 2024 | $2.48B | $131M | $1.46 |
| Q2 2024 | $2.51B | $112M | $1.24 |
Based on FMP financials and quantitative analysis
ARCAY Latest News
No recent news available for ARCAY.
ARCAY Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ARCAY.
Price Targets
Wall Street price target analysis for ARCAY.
ARCAY MoonshotScore
What does this score mean?
The MoonshotScore rates ARCAY's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest Arcadis N.V. Analysis
Leadership: Heather L. Polinsky
Managing Director
Heather L. Polinsky is the Managing Director at Arcadis, overseeing the operations and strategic direction of the company. Her background includes extensive experience in engineering and project management, with a focus on infrastructure development and sustainable solutions. She has held various leadership roles within Arcadis, demonstrating her expertise in driving growth and innovation.
Track Record: Under Heather L. Polinsky's leadership, Arcadis has focused on expanding its digital capabilities and strengthening its position in the sustainable infrastructure market. She has been instrumental in driving key strategic decisions, such as investing in new technologies and expanding into emerging markets. Her tenure has been marked by a commitment to delivering innovative and sustainable solutions for clients.
Arcadis N.V. ADR Information Unsponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. ARCAY functions as a Level 1 ADR, meaning it trades over-the-counter (OTC) without the same stringent reporting requirements as listed companies. This allows U.S. investors to invest in Arcadis N.V. without directly dealing with foreign markets.
- Home Market Ticker: Euronext Amsterdam, Netherlands
- ADR Level: 1
- ADR Ratio: 1:1
- Home Market Ticker: ARCA
ARCAY OTC Market Information
The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Companies trading on this tier often have limited financial disclosure, may not meet minimum listing requirements, and may be subject to higher risks compared to companies listed on major exchanges like the NYSE or NASDAQ. Investing in companies on the OTC Other tier requires careful due diligence and risk assessment.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure and transparency.
- Lower liquidity and wider bid-ask spreads.
- Potential for price volatility and manipulation.
- Higher risk of fraud or misrepresentation.
- Limited regulatory oversight and investor protection.
- Verify the company's registration and legal status.
- Review available financial reports and disclosures.
- Assess the company's business model and competitive landscape.
- Evaluate the management team and their track record.
- Understand the risks associated with investing in OTC stocks.
- Consult with a financial advisor before making any investment decisions.
- Check for any regulatory actions or legal proceedings against the company.
- Established history and track record (founded in 1888).
- Global presence and diverse service offerings.
- Presence of a recognized CEO (Heather L. Polinsky).
- Dividend yield of 3.47%, indicating a commitment to shareholder value.
- Positive analyst ratings and recommendations (if available).
Common Questions About ARCAY (Industrials)
What does Arcadis N.V. do?
Arcadis N.V. is a global design and consultancy firm specializing in natural and built assets. The company provides a wide range of services, including architectural design, asset management, business advisory, and project management solutions. Arcadis serves clients across various sectors, such as industrial manufacturing, technology, property and investment, contractors, and energy and resources. The company's focus is on delivering sustainable solutions that improve quality of life and address complex challenges related to infrastructure, water, environment, and buildings.
What are the main risks for ARCAY?
The main risks for ARCAY include exposure to economic cycles and reduced infrastructure spending, which can impact project demand. Increased competition from larger and more diversified firms poses a threat to market share. Regulatory changes and environmental regulations can affect project approvals and costs. Geopolitical risks and project disruptions in certain regions can also impact operations. Currency risk associated with the ADR structure and international operations is another factor to consider.
What are the key factors to evaluate for ARCAY?
Arcadis N.V. (ARCAY) holds an AI score of 39/100 (low). Not financial advice.
How frequently does ARCAY data refresh on this page?
ARCAY prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ARCAY's recent stock price performance?
Arcadis N.V. (ARCAY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global presence and diverse service offerings. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ARCAY overvalued or undervalued right now?
Valuing Arcadis N.V. (ARCAY) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying ARCAY?
Before investing in Arcadis N.V. (ARCAY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding ARCAY to a portfolio?
Key strength of Arcadis N.V. (ARCAY): Global presence and diverse service offerings. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending and may provide further insights.
- OTC market data may have limited availability and reliability.