Jacobs Solutions Inc
Exchange: NYSESector: IndustrialsIndustry: Engineering & Construction
At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission-critical outcomes, operational advancement, scientific discovery and cutting-edge manufacturing, turning abstract ideas into realities that transform the world for good. With $13 billion in revenue and a talent force of approximately 52,000, Jacobs provides a full spectrum of professional services including consulting, technical, scientific and project delivery for the government and private sector. Visit jacobs.com and connect with Jacobs on LinkedIn, Twitter, Facebook and Instagram. About Professor Brian Cox OBE Professor Brian Cox OBE is an English physicist, and Professor of particle physics at the University of Manchester. A Fellow at the Royal Society and popular television, radio presenter & author, he has received awards for his work in publicising science. Professor Cox continues to inspire audiences in the UK and around the globe.
Current Price
$118.43
-3.53%GoodMoat Value
$129.56
9.4% undervaluedProfile
Valuation (TTM)
Market Cap$13.91B
P/E36.46
EV$16.75B
P/B3.82
Shares Out117.45M
P/Sales1.06
Revenue$13.17B
EV/EBITDA18.98
Jacobs Solutions Inc (J) Stock Analysis
GoodMoat Analysis
Jacobs Solutions appears to be a stable, profitable engineering and construction firm with moderate growth, but its competitive moat is narrow and its valuation is elevated relative to our fair value estimate. The analysis suggests proceeding with caution.
Read full analysis
Jacobs Solutions is a large professional services firm in the industrials sector, providing engineering, design, and construction management services. Applying the GoodMoat framework, the company's competitive advantages appear limited. A structured moat assessment yields a low score, likely below the 5-point threshold required to proceed, indicating a lack of durable, structural advantages. The business operates in a competitive, project-based industry where switching costs and proprietary technology are often low. Quality indicators are mixed: while the company shows positive revenue growth of 12.3% YoY and a reasonable ROE of 11.9%, its profit margins are thin (3.5% net, 7.2% operating) and its free cash flow yield of 4.0% is modest. The valuation presents a significant hurdle. The current P/E of 35.6x is high for a company with this growth and margin profile, and the stock trades above the GoodMoat Target price of $116.78. Following the Decision Framework, the stock likely fails the initial 'Moat & Quality Gate' due to a low moat score, moving the analysis to an 'Unfavourable' conclusion. For a value investor, this suggests the business lacks the protective moat and pricing power typically sought, and it is not trading at a compelling margin of safety.
Market Cap$13.91B
Current Price$118.43
P/E Ratio36.46
Forward P/E—
PEG Ratio-0.05
EPS$2.38
Book Value$31.00
P/B Ratio3.82
J Financial Charts
FCF vs CAPEX
FCFCAPEX
Cash vs Debt
Net Debt: 1.5B
Revenue
12.7B
FY19
13.6B
FY20
14.1B
FY21
14.9B
FY22
10.9B
FY23
11.5B
FY24
12.0B
FY25
Net Income
848M
FY19
492M
FY20
477M
FY21
644M
FY22
666M
FY23
806M
FY24
289M
FY25
J 52-Week Range
$118.43
$163.62
50-Day MA: $129.20200-Day MA: $140.24
Did you know?
Trading 9% below its estimated fair value of $129.56.
Jacobs Solutions Inc (J) Financial Summary
Jacobs Solutions Inc (J) is a Industrials company in the Engineering & Construction industry, listed on NYSE. The stock currently trades at $118.43 with a market capitalization of $13.91B.
Key valuation metrics include a P/E ratio of 36.46, price-to-book ratio of 3.82, and EPS of $2.38. The company reports a profit margin of 2.9% and return on equity of 10.5%.
J Key Financial Metrics
| Metric | Value |
|---|---|
| Market Cap | $13.91B |
| P/E Ratio | 36.46 |
| EPS | $2.38 |
| P/B Ratio | 3.82 |
| P/S Ratio | 1.06 |
| EV/EBITDA | 18.98 |
| Dividend Yield | 1.10% |
| Profit Margin | 2.9% |
| Return on Equity | 10.5% |
| Debt/Equity | 0.74 |
J Revenue & Earnings History
| Year | Revenue | Net Income |
|---|---|---|
| FY19 | $12.74B | $847.98M |
| FY20 | $13.57B | $491.85M |
| FY21 | $14.09B | $477.03M |
| FY22 | $14.92B | $644.04M |
| FY23 | $10.85B | $665.78M |
| FY24 | $11.50B | $806.09M |
| FY25 | $12.03B | $289.34M |
Jacobs Solutions Inc (J) Valuation
Based on GoodMoat's DCF model, Jacobs Solutions Inc has a fair value estimate of $129.56. At the current price of $118.43, the stock appears 8.6% undervalued relative to our intrinsic value estimate.
J Quality Indicators
Jacobs Solutions Inc maintains a profit margin of 2.9% and an operating margin of 7.2%. Return on equity stands at 10.5%. The current ratio is 1.30. Debt-to-equity ratio is 0.74.
About Jacobs Solutions Inc
At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission-critical outcomes, operational advancement, scientific discovery and cutting-edge manufacturing, turning abstract ideas into realities that transform the world for good. With $13 billion in revenue and a talent force of approximately 52,000, Jacobs provides a full spectrum of professional services including consulting, technical, scientific and project delivery for the government and private sector. Visit jacobs.com and connect with Jacobs on LinkedIn, Twitter, Facebook and Instagram. About Professor Brian Cox OBE Professor Brian Cox OBE is an English physicist, and Professor of particle physics at the University of Manchester. A Fellow at the Royal Society and popular television, radio presenter & author, he has received awards for his work in publicising science. Professor Cox continues to inspire audiences in the UK and around the globe.
J Free Cash Flow
Jacobs Solutions Inc generated $609.80M in trailing twelve-month free cash flow, representing an FCF yield of 4.38%. This moderate FCF yield indicates reasonable cash generation.
J Shares Outstanding
Jacobs Solutions Inc has 0.12 billion shares outstanding at a share price of $118.43, giving it a market capitalization of $13.91B.
J Recent Insider Trades
Recent insider transactions at Jacobs Solutions Inc include:
| Insider | Type | Shares | Value |
|---|---|---|---|
| Miller Shannon (President) | SELL | 1,440 | $193147.20 |