Jacobs Solutions Inc (J)
OvervaluedFundamental
53
Price
$135.27
Market Cap
$16.34B
Part 1 · What the company is worth
Overview
Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. The company provides consulting, planning, architecture, design, engineering, and infrastructure delivery services including project, program, and construction management and long-term operation of facilities. It also offers consulting services for consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport sectors. The company was founded in 1947 and is headquartered in Dallas, Texas.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on September 19, 2026 with claude-haiku-4-5 — shared with all users
The closest like-for-like rival: a US-listed design and program-management firm bidding for the same transportation, water and environmental infrastructure contracts from the same public agencies in the US, UK and Middle East.
Direct rival in water and environmental consulting, where both firms depend heavily on US federal, state and municipal agency contracts.
Canadian-listed engineering consultancy that has grown aggressively in the US through acquisitions and now disputes with Jacobs the same municipal water, transit and environmental consulting mandates.
North American design and engineering consultancy competing for the same buildings, water and community-infrastructure projects, and for the same senior engineering staff.
Dutch-listed consultancy competing with Jacobs on European and global mandates for mobility, water systems and environmental remediation.
Competes for the same large public infrastructure and nuclear engineering programmes, especially in the UK and Canada where both firms have long-standing government frameworks.
Balance Sheet & Liquidity
Revenue
$14.22B
Trailing 12 months (through 6/26/2026)
Net Income
$338M
Trailing 12 months (through 6/26/2026)
Free Cash Flow
$607M
Total Equity
$3.64B
Total Liabilities
$7.60B
Current Ratio
1.29
Interest Coverage
3.93
Debt/EBITDA
4.29
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$107.32
Current Price
$135.27
Margin of Safety
-26.0%
Fair Value Range
$69.76 - $144.88
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
48.14
ROE
7.9%
P/B Ratio
4.85
P/FCF
24.56
Gross Margin
22.1%
ROIC
6.6%
Profitability Radar
Value Creation (Economic Moat)
ROIC
6.6%
WACC
7.3%
ROIC − WACC
-0.7 pp
ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.
Fundamental Analysis Criteria
Passed (16)
- EPS shows upward trend
- Price CAGR 11.65%
- ROIC 6.6%
- P/FCF 24.56
- Debt/Equity ratio
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 9.9%
- Analyst Consensus 75% Buy
- Earnings Quality (OCF/NI) 2.17
- Share Dilution -4.7%
- Piotroski F-Score 7/9
Failed (10)
- EPS CAGR 0.07%
- Gross Margin 22.1%
- P/B Ratio 4.85
- Operating Margin 4.6%
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Revenue Growth 5Y -2.4%
- Earnings Surprise avg 1.1%
- Net Margin Trend 2.4% vs 4.2%
Unavailable (2)
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Strong financial health
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Institutional Holdings
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Robert V. Pragada | CEO & Chair of the Board | 57 |
| Mr. Venkatesh R. Nathamuni | Executive VP & CFO | - |
| Mr. Patrick X. Hill | Executive VP & President of Global Operations | 51 |
| Ms. Joanne E. Caruso | Executive VP, Chief Legal & Administration Officer | 64 |
| Ms. Shannon Miller | Special Advisor to the CEO | 48 |
| Mr. William Benton Allen Jr. | Chief Accounting Officer | 61 |
| Mr. Bert Subin | Senior Vice President of Investor Relations | - |
| Ms. Cheryl H.J. Lim | Chief Human Resources Officer | 55 |
| Mr. Thomas H. McDuffie | Senior Vice President of Buildings & Infrastructure | 76 |
| Mr. Robert Shepherd Duff | Senior Vice President of Buildings & Infrastructure | 66 |
Audit Risk
2
Board Risk
6
Compensation Risk
2
Shareholder Rights Risk
5
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Documents
- View document
Annual Report (10-K)
A yearly overview of the business, its financial results, and the risks it faces.
Filed on 2025-11-20
- View document
Quarterly Report (10-Q)
A snapshot of financial performance for the most recent three-month period.
Filed on 2026-08-04
- View document
Current Report (8-K)
An announcement of a major event, such as a leadership change or big news.
Filed on 2026-08-14
via SEC EDGAR
Income History
via SEC EDGAR
Latest News
Recent headlines for J, sourced from Markets Gazette.