Jacobs Solutions Inc (J)
OvervaluedFundamental
53
Price
$145.06
Market Cap
$16.83B
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 with artificial intelligence on September 19, 2026, 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
$106.79
Current Price
$145.06
Margin of Safety
-35.8%
Fair Value Range
$69.42 - $144.17
Spread across the valuation methods used, not a statistically calibrated confidence interval.
Estimation Methods
Valuation Metrics
P/E Ratio
51.62
ROE
7.9%
P/B Ratio
5.20
P/FCF
26.34
Gross Margin
22.1%
ROIC
6.6%
Profitability Radar
Value Creation (Economic Moat)
ROIC
6.6%
WACC
7.3%
ROIC − WACC
-0.8 pp
ROIC is roughly in line with the cost of capital — the company is barely covering its capital cost.
Fundamental Analysis Criteria
Passed (15)
- EPS shows upward trend
- Price CAGR 11.66%
- ROIC 6.6%
- P/FCF 26.34
- Debt/equity ratio
- Positive free cash flow
- CapEx intensity
- Current ratio
- Interest coverage
- Debt/EBITDA
- Return on tangible assets
- ROE 9.9%
- Earnings quality (operating cash flow / net income) 2.17
- Share dilution -4.7%
- Piotroski F-Score 7/9
Failed (10)
- EPS CAGR 0.07%
- Gross margin 22.1%
- P/B ratio 5.20
- Operating margin 4.6%
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Revenue growth 5Y -2.4%
- Earnings surprise, average 2.1%
- Net margin trend 2.4% vs 4.2%
Unavailable (2)
- Dividend payout –
- PEG ratio (needs P/E > 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 |
| 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 |
| Rabon W. Johnson | Senior VP and GM of Advanced Engineering, Research & Operations | - |
Audit Risk
2
Board Risk
6
Compensation Risk
2
Shareholder Rights Risk
5
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
Part 2 · The price and its context
This part shows how the price has behaved, not whether the company is worth owning. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Market Reaction Profile
How much J moves, measured on its daily prices.
More volatile than 20% of the tracked stocks (90-day volatility).
- Volatility 30d
- 25.0%
- Volatility 90d
- 24.9%
- Beta vs S&P 500 (1y)
- 0.77Correlation 0.30
- Max drawdown (12m)
- -33.4%
- ATR (14d, % of price)
- 2.52%
Earnings reactions
How J moved around its past quarterly results.
Next earnings release
Nov 19, 2026 · In 26 days · Time not known
EPS estimate: 2.12Revenue estimate: $3.9B
What usually happens
- Over the last 12 releases the stock moved a median of 4.9% the next day, up or down.
- Next-day moves: up 5, down 7 (out of 12).
Release history
| Date | When | EPS est. | EPS actual | Surprise | Gap | 1 day | 5 days |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026 | After the close | 1.87 | 1.84 | -1.5% | +1.6% | +1.4% | +3.5% |
| May 5, 2026 | After the close | 1.67 | 1.75 | +5.0% | -7.3% | -7.3% | -16.4% |
| Feb 3, 2026 | After the close | 1.55 | 1.53 | -1.0% | +3.5% | +7.8% | +13.7% |
| Nov 20, 2025 | Before the open | 1.71 | 1.75 | +2.1% | +3.8% | -10.9% | -6.3% |
| Aug 5, 2025 | Before the open | 1.58 | 1.62 | +2.8% | -2.2% | +3.8% | +5.7% |
| May 6, 2025 | Before the open | n/a | n/a | n/a | -6.9% | -5.7% | +0.7% |
| Feb 4, 2025 | Before the open | n/a | n/a | n/a | +1.2% | -3.5% | -3.2% |
| Nov 19, 2024 | Before the open | n/a | n/a | n/a | -2.5% | -4.9% | -0.7% |
| Aug 6, 2024 | Before the open | n/a | n/a | n/a | 0.0% | +0.4% | +2.4% |
| May 7, 2024 | Before the open | n/a | n/a | n/a | -0.7% | -5.0% | -7.2% |
| Feb 6, 2024 | Before the open | n/a | n/a | n/a | +2.2% | +2.1% | +6.2% |
| Nov 21, 2023 | Before the open | n/a | n/a | n/a | -3.6% | -8.7% | -9.4% |
Release dates from SEC 8-K filings.
Updated 10/24/2026
Historical statistics for educational purposes only. They are not forecasts and not investment advice.
Price reaction to the news
Latest news on J and what the price did next.
Return of the stock minus return of SPY over the same days. A news item close to a price move did not necessarily cause it. Historical data for educational purposes only, not investment advice.
Latest News
Recent headlines for J.