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J vs MLI

J
Jacobs Solutions Inc.
NEUTRAL
Price
$126.46
Market Cap
$14.85B
Sector
Industrials
AI Confidence
85%
MLI
Mueller Industries, Inc.
NEUTRAL
Price
$132.87
Market Cap
$14.69B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
J
33.37
MLI
17.41
Forward P/E
J
15.76
MLI
15.19
P/B Ratio
J
4.32
MLI
4.6
P/S Ratio
J
1.2
MLI
3.36
EV/EBITDA
J
13.57
MLI
12.75

Profitability

Gross Margin
J
24.45%
MLI
29.71%
Operating Margin
J
7.43%
MLI
23.04%
Profit Margin
J
3.5%
MLI
19.37%
ROE
J
9.73%
MLI
28.3%
ROA
J
5.68%
MLI
17.04%

Growth

Revenue Growth
J
12.3%
MLI
19.3%
Earnings Growth
J
--
MLI
55.4%

Financial Health

Debt/Equity
J
0.65
MLI
0.01
Current Ratio
J
1.33
MLI
5.35
Quick Ratio
J
1.29
MLI
4.15

Dividends

Dividend Yield
J
1.14%
MLI
1.05%
Payout Ratio
J
33.77%
MLI
14.42%

AI Verdict

J NEUTRAL

Jacobs Solutions Inc. presents a dichotomy between strong operational health and extreme valuation premiums. While the Piotroski F-Score of 6/9 indicates a stable financial foundation and the balance sheet is healthy (Debt/Equity 0.65), the current price of $126.46 trades at a massive premium compared to the Graham Number ($49.98) and Intrinsic Value ($26.53). Revenue growth remains robust at 12.3%, but this is offset by a concerning decline in YoY EPS (-15.8%) and a completely bearish technical trend (0/100).

Strengths
Stable financial health with a Piotroski F-Score of 6/9
Strong revenue growth (12.3% YoY and 12.29% Q/Q)
Conservative leverage with a Debt/Equity ratio of 0.65
Risks
Significant valuation gap between current price and defensive fair value (Graham Number)
Negative earnings trajectory with YoY EPS growth at -15.8% and Q/Q at -36.0%
Extremely bearish technical trend (0/100) and a 19.7% price drop over the last 6 months
MLI NEUTRAL

MLI presents a stark contrast between absolute financial strength and deteriorating trend health, evidenced by a weak Piotroski F-Score of 3/9. While the company maintains a pristine balance sheet with near-zero debt (Debt/Equity 0.01) and exceptional ROE (28.30%), the low F-Score and bearish technical trend (10/100) suggest a loss of momentum. The stock trades at a significant premium to its Graham Number ($70.4) but remains below its growth-based intrinsic value ($225.09), with a high PEG ratio of 3.41 indicating potential overvaluation relative to growth. Recent insider selling and a poor earnings beat record (1/4 in the last year) further temper the bullish analyst consensus.

Strengths
Exceptional balance sheet with negligible debt (Debt/Equity 0.01)
High profitability metrics including 28.30% ROE and 23.04% operating margin
Strong growth trajectory with 55.40% YoY earnings growth
Risks
Weak Piotroski F-Score (3/9) indicating deteriorating financial health trends
High PEG ratio (3.41) suggesting the stock is expensive relative to its growth rate
Bearish insider sentiment with consistent selling and zero buying activity

Compare Another Pair

J vs MLI: Head-to-Head Comparison

This page compares Jacobs Solutions Inc. (J) and Mueller Industries, Inc. (MLI) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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