J

NEUTRAL

$126.46 Live

Jacobs Solutions Inc. · NYSE

Target $155.87 (+23.3%)

$116.2 52W Range $168.44

J Jacobs Solutions Inc. - Fundamental Analysis

NEUTRAL

Console Chart News

J Stock | Fundamental Analysis & Investment Insights

NYSE • Industrials • Engineering & Construction

Current Price Live

$126.46

Analyst Target

$155.87

+23.3% Upside

52W High

$168.44

52W Low

$116.2

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026

Market cap

$14.85B

P/E

33.37

ROE

9.7%

Profit margin

3.5%

Debt/Equity

0.65

Dividend yield

1.14%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

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).

Key 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

Very attractive PEG ratio of 0.49, suggesting growth is undervalued relative to price

Healthy liquidity with a Current Ratio of 1.33 and Quick Ratio of 1.29

Key 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

Thin profit margins (3.50%) leaving little room for operational error

Divergence between revenue growth and bottom-line profitability

AI Fair Value Estimate

Based on comprehensive analysis

$78.5

-37.9% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Speculative Hold

Key drivers: Strong balance sheet, Revenue growth, Severe valuation premium, Earnings contraction

Confidence

80%

Value

30/100

Ref P/E 33.37, PEG 0.49, Graham Number $49.98

Positives

Low PEG ratio (0.49)
Forward P/E (15.76) is significantly lower than trailing P/E

Watchpoints

Price is >2x the Graham Number
Price is >4x the growth-based Intrinsic Value

Future

60/100

Ref Revenue Growth 12.30%, EPS Growth -15.8%

Positives

Consistent double-digit revenue growth
Strong analyst target price of $155.87

Watchpoints

Declining EPS growth suggests margin compression or rising costs

Past

55/100

Ref 6M Change -19.7%, 5Y Change +17.6%

Positives

Positive 3Y and 5Y price changes

Watchpoints

Sharp 6-month decline of 19.7%
Recent earnings misses (2 of last 4 quarters)

Health

85/100

Ref Piotroski F-Score 6/9, Debt/Equity 0.65

Positives

Piotroski F-Score 6/9 (Stable)
Low Debt/Equity (0.65)
Strong Quick Ratio (1.29)

Watchpoints

Altman Z-Score not provided for definitive bankruptcy risk assessment

Dividend

65/100

Ref Yield 1.14%, Payout 33.77%

Positives

Sustainable payout ratio (33.77%)

Watchpoints

Low dividend yield (1.14%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$126.46

Analyst Target

$155.87

Upside/Downside

+23.3%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for J and closest competitors.

Updated 2026-04-28

Company	5Y	3Y	1Y	6M	1M	1W
J Jacobs Solutions Inc. Primary	+17.6%	+36.0%	+5.4%	-19.7%	+1.3%	-2.4%
CSL Carlisle Companies Incorporated Peer	+98.8%	+74.3%	-4.5%	+6.9%	+5.9%	-0.5%
ALLE Allegion plc Peer	+58.8%	+52.9%	+26.2%	+0.8%	+3.7%	+1.1%
AVAV AeroVironment, Inc. Peer	+129.3%	+259.0%	+69.5%	+12.8%	+18.1%	-21.7%
GFL GFL Environmental Inc. Peer	+21.1%	+9.7%	-18.3%	-12.5%	+1.9%	+0.6%

Jacobs Solutions Inc.

Primary

+17.6%

+36.0%

+5.4%

-19.7%

+1.3%

-2.4%

CSL

Carlisle Companies Incorporated

Peer

+98.8%

+74.3%

-4.5%

+6.9%

+5.9%

-0.5%

ALL

Allegion plc

Peer

+58.8%

+52.9%

+26.2%

+0.8%

+3.7%

+1.1%

AVA

AeroVironment, Inc.

Peer

+129.3%

+259.0%

+69.5%

+12.8%

+18.1%

-21.7%

GFL

GFL Environmental Inc.

Peer

+21.1%

+9.7%

-18.3%

-12.5%

+1.9%

+0.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

33.37

15.76

0.49

4.32

1.2

1.4

13.57

$14.85B

Profitability

Profit margins and return metrics

Profit Margin 3.5%

Operating Margin 7.43%

Gross Margin 24.45%

ROE 9.73%

ROA 5.68%

Growth

Revenue and earnings growth rates

Revenue Growth +12.3%

Earnings Growth N/A

Q/Q Revenue Growth +12.29%

Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.65

Moderate

Current Ratio

1.33

Good

Quick Ratio

1.29

Good

Cash/Share

$13.22

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$3.3B

Gross Margin

23.2%

Op. Margin

7.1%

Net Margin

3.8%

Total Assets

$11.6B

Liabilities

$7.1B

Equity

$3.4B

Debt/Equity

2.05x

Operating CF

$0.4B

CapEx

$-0.0B

Free Cash Flow

$0.4B

FCF Yield

96%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05

$N/A

2026-02-03

$1.12

-6.9% surprise

2025-11-20

$1.75

+4.2% surprise

2025-08-05

$1.62

+5.4% surprise

Industrials Sector Comparison

Comparing J against 482 companies in the Industrials sector (40 bullish, 179 neutral, 263 bearish)

P/E Ratio

33.37

This Stock

95.59

Sector Avg

-65.1% (Discount)

Return on Equity (ROE)

9.73%

This Stock

-19.0%

Sector Avg

-151.2% (Below Avg)

Profit Margin

3.5%

This Stock

6.5%

Sector Avg

-46.2% (Weaker)

Debt to Equity

0.65

This Stock

2.61

Sector Avg

-75.0% (Less Debt)

Revenue Growth

12.3%

This Stock

69.73%

Sector Avg

-82.4% (Slower)

Current Ratio

1.33

This Stock

3.06

Sector Avg

-56.6% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
J Jacobs Solutions Inc.	NEUTRAL	$14.85B	33.37	9.7%	3.5%	$126.46
CSL Carlisle Companies Incorporated	BEARISH	$14.72B	20.96	34.9%	14.8%	$360.07	Compare
ALLE Allegion plc	NEUTRAL	$14.35B	22.57	36.4%	16.1%	$166.8	Compare
AVAV AeroVironment, Inc.	BEARISH	$15.37B	-	-2.6%	-5.1%	$307.75	Compare
GFL GFL Environmental Inc.	BEARISH	$14.32B	96.76	3.3%	58.0%	$39.67	Compare

J Jacobs Solutions Inc.

NEUTRAL

Mkt Cap

$14.9B

P/E

33.4

ROE

9.7%

Price

$126.46

Compare with J

Compare with J

AVAV AeroVironment, Inc.

Compare with J

GFL GFL Environmental Inc.

Compare with J

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-03-06	MILLER SHANNON	President	Sale	1,440	$193,147
2026-01-29	PINKHAM LOUIS V	Director	Stock Award	1,468	$200,074
2026-01-29	COLLINS MICHAEL	Director	Stock Award	1,468	$200,074
2026-01-29	SLOAT JULIA A	Director	Stock Award	1,468	$200,074
2026-01-29	BRYANT DIANE M	Director	Stock Award	1,636	$222,970
2026-01-29	KISER GEORGETTE D.	Director	Stock Award	1,468	$200,074
2026-01-29	FERNANDEZ MANUEL J	Director	Stock Award	1,468	$200,074
2026-01-29	JACKSON MARY M.	Director	Stock Award	1,468	$200,074
2026-01-29	ABANI PRIYA	Director	Stock Award	1,468	$200,074
2026-01-29	MCNAMARA ROBERT A	Director	Stock Award	1,468	$200,074
2025-12-01	ZACCARO JOANNE CARUSO	Officer	Stock Award	975	$129,519
2025-12-01	HILL PATRICK	President	Stock Award	831	$110,390
2025-12-01	NATHAMUNI VENKATESH	Chief Financial Officer	Stock Award	809	$107,468
2025-12-01	MILLER SHANNON	President	Stock Award	659	$87,542
2025-12-01	ALLEN WILLIAM B JR	Officer	Stock Award	456	$60,575

MILLER SHANNON

President

Sell

2026-03-06

1,440 shares · $193,147

PINKHAM LOUIS V

Director

Stock Award

2026-01-29

1,468 shares · $200,074

COLLINS MICHAEL

Director

Stock Award

2026-01-29

1,468 shares · $200,074

SLOAT JULIA A

Director

Stock Award

2026-01-29

1,468 shares · $200,074

BRYANT DIANE M

Director

Stock Award

2026-01-29

1,636 shares · $222,970

KISER GEORGETTE D.

Director

Stock Award

2026-01-29

1,468 shares · $200,074

FERNANDEZ MANUEL J

Director

Stock Award

2026-01-29

1,468 shares · $200,074

JACKSON MARY M.

Director

Stock Award

2026-01-29

1,468 shares · $200,074

ABANI PRIYA

Director

Stock Award

2026-01-29

1,468 shares · $200,074

MCNAMARA ROBERT A

Director

Stock Award

2026-01-29

1,468 shares · $200,074

ZACCARO JOANNE CARUSO

Officer

Stock Award

2025-12-01

975 shares · $129,519

HILL PATRICK

President

Stock Award

2025-12-01

831 shares · $110,390

NATHAMUNI VENKATESH

Chief Financial Officer

Stock Award

2025-12-01

809 shares · $107,468

MILLER SHANNON

President

Stock Award

2025-12-01

659 shares · $87,542

ALLEN WILLIAM B JR

Officer

Stock Award

2025-12-01

456 shares · $60,575

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

2026-03-17

8-K

2026-03-03

J announced its financial results for the fiscal year ended December 31, 2025.

8-K

2026-02-26

J filed an 8-K on February 26, 2026, likely to announce its annual financial results.

10-Q

2026-02-03

Jacobs is a global science-based consulting and advisory firm with approximately 43,000 employees focusing on sustainable solutions for critical infrastructure, advanced manufacturing, and environmental challenges. The company leverages strategic acquisitions, such as its stake in PA Consulting, to drive its digitally enabled service offerings. While specific financial metrics were not provided in the excerpts, the company directs investors to Item 1A for a detailed analysis of its risk factors.

8-K

2026-02-03

J reported its financial results for the fiscal year ended December 31, 2025.

8-K

2026-02-03

J reported its financial results for the fiscal year ended December 31, 2025.

8-K

2026-01-05

DEF 14A

2025-12-18

J filed a definitive proxy statement on December 18, 2025, providing shareholders with information regarding matters to be voted on at an upcoming meeting.

10-K

2025-11-20

Company J filed its annual 10-K report on November 20, 2025. While the filing includes sections for Business, Risk Factors, and Management’s Discussion and Analysis, no specific financial highlights or risk details were provided in the available excerpts.

8-K

2025-11-20

J filed an 8-K on November 20, 2025, likely to announce its third-quarter financial results.

8-K

2025-11-19

8-K

2025-08-05

10-Q

2025-08-05

8-K

2025-06-02

8-K

2025-05-20

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

BUY

15 analysts

Baird

2026-04-13

Maintains

Neutral Neutral

Wells Fargo

2026-01-23

Maintains

Equal-Weight Equal-Weight

Goldman Sachs

2025-11-24

init

Buy

Citigroup

2025-11-21

Maintains

Buy Buy

Truist Securities

2025-11-21

Maintains

Hold Hold

Wells Fargo

2025-11-21

Maintains

Equal-Weight Equal-Weight

RBC Capital

2025-11-21

Maintains

Outperform Outperform

B of A Securities

2025-11-21

Maintains

Neutral Neutral

Baird

2025-11-21

down

Outperform Neutral

Wells Fargo

2025-11-14

init

Equal-Weight

Past News Coverage

Recent headlines mentioning J from our newsroom.

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J

J Jacobs Solutions Inc. - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Industrials Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Wall Street Analysts

Past News Coverage

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