Cadeler A/S (CDLR)vsJacobs Solutions Inc. (J)
CDLR
Cadeler A/S
$22.90
-2.59%
INDUSTRIALS · Cap: $2.46B
J
Jacobs Solutions Inc.
$138.37
0.00%
INDUSTRIALS · Cap: $16.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 1850% more annual revenue ($14.22B vs $729.35M). CDLR leads profitability with a 27.5% profit margin vs 2.4%. CDLR trades at a lower P/E of 10.5x. CDLR earns a higher WallStSmart Score of 57/100 (C).
CDLR
Buy57
out of 100
Grade: C
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.4%
Fair Value
$30.19
Current Price
$22.90
$7.29 discount
Margin of Safety
-81.6%
Fair Value
$78.41
Current Price
$138.37
$59.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 40.1%
Keeps 28 of every $100 in revenue as profit
Revenue surging 21.3% year-over-year
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
Earnings declined 26.3%
Negative free cash flow — burning cash
Distress zone — elevated risk
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CDLR
The strongest argument for CDLR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 27.5% and operating margin at 40.1%. Revenue growth of 21.3% demonstrates continued momentum.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.
Bear Case : CDLR
The primary concerns for CDLR are EPS Growth, Free Cash Flow, Altman Z-Score.
Bear Case : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 47.8x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
CDLR profiles as a growth stock while J is a hypergrowth play — different risk/reward profiles.
CDLR carries more volatility with a beta of 0.71 — expect wider price swings.
J is growing revenue faster at 34.5% — sustainability is the question.
J generates stronger free cash flow (431M), providing more financial flexibility.
Bottom Line
CDLR scores higher overall (57/100 vs 54/100), backed by strong 27.5% margins and 21.3% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cadeler A/S
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Cadeler A/S is a leading provider of offshore wind services, specializing in the installation and maintenance of wind turbines and related infrastructure. Leveraging its advanced fleet of jack-up vessels, the company is strategically positioned to meet the surging demand for renewable energy, particularly in the North Sea and other key markets. Cadeler's strong focus on sustainability and operational excellence, complemented by strategic partnerships, drives its competitive advantage and positions the company to capitalize on growth opportunities within the fast-evolving offshore wind industry, reinforcing its commitment to advancing the global transition to sustainable energy solutions.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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