WallStSmart

Cadeler A/S (CDLR)vsJacobs Solutions Inc. (J)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Jacobs Solutions Inc. generates 1897% more annual revenue ($12.39B vs $620.35M). CDLR leads profitability with a 45.2% profit margin vs 3.5%. CDLR trades at a lower P/E of 6.6x. CDLR earns a higher WallStSmart Score of 73/100 (B).

CDLR

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 8.5Value: 8.3Quality: 5.0

J

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 7.3Quality: 5.3
Piotroski: 5/9Altman Z: 1.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CDLRUndervalued (+85.0%)

Margin of Safety

+85.0%

Fair Value

$171.76

Current Price

$24.16

$147.60 discount

UndervaluedFair: $171.76Overvalued
JSignificantly Overvalued (-452.4%)

Margin of Safety

-452.4%

Fair Value

$25.77

Current Price

$129.97

$104.20 premium

UndervaluedFair: $25.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CDLR6 strengths · Avg: 9.5/10
P/E RatioValuation
6.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
45.2%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
41.8%10/10

Strong operational efficiency at 41.8%

Revenue GrowthGrowth
95.0%10/10

Revenue surging 95.0% year-over-year

Return on EquityProfitability
20.5%9/10

Every $100 of equity generates 21 in profit

EPS GrowthGrowth
26.4%8/10

Earnings expanding 26.4% YoY

J1 strengths · Avg: 10.0/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Areas to Watch

CDLR1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-44.12M2/10

Negative free cash flow — burning cash

J4 concerns · Avg: 3.3/10
P/E RatioValuation
34.0x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Profit MarginProfitability
3.5%3/10

3.5% margin — thin

EPS GrowthGrowth
-63.4%2/10

Earnings declined 63.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : CDLR

The strongest argument for CDLR centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 45.2% and operating margin at 41.8%. Revenue growth of 95.0% demonstrates continued momentum.

Bull Case : J

The strongest argument for J centers on PEG Ratio. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.

Bear Case : CDLR

The primary concerns for CDLR are Free Cash Flow.

Bear Case : J

The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 3.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

CDLR profiles as a growth stock while J is a value play — different risk/reward profiles.

J carries more volatility with a beta of 0.73 — expect wider price swings.

CDLR is growing revenue faster at 95.0% — sustainability is the question.

J generates stronger free cash flow (365M), providing more financial flexibility.

Bottom Line

CDLR scores higher overall (73/100 vs 52/100), backed by strong 45.2% margins and 95.0% revenue growth. Both earn "Strong 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 farm services, specializing in the installation and maintenance of wind turbines and supporting infrastructure. With a modern fleet of jack-up vessels, the company is well-equipped to meet the surging global demand for renewable energy, particularly in vital regions such as the North Sea. Cadeler's strong commitment to sustainability, operational excellence, and strategic partnerships positions it favorably in the rapidly evolving offshore wind sector, enabling it to capitalize on the ongoing transition to clean 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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