EMCOR Group Inc (EME)vsJacobs Solutions Inc. (J)
EME
EMCOR Group Inc
$764.76
+0.46%
INDUSTRIALS · Cap: $34.24B
J
Jacobs Solutions Inc.
$129.97
+0.85%
INDUSTRIALS · Cap: $15.22B
Smart Verdict
WallStSmart Research — data-driven comparison
EMCOR Group Inc generates 37% more annual revenue ($16.99B vs $12.39B). EME leads profitability with a 7.5% profit margin vs 3.5%. J appears more attractively valued with a PEG of 0.50. EME earns a higher WallStSmart Score of 64/100 (C+).
EME
Buy64
out of 100
Grade: C+
J
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.8%
Fair Value
$1320.70
Current Price
$764.76
$555.94 discount
Margin of Safety
-452.4%
Fair Value
$25.77
Current Price
$129.97
$104.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Earnings expanding 53.0% YoY
Safe zone — low bankruptcy risk
19.7% revenue growth
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Trading at 9.3x book value
7.5% margin — thin
Premium valuation, high expectations priced in
Grey zone — moderate risk
3.5% margin — thin
Earnings declined 63.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : EME
The strongest argument for EME centers on Return on Equity, EPS Growth, Altman Z-Score. Revenue growth of 19.7% demonstrates continued momentum. PEG of 1.08 suggests the stock is reasonably priced for its growth.
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 : EME
The primary concerns for EME are P/E Ratio, Price/Book, Profit Margin.
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
EME profiles as a growth stock while J is a value play — different risk/reward profiles.
EME carries more volatility with a beta of 1.14 — expect wider price swings.
EME is growing revenue faster at 19.7% — sustainability is the question.
EME generates stronger free cash flow (492M), providing more financial flexibility.
Bottom Line
EME scores higher overall (64/100 vs 52/100) and 19.7% 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.
EMCOR Group Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
EMCOR Group, Inc. provides electrical and mechanical installation and construction services in the United States. The company is headquartered in Norwalk, Connecticut.
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.
Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?