WallStSmart

Ferrovial SE (FER)vsJacobs Solutions Inc. (J)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Jacobs Solutions Inc. generates 29% more annual revenue ($12.39B vs $9.63B). FER leads profitability with a 9.2% profit margin vs 3.5%. J appears more attractively valued with a PEG of 0.49. J earns a higher WallStSmart Score of 52/100 (C-).

FER

Hold

38

out of 100

Grade: F

Growth: 4.7Profit: 5.5Value: 3.7Quality: 5.0

J

Buy

52

out of 100

Grade: C-

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for FER.

JSignificantly Overvalued (-36.7%)

Margin of Safety

-36.7%

Fair Value

$104.11

Current Price

$125.57

$21.46 premium

UndervaluedFair: $104.11Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FER1 strengths · Avg: 8.0/10
Free Cash FlowQuality
$1.43B8/10

Generating 1.4B in free cash flow

J1 strengths · Avg: 10.0/10
PEG RatioValuation
0.4910/10

Growing faster than its price suggests

Areas to Watch

FER3 concerns · Avg: 2.0/10
PEG RatioValuation
5.492/10

Expensive relative to growth rate

P/E RatioValuation
47.6x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-87.6%2/10

Earnings declined 87.6%

J4 concerns · Avg: 3.3/10
P/E RatioValuation
33.1x4/10

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 : FER

The strongest argument for FER centers on Free Cash Flow.

Bull Case : J

The strongest argument for J centers on PEG Ratio. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.49 suggests the stock is reasonably priced for its growth.

Bear Case : FER

The primary concerns for FER are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 47.6x leaves little room for execution misses.

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

FER carries more volatility with a beta of 0.81 — expect wider price swings.

J is growing revenue faster at 12.3% — sustainability is the question.

FER generates stronger free cash flow (1.4B), providing more financial flexibility.

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

J scores higher overall (52/100 vs 38/100) and 12.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ferrovial SE

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Ferrovial SE, engages in the development, construction, and operation of highways and airports in the United States, Poland, Spain, the United Kingdom, Canada, and internationally. The company is headquartered in Amsterdam, the Netherlands.

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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