WallStSmart

Fluor Corporation (FLR)vsJacobs Solutions Inc. (J)

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Smart Verdict

WallStSmart Research — data-driven comparison

Fluor Corporation generates 9% more annual revenue ($15.54B vs $14.22B). J leads profitability with a 2.4% profit margin vs -12.9%. J appears more attractively valued with a PEG of 0.45. J earns a higher WallStSmart Score of 54/100 (C-).

FLR

Hold

46

out of 100

Grade: D+

Growth: 4.0Profit: 3.5Value: 5.7Quality: 7.5
Piotroski: 4/9Altman Z: 3.12

J

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 5.5Value: 4.7Quality: 5.0
Piotroski: 5/9Altman Z: 1.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FLRUndervalued (+5.4%)

Margin of Safety

+5.4%

Fair Value

$50.29

Current Price

$46.38

$3.91 discount

UndervaluedFair: $50.29Overvalued
JSignificantly Overvalued (-80.6%)

Margin of Safety

-80.6%

Fair Value

$78.82

Current Price

$159.85

$81.03 premium

UndervaluedFair: $78.82Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FLR2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.1210/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

J2 strengths · Avg: 10.0/10
PEG RatioValuation
0.4510/10

Growing faster than its price suggests

Revenue GrowthGrowth
34.5%10/10

Revenue surging 34.5% year-over-year

Areas to Watch

FLR4 concerns · Avg: 2.0/10
Operating MarginProfitability
3.3%3/10

Operating margin of 3.3%

EPS GrowthGrowth
-94.5%2/10

Earnings declined 94.5%

Free Cash FlowQuality
$-324.00M2/10

Negative free cash flow — burning cash

Profit MarginProfitability
-12.9%1/10

Currently unprofitable

J4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Profit MarginProfitability
2.4%3/10

2.4% margin — thin

Debt/EquityHealth
1.243/10

Elevated debt levels

P/E RatioValuation
50.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : FLR

The strongest argument for FLR centers on Altman Z-Score, Price/Book. PEG of 1.10 suggests the stock is reasonably priced for its growth.

Bull Case : J

The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.

Bear Case : FLR

The primary concerns for FLR are Operating Margin, EPS Growth, Free Cash Flow.

Bear Case : J

The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 50.1x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

FLR profiles as a turnaround stock while J is a hypergrowth play — different risk/reward profiles.

FLR carries more volatility with a beta of 1.28 — 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

J scores higher overall (54/100 vs 46/100) and 34.5% 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.

Fluor Corporation

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Fluor Corporation provides engineering, procurement, construction, manufacturing and modularization, operation, maintenance and asset integrity and project management services globally. The company is headquartered in Irving, Texas.

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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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