IES Holdings Inc (IESC)vsJacobs Solutions Inc. (J)
IESC
IES Holdings Inc
$501.27
+1.12%
INDUSTRIALS · Cap: $9.88B
J
Jacobs Solutions Inc.
$129.97
+0.85%
INDUSTRIALS · Cap: $15.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 255% more annual revenue ($12.39B vs $3.49B). IESC leads profitability with a 9.8% profit margin vs 3.5%. IESC trades at a lower P/E of 29.5x. IESC earns a higher WallStSmart Score of 57/100 (C).
IESC
Buy57
out of 100
Grade: C
J
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.7%
Fair Value
$787.18
Current Price
$501.27
$285.91 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 42 in profit
Earnings expanding 65.8% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
16.2% revenue growth
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Trading at 10.4x book value
Premium valuation, high expectations priced in
Grey zone — moderate risk
3.5% margin — thin
Earnings declined 63.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : IESC
The strongest argument for IESC centers on Return on Equity, EPS Growth, Altman Z-Score. Revenue growth of 16.2% 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 : IESC
The primary concerns for IESC are P/E Ratio, Price/Book.
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
IESC profiles as a growth stock while J is a value play — different risk/reward profiles.
IESC carries more volatility with a beta of 1.68 — expect wider price swings.
IESC is growing revenue faster at 16.2% — sustainability is the question.
J generates stronger free cash flow (365M), providing more financial flexibility.
Bottom Line
IESC scores higher overall (57/100 vs 52/100) and 16.2% 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.
IES Holdings Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
IES Holdings, Inc. designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States. The company is headquartered in Houston, Texas.
Visit Website →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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