Jacobs Solutions Inc. (J)vsKBR Inc (KBR)
J
Jacobs Solutions Inc.
$150.91
+1.73%
INDUSTRIALS · Cap: $16.51B
KBR
KBR Inc
$40.14
-0.22%
INDUSTRIALS · Cap: $4.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 84% more annual revenue ($14.22B vs $7.72B). KBR leads profitability with a 5.5% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.43. KBR earns a higher WallStSmart Score of 71/100 (B).
J
Buy54
out of 100
Grade: C-
KBR
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.6%
Fair Value
$78.82
Current Price
$150.91
$72.09 premium
Margin of Safety
-36.1%
Fair Value
$30.06
Current Price
$40.14
$10.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Attractively priced relative to earnings
Every $100 of equity generates 25 in profit
Growing faster than its price suggests
Earnings expanding 33.1% YoY
Areas to Watch
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
1.6% revenue growth
5.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.
Bull Case : KBR
The strongest argument for KBR centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bear Case : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 46.9x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Bear Case : KBR
The primary concerns for KBR are Revenue Growth, Profit Margin, Debt/Equity. Debt-to-equity of 1.71 is elevated, increasing financial risk.
Key Dynamics to Monitor
J profiles as a hypergrowth stock while KBR is a value play — different risk/reward profiles.
J carries more volatility with a beta of 0.70 — 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
KBR scores higher overall (71/100 vs 54/100). 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.
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.
KBR Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
KBR, Inc. provides engineering, science, and technology solutions to governments and commercial customers worldwide. The company is headquartered in Houston, Texas.
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