Jacobs Solutions Inc. (J)vsLegence Corp. Class A Common stock (LGN)
J
Jacobs Solutions Inc.
$150.91
+1.73%
INDUSTRIALS · Cap: $16.51B
LGN
Legence Corp. Class A Common stock
$40.81
+2.67%
INDUSTRIALS · Cap: $7.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 280% more annual revenue ($14.22B vs $3.75B). J leads profitability with a 2.4% profit margin vs -1.2%. J earns a higher WallStSmart Score of 54/100 (C-).
J
Buy54
out of 100
Grade: C-
LGN
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.6%
Fair Value
$78.82
Current Price
$150.91
$72.09 premium
Intrinsic value data unavailable for LGN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Revenue surging 110.7% year-over-year
Areas to Watch
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
0.0% earnings growth
Operating margin of 2.8%
Elevated debt levels
ROE of -7.5% — below average capital efficiency
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 : LGN
The strongest argument for LGN centers on Revenue Growth. Revenue growth of 110.7% demonstrates continued momentum.
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 : LGN
The primary concerns for LGN are EPS Growth, Operating Margin, Debt/Equity. Debt-to-equity of 1.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
LGN is growing revenue faster at 110.7% — sustainability is the question.
J generates stronger free cash flow (431M), providing more financial flexibility.
Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
J scores higher overall (54/100 vs 38/100) 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.
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.
Legence Corp. Class A Common stock
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Legence Corp. The company is headquartered in San Jose, California.
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