Jacobs Solutions Inc. (J)vsMasTec Inc (MTZ)
J
Jacobs Solutions Inc.
$118.43
-3.53%
INDUSTRIALS · Cap: $14.50B
MTZ
MasTec Inc
$414.29
+0.49%
INDUSTRIALS · Cap: $34.24B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 16% more annual revenue ($15.28B vs $13.17B). MTZ leads profitability with a 3.0% profit margin vs 2.9%. J appears more attractively valued with a PEG of 0.49. MTZ earns a higher WallStSmart Score of 58/100 (C).
J
Buy52
out of 100
Grade: C-
MTZ
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-28.5%
Fair Value
$110.78
Current Price
$118.43
$7.65 premium
Margin of Safety
-38.1%
Fair Value
$191.83
Current Price
$414.29
$222.46 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 27.0% year-over-year
Revenue surging 34.5% year-over-year
Earnings expanding 508.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.9% margin — thin
Earnings declined 63.4%
Trading at 9.9x book value
3.0% margin — thin
Operating margin of 3.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 27.0% demonstrates continued momentum. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bull Case : MTZ
The strongest argument for MTZ centers on Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Bear Case : MTZ
The primary concerns for MTZ are Price/Book, Profit Margin, Operating Margin. A P/E of 75.6x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
J profiles as a growth stock while MTZ is a hypergrowth play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.82 — expect wider price swings.
MTZ is growing revenue faster at 34.5% — sustainability is the question.
MTZ generates stronger free cash flow (2M), providing more financial flexibility.
Bottom Line
MTZ scores higher overall (58/100 vs 52/100) and 34.5% 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.
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.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
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