WallStSmart

Jacobs Solutions Inc. (J)vsMYR Group Inc (MYRG)

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Smart Verdict

WallStSmart Research — data-driven comparison

Jacobs Solutions Inc. generates 255% more annual revenue ($14.22B vs $4.01B). MYRG leads profitability with a 4.1% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.43. MYRG earns a higher WallStSmart Score of 58/100 (C).

J

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 5.5Value: 5.3Quality: 5.0
Piotroski: 5/9Altman Z: 1.99

MYRG

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 6.5Value: 4.3Quality: 8.0
Piotroski: 6/9Altman Z: 3.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JSignificantly Overvalued (-80.6%)

Margin of Safety

-80.6%

Fair Value

$78.82

Current Price

$150.91

$72.09 premium

UndervaluedFair: $78.82Overvalued

Intrinsic value data unavailable for MYRG.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

J2 strengths · Avg: 10.0/10
PEG RatioValuation
0.4310/10

Growing faster than its price suggests

Revenue GrowthGrowth
34.5%10/10

Revenue surging 34.5% year-over-year

MYRG5 strengths · Avg: 9.4/10
EPS GrowthGrowth
86.5%10/10

Earnings expanding 86.5% YoY

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.5910/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
23.0%9/10

Every $100 of equity generates 23 in profit

Revenue GrowthGrowth
20.1%8/10

Revenue surging 20.1% year-over-year

Areas to Watch

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
46.9x2/10

Premium valuation, high expectations priced in

MYRG4 concerns · Avg: 2.8/10
P/E RatioValuation
26.6x4/10

Moderate valuation

Profit MarginProfitability
4.1%3/10

4.1% margin — thin

PEG RatioValuation
3.412/10

Expensive relative to growth rate

Free Cash FlowQuality
$-25.59M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : J

The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.43 suggests the stock is reasonably priced for its growth.

Bull Case : MYRG

The strongest argument for MYRG centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 20.1% 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 : MYRG

The primary concerns for MYRG are P/E Ratio, Profit Margin, PEG Ratio. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

J profiles as a hypergrowth stock while MYRG is a growth play — different risk/reward profiles.

MYRG carries more volatility with a beta of 1.32 — 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

MYRG scores higher overall (58/100 vs 54/100) and 20.1% 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.

MYR Group Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

MYR Group Inc., provides electrical construction services in the United States and Canada. The company is headquartered in Henderson, Colorado.

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