Jacobs Solutions Inc. (J)vsOPAL Fuels Inc (OPAL)
J
Jacobs Solutions Inc.
$150.91
+1.73%
INDUSTRIALS · Cap: $16.51B
OPAL
OPAL Fuels Inc
$1.54
0.00%
INDUSTRIALS · Cap: $267.28M
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 4084% more annual revenue ($14.22B vs $339.89M). OPAL leads profitability with a 5.5% profit margin vs 2.4%. J earns a higher WallStSmart Score of 54/100 (C-).
J
Buy54
out of 100
Grade: C-
OPAL
Hold36
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
Margin of Safety
+62.1%
Fair Value
$6.26
Current Price
$1.54
$4.72 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Every $100 of equity generates 54 in profit
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
3.7% revenue growth
Smaller company, higher risk/reward
5.5% margin — thin
Operating margin of 2.1%
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 : OPAL
The strongest argument for OPAL centers on Return on Equity, Price/Book.
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 : OPAL
The primary concerns for OPAL are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 16.38 is elevated, increasing financial risk.
Key Dynamics to Monitor
J profiles as a hypergrowth stock while OPAL is a value play — different risk/reward profiles.
OPAL carries more volatility with a beta of 0.79 — 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
J scores higher overall (54/100 vs 36/100) and 34.5% revenue growth. OPAL offers better value entry with a 62.1% margin of safety. 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.
OPAL Fuels Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
OPAL Fuels Inc. is a leading innovator in the renewable natural gas (RNG) sector, specializing in the transformation of organic waste into sustainable energy solutions that align with a low-carbon future. The company boasts a robust portfolio of RNG production facilities and strategic partnerships, enhancing its operational efficiencies and market reach. With a strong commitment to advanced technologies and innovative practices, OPAL Fuels is uniquely positioned to capitalize on the growing demand for eco-friendly energy alternatives, underscoring its potential for significant value creation in the evolving energy landscape.
Visit Website →Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?