Jacobs Solutions Inc. (J)vsSterling Construction Company Inc (STRL)
J
Jacobs Solutions Inc.
$129.97
+0.85%
INDUSTRIALS · Cap: $15.22B
STRL
Sterling Construction Company Inc
$452.92
+1.52%
INDUSTRIALS · Cap: $13.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 398% more annual revenue ($12.39B vs $2.49B). STRL leads profitability with a 11.7% profit margin vs 3.5%. J appears more attractively valued with a PEG of 0.50. STRL earns a higher WallStSmart Score of 58/100 (C).
J
Buy52
out of 100
Grade: C-
STRL
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-452.4%
Fair Value
$25.77
Current Price
$129.97
$104.20 premium
Margin of Safety
-581.0%
Fair Value
$63.72
Current Price
$452.92
$389.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 32 in profit
Revenue surging 51.5% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
3.5% margin — thin
Earnings declined 63.4%
Trading at 12.5x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 22.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : J
The strongest argument for J centers on PEG Ratio. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : STRL
The strongest argument for STRL centers on Return on Equity, Revenue Growth. Revenue growth of 51.5% demonstrates continued momentum.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 3.5% margins leave little buffer for downturns.
Bear Case : STRL
The primary concerns for STRL are Price/Book, PEG Ratio, P/E Ratio. A P/E of 47.6x leaves little room for execution misses.
Key Dynamics to Monitor
J profiles as a value stock while STRL is a growth play — different risk/reward profiles.
STRL carries more volatility with a beta of 1.50 — expect wider price swings.
STRL is growing revenue faster at 51.5% — sustainability is the question.
J generates stronger free cash flow (365M), providing more financial flexibility.
Bottom Line
STRL scores higher overall (58/100 vs 52/100) and 51.5% 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.
Sterling Construction Company Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Sterling Construction Company, Inc., a construction company, engages in residential construction, specialty services, and heavy civil activities primarily in the southern United States, the Rocky Mountain states, California, and Hawaii. The company is headquartered in The Woodlands, Texas.
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