Jacobs Solutions Inc J

Morningstar Rating
$135.08 +3.01 (2.28%)
View Full Chart

Company Report

Jacobs: Spinoff of Critical Mission Solutions Business Complete; Maintaining No-Moat Rating

We are adjusting our fair value estimate for Jacobs Solutions to $121 from $159, which reflects the spinoff of the firm's Critical Mission Solutions and cyber and intelligence businesses. On Sept. 27, these businesses were spun off and merged with Amentum to form a new publicly traded company. Jacobs shareholders received one share of Amentum Holdings (trading on the NYSE under the ticker AMTM) for each share of Jacobs held on Sept. 23.

Price vs Fair Value

J is trading within a range we consider fairly valued.
Price
$135.08
Fair Value
$746.00
Uncertainty
Medium
1-Star Price
$236.15
5-Star Price
$37.40
Economic Moat
Bjl
Capital Allocation
Crjpbwgh

Bulls Say, Bears Say

Bulls

Management has shifted Jacobs' portfolio toward sectors with favorable long-term prospects, including transportation and water.

Bears

Jacobs’ M&A track record is mixed, as its serial acquisitions (over 80 deals since 1994) have been a drag on the firm’s returns on invested capital.

News

Trading Information

Previous Close Price
$132.07
Day Range
$130.98135.58
52-Week Range
$100.79135.58
Bid/Ask
$134.72 / $155.22
Market Cap
$16.78 Bil
Volume/Avg
1.4 Mil / 821,944

Key Statistics

Price/Earnings (Normalized)
17.34
Price/Sales
1.01
Dividend Yield (Trailing)
0.84%
Dividend Yield (Forward)
0.86%
Total Yield
2.63%

Company Profile

Jacobs Solutions is a global provider of engineering, design, procurement, construction, and maintenance services as well as cyber engineering and security solutions. The firm serves industrial, commercial, and government clients in a wide variety of sectors, including water, transportation, healthcare, technology, and chemicals. Jacobs Solutions employs approximately 60,000 workers. The company generated $16.4 billion in revenue and $1.3 billion in adjusted operating income in fiscal 2023.
Sector
Industrials
Industry
Engineering & Construction
Stock Style Box
Mid Core
Total Number of Employees
60,000

Competitors

Valuation

Metric
J
ATRL
ACM
Price/Earnings (Normalized)
17.3426.8123.94
Price/Book Value
2.542.916.02
Price/Sales
1.011.090.89
Price/Cash Flow
19.6826.1422.71
Price/Earnings
J
ATRL
ACM

Financial Strength

Metric
J
ATRL
ACM
Quick Ratio
1.110.870.99
Current Ratio
1.140.931.13
Interest Coverage
5.743.073.74
Quick Ratio
J
ATRL
ACM

Profitability

Metric
J
ATRL
ACM
Return on Assets (Normalized)
6.61%4.08%5.09%
Return on Equity (Normalized)
14.92%13.19%25.66%
Return on Invested Capital (Normalized)
9.97%9.54%12.93%
Return on Assets
J
ATRL
ACM

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