WallStSmart

Aecom Technology Corporation (ACM)vsJacobs Solutions Inc. (J)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Aecom Technology Corporation generates 29% more annual revenue ($15.96B vs $12.39B). J leads profitability with a 3.5% profit margin vs 2.9%. J appears more attractively valued with a PEG of 0.50. ACM earns a higher WallStSmart Score of 53/100 (C-).

ACM

Buy

53

out of 100

Grade: C-

Growth: 3.3Profit: 6.5Value: 7.3Quality: 6.5
Piotroski: 5/9Altman Z: 1.73

J

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 7.3Quality: 5.3
Piotroski: 5/9Altman Z: 1.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ACMSignificantly Overvalued (-228.1%)

Margin of Safety

-228.1%

Fair Value

$30.74

Current Price

$88.54

$57.80 premium

UndervaluedFair: $30.74Overvalued
JSignificantly Overvalued (-452.4%)

Margin of Safety

-452.4%

Fair Value

$25.77

Current Price

$129.97

$104.20 premium

UndervaluedFair: $25.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ACM2 strengths · Avg: 8.5/10
Return on EquityProfitability
28.2%9/10

Every $100 of equity generates 28 in profit

PEG RatioValuation
0.988/10

Growing faster than its price suggests

J1 strengths · Avg: 10.0/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Areas to Watch

ACM4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.734/10

Distress zone — elevated risk

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

Debt/EquityHealth
1.443/10

Elevated debt levels

Revenue GrowthGrowth
-4.6%2/10

Revenue declined 4.6%

J4 concerns · Avg: 3.3/10
P/E RatioValuation
34.0x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Profit MarginProfitability
3.5%3/10

3.5% margin — thin

EPS GrowthGrowth
-63.4%2/10

Earnings declined 63.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : ACM

The strongest argument for ACM centers on Return on Equity, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.

Bull 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.

Bear Case : ACM

The primary concerns for ACM are Altman Z-Score, Profit Margin, Debt/Equity. Thin 2.9% margins leave little buffer for downturns.

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.

Key Dynamics to Monitor

ACM carries more volatility with a beta of 1.04 — expect wider price swings.

J is growing revenue faster at 12.3% — sustainability is the question.

J generates stronger free cash flow (365M), providing more financial flexibility.

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ACM scores higher overall (53/100 vs 52/100). 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.

Aecom Technology Corporation

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

AECOM provides professional construction and program management services in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Los Angeles, California.

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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.

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