Aecom Technology Corporation (ACM)vsJacobs Solutions Inc. (J)
ACM
Aecom Technology Corporation
$62.27
+1.20%
INDUSTRIALS · Cap: $7.59B
J
Jacobs Solutions Inc.
$150.91
+1.73%
INDUSTRIALS · Cap: $16.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Aecom Technology Corporation generates 8% more annual revenue ($15.39B vs $14.22B). J leads profitability with a 2.4% profit margin vs 1.9%. J appears more attractively valued with a PEG of 0.43. ACM earns a higher WallStSmart Score of 57/100 (C).
ACM
Buy57
out of 100
Grade: C
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-72.9%
Fair Value
$58.35
Current Price
$62.27
$3.92 premium
Margin of Safety
-80.6%
Fair Value
$78.82
Current Price
$150.91
$72.09 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Earnings expanding 28.5% YoY
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
Distress zone — elevated risk
1.9% margin — thin
Elevated debt levels
Revenue declined 14.2%
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ACM
The strongest argument for ACM centers on Return on Equity, PEG Ratio, EPS Growth. PEG of 0.65 suggests the stock is reasonably priced for its growth.
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.
Bear Case : ACM
The primary concerns for ACM are Altman Z-Score, Profit Margin, Debt/Equity. Debt-to-equity of 1.52 is elevated, increasing financial risk. Thin 1.9% margins leave little buffer for downturns.
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.
Key Dynamics to Monitor
ACM profiles as a value stock while J is a hypergrowth play — different risk/reward profiles.
ACM carries more volatility with a beta of 0.93 — 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
ACM scores higher overall (57/100 vs 54/100). 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.
Visit Website →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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