Topbuild Corp (BLD)vsJacobs Solutions Inc. (J)
BLD
Topbuild Corp
$364.37
+3.74%
INDUSTRIALS · Cap: $9.89B
J
Jacobs Solutions Inc.
$129.97
+0.85%
INDUSTRIALS · Cap: $15.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 129% more annual revenue ($12.39B vs $5.41B). BLD leads profitability with a 9.7% profit margin vs 3.5%. BLD trades at a lower P/E of 19.2x. J earns a higher WallStSmart Score of 52/100 (C-).
BLD
Buy51
out of 100
Grade: C-
J
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-338.2%
Fair Value
$124.17
Current Price
$364.37
$240.20 premium
Margin of Safety
-452.4%
Fair Value
$25.77
Current Price
$129.97
$104.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Areas to Watch
Elevated debt levels
Earnings declined 27.1%
Premium valuation, high expectations priced in
Grey zone — moderate risk
3.5% margin — thin
Earnings declined 63.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : BLD
The strongest argument for BLD centers on Altman Z-Score, Return on Equity. Revenue growth of 13.2% demonstrates continued momentum.
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 : BLD
The primary concerns for BLD are Debt/Equity, EPS Growth.
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
BLD carries more volatility with a beta of 1.72 — expect wider price swings.
BLD is growing revenue faster at 13.2% — 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
J scores higher overall (52/100 vs 51/100) and 12.3% 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.
Topbuild Corp
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
TopBuild Corp. The company is headquartered in Daytona Beach, Florida.
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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