Topbuild Corp (BLD)vsJacobs Solutions Inc. (J)
BLD
Topbuild Corp
$354.53
0.00%
INDUSTRIALS · Cap: $9.94B
J
Jacobs Solutions Inc.
$143.12
-0.45%
INDUSTRIALS · Cap: $16.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 153% more annual revenue ($14.22B vs $5.62B). BLD leads profitability with a 8.9% profit margin vs 2.4%. BLD trades at a lower P/E of 19.9x. J earns a higher WallStSmart Score of 54/100 (C-).
BLD
Buy51
out of 100
Grade: C-
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BLD.
Margin of Safety
-82.1%
Fair Value
$78.18
Current Price
$143.12
$64.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 21 in profit
17.2% revenue growth
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
Elevated debt levels
Weak financial health signals
Earnings declined 11.8%
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BLD
The strongest argument for BLD centers on Return on Equity, Revenue Growth. Revenue growth of 17.2% demonstrates continued momentum.
Bull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.
Bear Case : BLD
The primary concerns for BLD are Debt/Equity, Piotroski F-Score, EPS Growth.
Bear Case : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 47.8x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
BLD profiles as a growth stock while J is a hypergrowth play — different risk/reward profiles.
BLD carries more volatility with a beta of 1.83 — 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
J scores higher overall (54/100 vs 51/100) and 34.5% 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.
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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