Ferrovial SE (FER)vsJacobs Solutions Inc. (J)
FER
Ferrovial SE
$55.95
+1.65%
INDUSTRIALS · Cap: $40.76B
J
Jacobs Solutions Inc.
$143.76
+0.25%
INDUSTRIALS · Cap: $16.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 44% more annual revenue ($14.22B vs $9.86B). FER leads profitability with a 6.2% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.44. J earns a higher WallStSmart Score of 54/100 (C-).
FER
Hold38
out of 100
Grade: F
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FER.
Margin of Safety
-82.1%
Fair Value
$78.18
Current Price
$143.76
$65.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
6.2% margin — thin
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : FER
FER has a balanced fundamental profile.
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 : FER
The primary concerns for FER are Profit Margin, Debt/Equity, PEG Ratio. A P/E of 58.9x leaves little room for execution misses. Debt-to-equity of 1.86 is elevated, increasing financial risk.
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
FER profiles as a value stock while J is a hypergrowth play — different risk/reward profiles.
FER carries more volatility with a beta of 0.78 — expect wider price swings.
J is growing revenue faster at 34.5% — sustainability is the question.
FER generates stronger free cash flow (733M), providing more financial flexibility.
Bottom Line
J scores higher overall (54/100 vs 38/100) and 34.5% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ferrovial SE
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Ferrovial SE, engages in the development, construction, and operation of highways and airports in the United States, Poland, Spain, the United Kingdom, Canada, and internationally. The company is headquartered in Amsterdam, the Netherlands.
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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