General Dynamics Corporation (GD)vsJacobs Solutions Inc. (J)
GD
General Dynamics Corporation
$354.06
-0.64%
INDUSTRIALS · Cap: $100.68B
J
Jacobs Solutions Inc.
$147.54
-7.85%
INDUSTRIALS · Cap: $17.66B
Smart Verdict
WallStSmart Research — data-driven comparison
General Dynamics Corporation generates 297% more annual revenue ($56.52B vs $14.22B). GD leads profitability with a 8.2% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.45. GD earns a higher WallStSmart Score of 60/100 (C+).
GD
Buy60
out of 100
Grade: C+
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-51.0%
Fair Value
$237.67
Current Price
$354.06
$116.39 premium
Margin of Safety
-80.1%
Fair Value
$79.06
Current Price
$147.54
$68.48 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.6B in free cash flow
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GD
The strongest argument for GD centers on Market Cap, Free Cash Flow. Revenue growth of 12.9% 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 0.45 suggests the stock is reasonably priced for its growth.
Bear Case : GD
The primary concerns for GD are PEG Ratio.
Bear Case : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 50.1x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
GD profiles as a value stock while J is a hypergrowth play — different risk/reward profiles.
J carries more volatility with a beta of 0.70 — expect wider price swings.
J is growing revenue faster at 34.5% — sustainability is the question.
GD generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
GD scores higher overall (60/100 vs 54/100) and 12.9% 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.
General Dynamics Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Dynamics Corporation (GD) is an American aerospace and defense corporation. It is headquartered in Reston, Fairfax County, Virginia.
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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