WallStSmart

Granite Construction Incorporated (GVA)vsJacobs Solutions Inc. (J)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Jacobs Solutions Inc. generates 180% more annual revenue ($12.39B vs $4.42B). GVA leads profitability with a 4.4% profit margin vs 3.5%. J appears more attractively valued with a PEG of 0.50. GVA earns a higher WallStSmart Score of 58/100 (C).

GVA

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 5.5Value: 9.3Quality: 6.3
Piotroski: 6/9Altman Z: 2.63

J

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 7.3Quality: 5.3
Piotroski: 5/9Altman Z: 1.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GVAUndervalued (+26.3%)

Margin of Safety

+26.3%

Fair Value

$180.65

Current Price

$121.92

$58.73 discount

UndervaluedFair: $180.65Overvalued
JSignificantly Overvalued (-452.4%)

Margin of Safety

-452.4%

Fair Value

$25.77

Current Price

$129.97

$104.20 premium

UndervaluedFair: $25.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GVA2 strengths · Avg: 8.0/10
Revenue GrowthGrowth
19.2%8/10

19.2% revenue growth

EPS GrowthGrowth
25.1%8/10

Earnings expanding 25.1% YoY

J1 strengths · Avg: 10.0/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

Areas to Watch

GVA4 concerns · Avg: 3.5/10
PEG RatioValuation
1.964/10

Expensive relative to growth rate

P/E RatioValuation
31.6x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
4.4%3/10

4.4% margin — thin

Operating MarginProfitability
3.4%3/10

Operating margin of 3.4%

J4 concerns · Avg: 3.3/10
P/E RatioValuation
34.0x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Profit MarginProfitability
3.5%3/10

3.5% margin — thin

EPS GrowthGrowth
-63.4%2/10

Earnings declined 63.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : GVA

The strongest argument for GVA centers on Revenue Growth, EPS Growth. Revenue growth of 19.2% 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 : GVA

The primary concerns for GVA are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.4% margins leave little buffer for downturns.

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

GVA profiles as a growth stock while J is a value play — different risk/reward profiles.

GVA carries more volatility with a beta of 1.28 — expect wider price swings.

GVA is growing revenue faster at 19.2% — sustainability is the question.

J generates stronger free cash flow (365M), providing more financial flexibility.

Bottom Line

GVA scores higher overall (58/100 vs 52/100) and 19.2% 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.

Granite Construction Incorporated

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Granite Construction Incorporated is an infrastructure contractor and producer of building materials in the United States. The company is headquartered in Watsonville, California.

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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