WallStSmart

Jacobs Solutions Inc. (J)vsMegan Holdings Limited Ordinary Shares (MGN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Jacobs Solutions Inc. generates 27490% more annual revenue ($12.39B vs $44.91M). MGN leads profitability with a 8.8% profit margin vs 3.5%. J trades at a lower P/E of 34.0x. J earns a higher WallStSmart Score of 52/100 (C-).

J

Buy

52

out of 100

Grade: C-

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

MGN

Avoid

31

out of 100

Grade: F

Growth: 3.3Profit: 6.5Value: 3.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JSignificantly Overvalued (-452.4%)

Margin of Safety

-452.4%

Fair Value

$25.77

Current Price

$129.97

$104.20 premium

UndervaluedFair: $25.77Overvalued
MGNSignificantly Overvalued (-361.0%)

Margin of Safety

-361.0%

Fair Value

$0.41

Current Price

$4.24

$3.83 premium

UndervaluedFair: $0.41Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Growing faster than its price suggests

MGN1 strengths · Avg: 8.0/10
Operating MarginProfitability
21.1%8/10

Strong operational efficiency at 21.1%

Areas to Watch

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%

MGN4 concerns · Avg: 2.3/10
Market CapQuality
$151.70M3/10

Smaller company, higher risk/reward

P/E RatioValuation
68.3x2/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
-52.5%2/10

Revenue declined 52.5%

EPS GrowthGrowth
-31.3%2/10

Earnings declined 31.3%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : MGN

The strongest argument for MGN centers on Operating Margin.

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.

Bear Case : MGN

The primary concerns for MGN are Market Cap, P/E Ratio, Revenue Growth. A P/E of 68.3x leaves little room for execution misses.

Key Dynamics to Monitor

J is growing revenue faster at 12.3% — 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 31/100) and 12.3% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

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.

Megan Holdings Limited Ordinary Shares

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Megan Holdings Limited (MGN) is a diversified investment firm with a strategic focus on real estate and financial services, committed to generating long-term value through prudent acquisitions and operational excellence. Underpinned by a seasoned management team with deep industry insights, MGN prioritizes enhancing shareholder returns while upholding rigorous corporate governance and sustainability practices. The company is well-equipped to capitalize on emerging market opportunities, employing adaptive strategies to align with the evolving needs of its diverse stakeholders.

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