Jacobs Solutions Inc. (J)vsMasTec Inc (MTZ)
J
Jacobs Solutions Inc.
$143.76
+0.25%
INDUSTRIALS · Cap: $16.83B
MTZ
MasTec Inc
$222.90
+3.97%
INDUSTRIALS · Cap: $17.22B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 13% more annual revenue ($16.11B vs $14.22B). MTZ leads profitability with a 3.1% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.44. MTZ earns a higher WallStSmart Score of 68/100 (B-).
J
Buy54
out of 100
Grade: C-
MTZ
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.1%
Fair Value
$78.18
Current Price
$143.76
$65.58 premium
Intrinsic value data unavailable for MTZ.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Earnings expanding 51.4% YoY
Growing faster than its price suggests
Revenue surging 23.4% year-over-year
Areas to Watch
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
3.1% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : MTZ
The strongest argument for MTZ centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 23.4% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its 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.
Bear Case : MTZ
The primary concerns for MTZ are P/E Ratio, Profit Margin, Free Cash Flow. Thin 3.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
J profiles as a hypergrowth stock while MTZ is a growth play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.82 — 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
MTZ scores higher overall (68/100 vs 54/100) and 23.4% revenue growth. Both earn "Strong 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.
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.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
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