Jacobs Solutions Inc. (J)vsOshkosh Corporation (OSK)
J
Jacobs Solutions Inc.
$143.76
+0.25%
INDUSTRIALS · Cap: $16.83B
OSK
Oshkosh Corporation
$143.38
-2.20%
INDUSTRIALS · Cap: $8.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 34% more annual revenue ($14.22B vs $10.61B). OSK leads profitability with a 5.2% 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-).
J
Buy54
out of 100
Grade: C-
OSK
Buy52
out of 100
Grade: C-
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 OSK.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
5.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 7.6%
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 : OSK
The strongest argument for OSK centers on Debt/Equity, P/E Ratio, Price/Book.
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 : OSK
The primary concerns for OSK are Profit Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
J profiles as a hypergrowth stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.26 — 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
J scores higher overall (54/100 vs 52/100) and 34.5% 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.
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.
Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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