Jacobs Solutions Inc. (J)vsOshkosh Corporation (OSK)
J
Jacobs Solutions Inc.
$118.43
-3.53%
INDUSTRIALS · Cap: $14.50B
OSK
Oshkosh Corporation
$137.97
-9.86%
INDUSTRIALS · Cap: $9.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 26% more annual revenue ($13.17B vs $10.42B). OSK leads profitability with a 6.2% profit margin vs 2.9%. J appears more attractively valued with a PEG of 0.49. J earns a higher WallStSmart Score of 52/100 (C-).
J
Buy52
out of 100
Grade: C-
OSK
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-28.5%
Fair Value
$110.78
Current Price
$118.43
$7.65 premium
Margin of Safety
+33.0%
Fair Value
$260.30
Current Price
$137.97
$122.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 27.0% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
2.9% margin — thin
Earnings declined 63.4%
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 27.0% demonstrates continued momentum. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
Bear Case : J
The primary concerns for J are P/E Ratio, Altman Z-Score, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Bear Case : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
J profiles as a growth stock while OSK is a value play — different risk/reward profiles.
OSK carries more volatility with a beta of 1.33 — expect wider price swings.
J is growing revenue faster at 27.0% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Bottom Line
J scores higher overall (52/100 vs 48/100) and 27.0% revenue growth. OSK offers better value entry with a 33.0% margin of safety. Both earn "Buy" and "Hold" 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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