WallStSmart

Jacobs Solutions Inc. (J)vsQuanta Services Inc (PWR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Quanta Services Inc generates 129% more annual revenue ($30.12B vs $13.17B). PWR leads profitability with a 3.7% profit margin vs 2.9%. J appears more attractively valued with a PEG of 0.49. PWR earns a higher WallStSmart Score of 54/100 (C-).

J

Buy

52

out of 100

Grade: C-

Growth: 5.3Profit: 4.5Value: 5.3Quality: 5.3
Piotroski: 5/9Altman Z: 1.99

PWR

Buy

54

out of 100

Grade: C-

Growth: 8.7Profit: 5.0Value: 3.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JSignificantly Overvalued (-28.5%)

Margin of Safety

-28.5%

Fair Value

$110.78

Current Price

$118.43

$7.65 premium

UndervaluedFair: $110.78Overvalued

Intrinsic value data unavailable for PWR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

J2 strengths · Avg: 9.0/10
PEG RatioValuation
0.4910/10

Growing faster than its price suggests

Revenue GrowthGrowth
27.0%8/10

Revenue surging 27.0% year-over-year

PWR3 strengths · Avg: 9.0/10
EPS GrowthGrowth
51.0%10/10

Earnings expanding 51.0% YoY

Market CapQuality
$112.65B9/10

Large-cap with strong market position

Revenue GrowthGrowth
26.3%8/10

Revenue surging 26.3% year-over-year

Areas to Watch

J4 concerns · Avg: 3.3/10
P/E RatioValuation
36.2x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

EPS GrowthGrowth
-63.4%2/10

Earnings declined 63.4%

PWR4 concerns · Avg: 3.5/10
PEG RatioValuation
2.214/10

Expensive relative to growth rate

Price/BookValuation
12.5x4/10

Trading at 12.5x book value

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Operating MarginProfitability
4.2%3/10

Operating margin of 4.2%

Comparative Analysis Report

WallStSmart Research

Bull 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 : PWR

The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.

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 : PWR

The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 103.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

PWR carries more volatility with a beta of 1.24 — expect wider price swings.

J is growing revenue faster at 27.0% — sustainability is the question.

PWR generates stronger free cash flow (172M), providing more financial flexibility.

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PWR scores higher overall (54/100 vs 52/100) and 26.3% 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.

Quanta Services Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.

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