Jacobs Solutions Inc. (J)vsConstruction Partners Inc (ROAD)
J
Jacobs Solutions Inc.
$129.97
+0.85%
INDUSTRIALS · Cap: $15.22B
ROAD
Construction Partners Inc
$112.06
+1.60%
INDUSTRIALS · Cap: $6.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 305% more annual revenue ($12.39B vs $3.06B). ROAD leads profitability with a 4.0% profit margin vs 3.5%. J trades at a lower P/E of 34.0x. ROAD earns a higher WallStSmart Score of 52/100 (C-).
J
Buy52
out of 100
Grade: C-
ROAD
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-452.4%
Fair Value
$25.77
Current Price
$129.97
$104.20 premium
Margin of Safety
-32.1%
Fair Value
$101.56
Current Price
$112.06
$10.50 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 44.1% year-over-year
Earnings expanding 80.9% YoY
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
3.5% margin — thin
Earnings declined 63.4%
Distress zone — elevated risk
4.0% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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 : ROAD
The strongest argument for ROAD centers on Revenue Growth, EPS Growth. Revenue growth of 44.1% demonstrates continued momentum.
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 : ROAD
The primary concerns for ROAD are Altman Z-Score, Profit Margin, Piotroski F-Score. A P/E of 50.8x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
J profiles as a value stock while ROAD is a hypergrowth play — different risk/reward profiles.
ROAD carries more volatility with a beta of 0.84 — expect wider price swings.
ROAD is growing revenue faster at 44.1% — sustainability is the question.
J generates stronger free cash flow (365M), providing more financial flexibility.
Bottom Line
J scores higher overall (52/100 vs 52/100) and 12.3% 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.
Construction Partners Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Construction Partners, Inc., a civil infrastructure company, is engaged in the construction and maintenance of highways in Alabama, Florida, Georgia, North Carolina, and South Carolina. The company is headquartered in Dothan, Alabama.
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