Jacobs Solutions Inc. (J)vsConstruction Partners Inc (ROAD)
J
Jacobs Solutions Inc.
$160.24
+3.63%
INDUSTRIALS · Cap: $17.66B
ROAD
Construction Partners Inc
$96.29
-0.33%
INDUSTRIALS · Cap: $5.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Jacobs Solutions Inc. generates 309% more annual revenue ($14.22B vs $3.48B). ROAD leads profitability with a 4.1% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.45. ROAD earns a higher WallStSmart Score of 65/100 (C+).
J
Buy54
out of 100
Grade: C-
ROAD
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.6%
Fair Value
$78.82
Current Price
$160.24
$81.42 premium
Margin of Safety
-61.9%
Fair Value
$82.88
Current Price
$96.29
$13.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Revenue surging 28.2% year-over-year
Earnings expanding 34.2% YoY
Areas to Watch
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
4.1% margin — thin
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 0.45 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 28.2% demonstrates continued momentum.
Bear Case : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 50.1x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Bear Case : ROAD
The primary concerns for ROAD are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 1.82 is elevated, increasing financial risk. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
J profiles as a hypergrowth stock while ROAD is a growth play — different risk/reward profiles.
ROAD carries more volatility with a beta of 0.93 — 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
ROAD scores higher overall (65/100 vs 54/100) and 28.2% 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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