WallStSmart

Jacobs Solutions Inc. (J)vsTutor Perini Corporation (TPC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Jacobs Solutions Inc. generates 124% more annual revenue ($12.39B vs $5.54B). J leads profitability with a 3.5% profit margin vs 1.5%. J appears more attractively valued with a PEG of 0.50. TPC earns a higher WallStSmart Score of 68/100 (B-).

J

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 5.5Value: 7.3Quality: 5.3
Piotroski: 5/9Altman Z: 1.99

TPC

Strong Buy

68

out of 100

Grade: B-

Growth: 8.7Profit: 5.0Value: 7.3Quality: 5.3
Piotroski: 5/9Altman Z: 1.99
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JSignificantly Overvalued (-452.4%)

Margin of Safety

-452.4%

Fair Value

$25.77

Current Price

$129.97

$104.20 premium

UndervaluedFair: $25.77Overvalued
TPCSignificantly Overvalued (-20.4%)

Margin of Safety

-20.4%

Fair Value

$70.67

Current Price

$78.37

$7.70 premium

UndervaluedFair: $70.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

J1 strengths · Avg: 10.0/10
PEG RatioValuation
0.5010/10

Growing faster than its price suggests

TPC3 strengths · Avg: 8.7/10
Revenue GrowthGrowth
41.2%10/10

Revenue surging 41.2% year-over-year

PEG RatioValuation
0.628/10

Growing faster than its price suggests

EPS GrowthGrowth
23.4%8/10

Earnings expanding 23.4% YoY

Areas to Watch

J4 concerns · Avg: 3.3/10
P/E RatioValuation
34.0x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Profit MarginProfitability
3.5%3/10

3.5% margin — thin

EPS GrowthGrowth
-63.4%2/10

Earnings declined 63.4%

TPC4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.994/10

Grey zone — moderate risk

Profit MarginProfitability
1.5%3/10

1.5% margin — thin

Operating MarginProfitability
3.4%3/10

Operating margin of 3.4%

P/E RatioValuation
49.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : TPC

The strongest argument for TPC centers on Revenue Growth, PEG Ratio, EPS Growth. Revenue growth of 41.2% demonstrates continued momentum. PEG of 0.62 suggests the stock is reasonably priced for its growth.

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 : TPC

The primary concerns for TPC are Altman Z-Score, Profit Margin, Operating Margin. A P/E of 49.8x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

J profiles as a value stock while TPC is a hypergrowth play — different risk/reward profiles.

TPC carries more volatility with a beta of 2.18 — expect wider price swings.

TPC is growing revenue faster at 41.2% — sustainability is the question.

J generates stronger free cash flow (365M), providing more financial flexibility.

Bottom Line

TPC scores higher overall (68/100 vs 52/100) and 41.2% revenue growth. Both earn "Strong 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.

Tutor Perini Corporation

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Tutor Perini Corporation, a construction company, provides diversified general contracting, construction management, and design and construction services to private clients and public agencies globally. The company is headquartered in Sylmar, California.

Want to dig deeper into these stocks?