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Jacobs Solutions Inc. (J) Fair Value & Analysis

Industrials · US · Market cap $15.3B · ISIN US46982L1089

What is Jacobs Solutions Inc. really worth?

JS Jacobs Solutions Inc. logo Jacobs Solutions Inc. J · US
Price$147.54
Fair Value$82.59
Upside−44.0%
Quality65/100

A solid business, but trading 79% above our fair value of $82.59.

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Strengths

✓Moderate debt · generates free cash flow

Risks

!Weak Growth (revenue 5y −2.4 %/yr)
!Thin margins · 2.9% net margin
!Trails peers (5/15)
!Narrow moat 35/100
!Evidence only medium, so the estimate is less certain
!Weak on dividend: 18 out of 100

For context

·0.89% dividend yield
Evidence: Medium Range $52.89 – $111.12

Fair value as of: Sep 3, 2026

From 26 valuation models · updated yesterday

Share price +3.4% over the past month.

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case ($111.12). The favourable scenario is already priced in.
  • Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range ($52.89 to $111.12) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

$163.10 $86.16 Fair Value $82.59 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 3, 2026.

How to read this chart

60‑month range $86.16 – $163.10 · fair‑value band $52.89 – $111.12 · the $147.54 price screens above the $82.59 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 3, 2026.

Full chart & analysis →

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Analysis

Jacobs Solutions Inc. (J) currently trades at $147.54, while our model-based Fair Value estimate is $82.59, implying the stock looks roughly 78.6% overvalued today. The Quality Score stands at 65/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of $81.15 per share, and 0 of the 26 models we run sit above the $147.54 price. Bear case: the Earnings-Based group reads lowest at $15.46, and 26 of the 26 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Jacobs Solutions Inc. generated revenue of $13.2B at a net margin of 2.9%. Revenue grew 27.0% year over year. It earns a return on equity of 9.4%. Net debt stands at $1.5B. Fundamentals as of Sep 3, 2026

Our scenario range runs from $52.89 (bear case) to $111.12 (bull case); at $147.54, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 12% below its 52-week high and 40% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at −46% fair-value upside, at −44%, J screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 11 months have passed since. In that time the company retained roughly $1.92 per share, which is 2.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF $49.54 $81.15 $129.04 76
Growth DCF $50.62 $78.73 $118.82 75
EPV $43.79 $52.51 $60.13 74
All 26 models by family
DCF Models
FCF DCF $49.54 $81.15 $129.04 76
Owner Earnings $34.37 $57.71 $93.07 72
5Y Revenue Exit $53.01 $90.82 $138.95 69
5Y EBITDA Exit $64.34 $111.91 $167.17 72
5Y P/E Exit $34.18 $55.78 $78.01 68
10Y Revenue Exit $49.18 $83.35 $128.93 63
10Y EBITDA Exit $58.41 $97.95 $150.36 65
10Y P/E Exit $39.22 $59.09 $82.64 62
Earnings-Based
Graham-Dodd $16.71 $50.66 $67.20 63
Lynch FV $10.82 $15.46 $20.10 59
PEG = 1.0 $10.82 $15.46 $20.10 55
EPV $43.79 $52.51 $60.13 74
Dividend Discount
Gordon GGM $11.90 $24.74 $39.25 64
DDM Multi-Stage $11.90 $19.45 $25.97 64
Multiples
P/E Multiple $38.71 $51.62 $64.52 63
P/S Multiple $31.34 $41.79 $52.23 58
P/B Multiple $31.34 $41.79 $52.23 55
EV/EBIT $84.78 $115.86 $146.94 66
EV/EBITDA $82.45 $112.76 $143.07 67
EV/Revenue $58.08 $86.60 $115.13 53
Asset-Based
NCAV (Graham) $15.42 $20.66 $30.83 54
Growth DCF
Growth DCF $50.62 $78.73 $118.82 75
Rev-Margin DCF $53.01 $90.78 $133.81 69
Economic Profit
Residual Income $25.79 $27.68 $31.17 74
ROIC Compounder $46.48 $61.29 $79.32 70
Growth Earnings
Growth-Adj P/E $31.72 $45.32 $58.91 65

Widest divergence: DCF Models ($81.15) versus Earnings-Based ($15.46). Highest evidence: FCF DCF (76).

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Key figures & financial health

P/E ratio 43.4
P/S ratio 1.05 P/E × margin
EPS (TTM) $3.40 price ÷ EPS = P/E 43.4
Dividend yield 0.9% payout 38.8%
Net margin 2.4% FY2025
Return on equity 9.4% TTM
More key figures
Profitability
Return on assets (EBIT) 5.3% avg 5y
Operating margin −0.9% TTM
Growth
Revenue (TTM) $13.2B TTM
Revenue growth (YoY) +27.0% 3y avg +7.1%
EPS growth (YoY) −63.4%
Balance sheet & cash flow
Free cash flow $607M FY2025
Net debt $1.5B FY2025 · ≈ 2.4 yrs of FCF

Figures from reported company fundamentals · as of Sep 3, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 63 · Market factors (momentum, volatility) 59

Profitability 44
Margins and returns on capital today
Quality Growth 41
Are margins and returns improving?
Cashflow 63
Earnings quality: real cash, not paper profit
Fin. Strength 54
Balance sheet, leverage, solvency risk
Investment 100
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 53
Price trend over the last 3–12 months (market factor)
52W Momentum 53
Distance to the 52-week high (market factor)
Net Issuance 100
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa.

Full company description

Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa. The company provides consulting, planning, architecture, design, engineering, and infrastructure delivery services including project, program, and construction management and long-term operation of facilities. It also offers consulting services for consumer and manufacturing, defense and security, energy and utilities, financial services, government, health and life sciences, and transport sectors. The company was founded in 1947 and is headquartered in Dallas, Texas.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Jacobs Solutions Inc. reported revenue of $12.0B in FY2025 versus $14.1B in FY2021, a compound −3.9%/yr. Reported net income was $290M in FY2025, compounding −11.7%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
$12.0B
Latest YoY
+4.6%
Avg. revenue growth/yr (3Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.1%
Avg. revenue growth/yr (5Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−2.4%
Avg. revenue growth/yr (42Y) ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.3%
Value creation/yr (5Y) ⓘEarnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
−7.3% (−8.2 + 0.9)
Revenue −3.9%/yr
FY21 $14.1B
FY22 $9.8B
FY23 $10.9B
FY24 $11.5B
FY25 $12.0B
Net income −11.7%/yr
FY21 $477M
FY22 $644M
FY23 $666M
FY24 $806M
FY25 $290M
Character of growth · EPS growth decomposed (2014-2025) +8.8 % p.a.
Revenue per share −0.2 %

of which total revenue −0.4 % · buybacks/dilution +0.2 %

EBIT margin +6.6 %
Tax rate +1.5 %
Residual (interest, one-offs) +0.8 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

J screens 79% overvalued. Compare with Quanta Services, Inc →

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Jacobs Solutions Inc. · Fair Value
$82.59 −79%Fair Value
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Cite: Fair Value Calculator (2026). "Jacobs Solutions Inc. Fair Value". https://www.fairvalue-calculator.com/stock/J

Recent news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Engineering & Construction · 816 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 65 · Top 25%
Fair Value upside −44% · Below median
Return on equity (TTM) 9% · Above median
Return on assets 4% · Above median
Net margin (TTM) 3% · Below median
Operating margin (TTM) −1% · Bottom 25%
Revenue growth 27% · Top 25%
Dividend yield (TTM) 0.9% · Below median
Debt / equity 0.61× · Higher than 75% of peers

Valuation Multiples vs Engineering & Construction median · lower = cheaper

P/E (TTM) 43.4× · Pricier than 75% of peers
P/B 4.21× · Pricier than 75% of peers
P/S (TTM) 1.16× · Pricier than median
P/FCF 25.2× · Pricier than 75% of peers
EV/EBITDA 15.9× · Pricier than 75% of peers
PEG 0.41× · Cheaper than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 16
FUTURE100 · sector 11
PAST38 · sector 26
HEALTH69 · sector 94
DIVIDEND18 · sector 39

VALUE 0: the price sits above our fair-value range.

Insider activity: 46/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Engineering & Construction stocks, each showing price versus our Fair Value estimate (as of Sep 3, 2026).

Stock Price Fair Value vs Fair Value
Quanta Services, Inc PWR $620.06 $143.92 −77%
Vinci SA DG €114.35 €185.62 +62%
Comfort Systems USA, Inc FIX $1,615 $519.97 −68%
Larsen & Toubro Limited LT ₹4,072 ₹2,196 −46%
Ferrovial N.V FER €57.28 €19.17 −67%
HOCHTIEF Aktiengesellschaft HOT €426.40 €203.87 −52%
Samsung C&T Corporation 028260 373,000 KRW 261,411 KRW −30%
EMCOR Group EME $775.04 $549.47 −29%
MasTec, Inc MTZ $241.00 $100.00 −59%
Bouygues SA EN €46.65 €65.67 +41%

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Frequently asked questions

Is Jacobs Solutions Inc. (J) overvalued or undervalued?
As of Sep 3, 2026, our model estimates a fair value of $82.59 versus a price of $147.54, about −44% upside (overvalued).
What is the fair value of J?
Our model-based fair value for Jacobs Solutions Inc. is $82.59 (as of Sep 3, 2026), built from audited fundamentals. The current price: $147.54.
What is the quality score of J?
Jacobs Solutions Inc. has a Quality Score of 65/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Jacobs Solutions Inc. (J)?
Jacobs Solutions Inc. reported trailing-twelve-month revenue of about $13.2B (latest available figure, as of Sep 3, 2026).
What is the net profit margin of J?
The net profit margin of Jacobs Solutions Inc. is about 2.9%, meaning it keeps roughly 2.9% of revenue as net income. Based on the latest reported figures.
Does Jacobs Solutions Inc. pay a dividend?
Jacobs Solutions Inc. currently shows a dividend yield of about 0.89% relative to its recent price (as of Sep 3, 2026).
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