Jacobs Solutions Inc.

Valuation Analysis

About the Company

Jacobs Solutions Inc. en bref

Jacobs Solutions Inc. (J) is currently trading at 105,52 € with a market capitalization of 12,5 Md €. The trailing P/E ratio stands at 35.56x, with a forward P/E of 14.61x. The 52-week range spans from 92,22 € to 146,99 €; the current price is 28.2% below the yearly high. Year-over-year revenue growth stands at +27.0%. The net profit margin stands at 2.9%.

💰 Dividende

Jacobs Solutions Inc. pays an annual dividend of 1,26 € per share, representing a yield of 1.19%. The payout ratio stands at 38.94%.

📊 Avis des analystes

15 analystes évaluent Jacobs Solutions Inc. (J) au consensus : Acheter. L'objectif de cours moyen est de 138,12 €, soit un potentiel de +30.89% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 114,32 € à 157,95 €.

Jacobs Solutions Inc. : la thèse d'investissement en détail

Jacobs Solutions Inc. (J) operates in the Industrials — specifically Engineering & Construction — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

Le scénario haussier

Top-line momentum is unusually strong with revenue expanding 27% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind. Wall Street consensus sits at Buy with an average price target implying roughly 30.89% upside from current levels — analyst sentiment is firmly constructive.

Le scénario baissier

With a net margin of just 2.9%, the business has little room to absorb cost shocks or pricing pressure — a single bad quarter can swing the company to a loss. Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.

Valorisation en contexte

With a PEG ratio of 0.39, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity.

À surveiller

• The forward P/E of 14.61x is meaningfully below the trailing 35.56x — analysts expect earnings to step up; the next earnings release is the test.
• The price sits in the lower quartile of the 52-week range — value hunters often start scaling in around this zone if fundamentals hold.
• The analyst consensus price target implies 30.89% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Thèse d'investissement : forces et faiblesses

Aperçu technique

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Profil de risque

The data points to relatively defensive market behavior, elevated short interest (6.91%), higher leverage relative to equity.

Trading Data

💵 Dividend Info

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