Intrinsiqq
Jacobs Solutions Inc. logoJacobs Solutions Inc.J
$142.49+2.02%
Jacobs Solutions Inc. logo

Jacobs Solutions Inc.

J

$142.49

+$2.82 (+2.02%)

⊜ Compare
ProfitabilityThin marginsGrowthModeratingCash FlowThin conversionValuationRichly valued
What stands out

Operating margin is thin at 7.18%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.

What's changing

Revenue grew 4.6%, steady but not accelerating. Free cash flow declined 35% despite revenue growth, conversion is weakening.

What deserves caution

At 51x earnings, the current multiple leaves limited room for execution misses or growth deceleration. Free cash flow declined 35% versus the prior year, cash generation momentum has weakened.

Valuation context

50.7x earnings, 25.9x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.

Price History

-13.3%

Valuation & Multiples

Based on TTM earnings · Diluted shares

Market Cap$16.68B
EPS$2.81
P/E50.71
P/FCF25.87
EV/EBITDA27.52
FCF Yield3.9%
Div. Yield0.97%
Net Debt/FCF4.5x
52-Week Range
$107.27$161.00

Profitability & Returns

Revenue (TTM)

$14.22B

▲ +4.6% YoY

Net Income (TTM)

$338M

▼ -64.1% YoY

Op. Margin

4.57%

▲ +1.2pp YoY

ROIC

6.63%

▲ +3.1pp YoY

Cash Flow & Balance Sheet

FCF (TTM)

$645M

▼ -34.9% YoY

Op. Cash Flow (TTM)

$736M

▼ -34.9% YoY

Net Debt

$2.88B

Cash & Equiv.

$1.17B

5Y CAGR: -2.4%

5Y CAGR: -2.5%

Continue Research

SourceComputed from the 10-Q filed 24 Jul 2026, covering the period ending 26 Jun 2026, as reported to the SEC. Data last refreshed 26 Sept 2026. How this is calculated.

Price from market data, last close as of 21 Oct 2026. Fiscal year ends Oct. Sector medians are approximate S&P 500 benchmarks and update periodically.

Is Jacobs Solutions (J) overvalued?

At a P/E of 50.7 and a price-to-free-cash-flow of 25.9, Jacobs Solutions (J) trades above a two-stage DCF intrinsic value of about $69.71 per share, so at $142.49 the stock looks overvalued (51.1% above estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.

On quality, Jacobs Solutions scores 52/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 1.0%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.

Frequently asked

What is Jacobs Solutions's fair value?+

Intrinsiqq's two-stage DCF estimates an intrinsic value of about $69.71 per share for J, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $52.28. At today's $142.49, that puts the stock about 51.1% above estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.

Is Jacobs Solutions a high-quality business?+

Jacobs Solutions scores 52 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 4.6% operating margin and a 6.6% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.

Does Jacobs Solutions (J) pay a dividend, and how much?+

Yes, Jacobs Solutions pays a regular dividend of about $1.36 per share per year (typically in quarterly installments), a yield of roughly 1.0% at the current price. That is a payout ratio of about 47.8% of earnings, so the dividend is well covered. Jacobs Solutions has grown the dividend at roughly 9.3% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For J's full payout history, growth streak and dividend-safety score, see the dividends tab.

Is Jacobs Solutions a good stock to buy right now?+

That depends on valuation and quality together, not either alone. J currently trades above its estimated intrinsic value and scores 52/100 on quality (mixed). It also yields about 1.0%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.

Related stocks: Heavy Construction Other Than Bldg Const - Contractors

Spot a number that looks wrong? Check it in J's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.