Jacobs Solutions Inc (J)
SobrevaloradaFundamental
53
Precio
$135.27
Capitalización Bursátil
$16.34B
Parte 1 · Cuánto vale la empresa
Resumen
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.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 19 de septiembre de 2026 with claude-haiku-4-5 — shared with all users
The closest like-for-like rival: a US-listed design and program-management firm bidding for the same transportation, water and environmental infrastructure contracts from the same public agencies in the US, UK and Middle East.
Direct rival in water and environmental consulting, where both firms depend heavily on US federal, state and municipal agency contracts.
Canadian-listed engineering consultancy that has grown aggressively in the US through acquisitions and now disputes with Jacobs the same municipal water, transit and environmental consulting mandates.
North American design and engineering consultancy competing for the same buildings, water and community-infrastructure projects, and for the same senior engineering staff.
Dutch-listed consultancy competing with Jacobs on European and global mandates for mobility, water systems and environmental remediation.
Competes for the same large public infrastructure and nuclear engineering programmes, especially in the UK and Canada where both firms have long-standing government frameworks.
Balance y Liquidez
Ingresos
$14.22B
Últimos 12 meses (hasta 26/6/2026)
Beneficio Neto
$338M
Últimos 12 meses (hasta 26/6/2026)
Flujo de Caja Libre
$607M
Patrimonio Neto Total
$3.64B
Pasivo Total
$7.60B
Ratio de Liquidez
1.29
Cobertura de Intereses
3.93
Deuda/EBITDA
4.29
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuánto pesa la deuda
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$107.32
Precio Actual
$135.27
Margen de Seguridad
-26.0%
Rango de Valor Justo
$69.76 - $144.88
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
48.14
ROE
7.9%
Ratio P/B
4.85
P/FCF
24.56
Margen Bruto
22.1%
ROIC
6.6%
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
6.6%
WACC
7.3%
ROIC − WACC
-0.7 pp
El ROIC está en línea con el coste del capital: la empresa apenas cubre su coste de capital.
Criterios de Análisis Fundamental
Superado (16)
- EPS shows upward trend
- Price CAGR 11.65%
- ROIC 6.6%
- P/FCF 24.56
- Debt/Equity ratio
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 9.9%
- Analyst Consensus 75% Buy
- Earnings Quality (OCF/NI) 2.17
- Share Dilution -4.7%
- Piotroski F-Score 7/9
Fallido (10)
- EPS CAGR 0.07%
- Gross Margin 22.1%
- P/B Ratio 4.85
- Operating Margin 4.6%
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Revenue Growth 5Y -2.4%
- Earnings Surprise avg 1.1%
- Net Margin Trend 2.4% vs 4.2%
No disponible (2)
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Solidez financiera fuerte
Calidad de los Beneficios
Alta calidad: beneficios respaldados por efectivo
Dilución de Acciones
Recomprando acciones. Favorable para el accionista
Participaciones institucionales
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| Mr. Robert V. Pragada | CEO & Chair of the Board | 57 |
| Mr. Venkatesh R. Nathamuni | Executive VP & CFO | - |
| Mr. Patrick X. Hill | Executive VP & President of Global Operations | 51 |
| Ms. Joanne E. Caruso | Executive VP, Chief Legal & Administration Officer | 64 |
| Ms. Shannon Miller | Special Advisor to the CEO | 48 |
| Mr. William Benton Allen Jr. | Chief Accounting Officer | 61 |
| Mr. Bert Subin | Senior Vice President of Investor Relations | - |
| Ms. Cheryl H.J. Lim | Chief Human Resources Officer | 55 |
| Mr. Thomas H. McDuffie | Senior Vice President of Buildings & Infrastructure | 76 |
| Mr. Robert Shepherd Duff | Senior Vice President of Buildings & Infrastructure | 66 |
Riesgo de Auditoría
2
Riesgo del Consejo
6
Riesgo de Compensación
2
Riesgo de Derechos del Accionista
5
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Documentos
- Ver documento
Informe anual (10-K)
Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.
Presentado el 2025-11-20
- Ver documento
Informe trimestral (10-Q)
Una actualización del desempeño financiero de los últimos tres meses.
Presentado el 2026-08-04
- Ver documento
Informe de hecho relevante (8-K)
Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.
Presentado el 2026-08-14
via SEC EDGAR
Historial de Resultados
via SEC EDGAR
Latest News
Recent headlines for J, sourced from Markets Gazette.