Jacobs Solutions Inc (J)
割高ファンダメンタル
53
株価
$140.15
時価総額
$16.34B
パート1 · 企業の価値
概要
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 2026年9月19日 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.
貸借対照表と流動性
売上高
$14.22B
直近12か月（2026/6/26まで）
純利益
$338M
直近12か月（2026/6/26まで）
フリーキャッシュフロー
$607M
自己資本合計
$3.64B
負債合計
$7.60B
流動比率
1.29
利払い倍率
3.93
負債/EBITDA
4.29
一株当たり利益（EPS）
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
適正価値の推定
適正価値
$107.32
現在株価
$140.15
安全マージン
-30.6%
適正価値レンジ
$69.76 - $144.88
使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。
推定方法
バリュエーション指標
P/E レシオ
48.14
ROE
7.9%
P/B レシオ
4.85
P/FCF
24.56
粗利益率
22.1%
ROIC
6.6%
収益性レーダー
価値創造（経済的モート）
ROIC
6.6%
WACC
7.3%
ROIC − WACC
-0.7 pp
ROICはおおむね資本コストと同水準です。企業はかろうじて資本コストを賄えている状態です。
ファンダメンタル分析基準
合格（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
不合格（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%
データなし（2）
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-スコア
財務健全性が高い
利益の質
高品質：利益はキャッシュに裏付けられている
株式希薄化
株式を買い戻している。株主に友好的
機関投資家の保有
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| 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 |
監査リスク
2
取締役会リスク
6
報酬リスク
2
株主権利リスク
5
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容：テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
業績推移
via SEC EDGAR
Latest News
Recent headlines for J, sourced from Markets Gazette.