Jacobs Solutions Inc (J)
被高估基本面
53
价格
$140.15
市值
$16.34B
第一部分 · 这家公司值多少
概览
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.
资产负债表与流动性
营收
$14.22B
最近12个月(截至2026/6/26)
净利润
$338M
最近12个月(截至2026/6/26)
自由现金流
$607M
股东权益合计
$3.64B
负债合计
$7.60B
流动比率
1.29
利息覆盖率
3.93
债务/EBITDA
4.29
每股收益
营收与净利润
自由现金流
收入构成
历史财务表
利润率变化
债务变化
债务负担有多重
增长一览表
增长 — 营业收入
公允价值估算
公允价值
$107.32
当前价格
$140.15
安全边际
-30.6%
公允价值区间
$69.76 - $144.88
所用估值方法之间的离散区间,并非经过统计校准的置信区间。
估算方法
估值指标
市盈率(P/E)
48.14
ROE
7.9%
市净率(P/B)
4.85
P/FCF
24.56
毛利率
22.1%
ROIC
6.6%
盈利能力雷达图
价值创造(经济护城河)
ROIC
6.6%
WACC
7.3%
ROIC − WACC
-0.7 pp
ROIC 与资本成本大致持平:公司仅仅覆盖了资本成本。
基本面分析标准
通过(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
未通过(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%
不可用(2)
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-评分
财务状况强健
盈利质量
高质量:盈利有现金流支撑
股权稀释
正在回购股份,对股东友好
机构持股
公司治理
管理团队
| 姓名 | 职位 | 年龄 |
|---|---|---|
| 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 |
审计风险
2
董事会风险
6
薪酬风险
2
股东权利风险
5
第二部分 · 价格与买入时机
这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。
损益历史
via SEC EDGAR
Latest News
Recent headlines for J, sourced from Markets Gazette.