Company context

Jacobs Solutions Inc.

NYSE:J

Data Processing Services · benchmarked against PAVE constituent company universe inside the PAVE constituent company universe.

Active tabPeers

Current readMixed

Last close129.65

1M return+0.52%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5100 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:J 1W -2.01%, 1M +0.52%, 3M +14.85%, 6M -6.65%, 1Y -11.34%, 3Y +16.55%; NASDAQ:TRMB 1W -3.55%, 1M -1.20%, 3M -4.99%, 6M -25.04%, 1Y -35.86%, 3Y -0.59%; NYSE:BLDR 1W -9.88%, 1M -14.41%, 3M +6.15%, 6M -27.69%, 1Y -49.19%, 3Y -45.45%; NYSE:SRE 1W -2.72%, 1M -2.51%, 3M +0.43%, 6M -4.97%, 1Y +9.76%, 3Y +26.63%; NYSE:VMC 1W -4.97%, 1M -8.52%, 3M +4.71%, 6M -7.04%, 1Y -4.22%, 3Y +29.81%; NYSE:EME 1W +0.95%, 1M -3.82%, 3M -13.68%, 6M +2.84%, 1Y +22.13%, 3Y +243.97%; NYSE:HUBB 1W +0.28%, 1M -2.46%, 3M +4.75%, 6M -1.04%, 1Y +12.16%, 3Y +49.45%; NYSE:CRH 1W -5.12%, 1M -6.88%, 3M -3.10%, 6M -11.77%, 1Y -11.31%, 3Y +74.83%; NASDAQ:STLD 1W -0.18%, 1M +3.30%, 3M +2.62%, 6M +18.79%, 1Y +79.16%, 3Y +130.50%; NYSE:ETN 1W +1.68%, 1M -2.53%, 3M +5.52%, 6M +13.33%, 1Y +15.41%, 3Y +79.68%; NYSE:ROK 1W -0.80%, 1M -3.72%, 3M +6.54%, 6M +16.66%, 1Y +35.37%, 3Y +53.28%

Company1W1M3M

6M

1Y

3Y

NYSE:J-2.01%+0.52%+14.85%-6.65%-11.34%+16.55%

NASDAQ:TRMB-3.55%-1.20%-4.99%-25.04%-35.86%-0.59%

NYSE:BLDR-9.88%-14.41%+6.15%-27.69%-49.19%-45.45%

NYSE:SRE-2.72%-2.51%+0.43%-4.97%+9.76%+26.63%

NYSE:VMC-4.97%-8.52%+4.71%-7.04%-4.22%+29.81%

NYSE:EME+0.95%-3.82%-13.68%+2.84%+22.13%+243.97%

NYSE:HUBB+0.28%-2.46%+4.75%-1.04%+12.16%+49.45%

NYSE:CRH-5.12%-6.88%-3.10%-11.77%-11.31%+74.83%

NASDAQ:STLD-0.18%+3.30%+2.62%+18.79%+79.16%+130.50%

NYSE:ETN+1.68%-2.53%+5.52%+13.33%+15.41%+79.68%

NYSE:ROK-0.80%-3.72%+6.54%+16.66%+35.37%+53.28%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:STLD+79.16% 1Y · +130.50% 3Y

NYSE:ROK+35.37% 1Y · +53.28% 3Y

NYSE:EME+22.13% 1Y · +243.97% 3Y

NYSE:ETN+15.41% 1Y · +79.68% 3Y

Risk and quality spread

NYSE:ROKGM +47.06% · ROE +31.20%

NASDAQ:TRMBGM +66.60% · ROE +8.25%

NYSE:HUBBGM +35.68% · ROE +25.73%

NYSE:EMEGM +19.29% · ROE +39.25%

Valuation screen

NYSE:CRHP/E 18.52 · FCF yield +4.69%

NASDAQ:STLDP/E 24.69 · FCF yield +2.00%

NYSE:EMEP/E 24.90 · FCF yield +3.26%

NYSE:BLDRP/E 27.75 · FCF yield +11.02%

Valuation versus growth

P/E against 1Y return

NYSE:J P/E 39.89 1Y -11.34%, NASDAQ:TRMB P/E 27.91 1Y -35.86%, NYSE:BLDR P/E 27.75 1Y -49.19%, NYSE:SRE P/E 30.82 1Y +9.76%, NYSE:VMC P/E 33.39 1Y -4.22%, NYSE:EME P/E 24.90 1Y +22.13%, NYSE:HUBB P/E 28.66 1Y +12.16%, NYSE:CRH P/E 18.52 1Y -11.31%, NASDAQ:STLD P/E 24.69 1Y +79.16%, NYSE:ETN P/E 39.24 1Y +15.41%, NYSE:ROK P/E 47.66 1Y +35.37%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:JJacobs Solutions Inc.

39.8914th pctile1.1796th pctile+3.17%61st pctile+23.36%18th pctile+11.45%25th pctile1.3818th pctile

NASDAQ:TRMBTrimble Inc.

27.9157th pctile3.3943rd pctile+3.87%71st pctile+66.60%100th pctile+8.25%29th pctile0.2586th pctile

NYSE:BLDRBuilders FirstSource, Inc.

27.7571st pctile0.55100th pctile+11.02%100th pctile+29.89%43rd pctile+6.96%14th pctile1.3214th pctile

NYSE:SREDBA Sempra

30.8229th pctile4.4814th pctile-9.86%0th pctile+30.10%57th pctile+6.12%0th pctile1.1329th pctile

NYSE:VMCVulcan Materials Company (Holding Company)

33.3914th pctile4.690th pctile+3.07%14th pctile+27.68%29th pctile+13.48%57th pctile0.6171st pctile

NYSE:EMEEMCOR Group, Inc.

24.9086th pctile1.8757th pctile+3.26%43rd pctile+19.29%0th pctile+39.25%100th pctile0.13100th pctile

NYSE:HUBBHubbell Inc

28.6643rd pctile4.3429th pctile+3.55%57th pctile+35.68%71st pctile+25.73%86th pctile0.7357th pctile

NYSE:CRHCRH PLC

18.52100th pctile1.8171st pctile+4.69%86th pctile+36.09%86th pctile+16.51%71st pctile0.8943rd pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.