(J) Jacobs Solutions - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US46982L1089
Stock: Consulting, Engineering, Design, Infrastructure, Management
Total Rating 38
Risk 72
Buy Signal -0.40
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 0.96% |
| Yield on Cost 5y | 1.49% |
| Yield CAGR 5y | 11.10% |
| Payout Consistency | 20.8% |
| Payout Ratio | 27.5% |
| Risk 5d forecast | |
|---|---|
| Volatility | 30.5% |
| Relative Tail Risk | -6.32% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.45 |
| Alpha | 0.26 |
| Character TTM | |
|---|---|
| Beta | 0.901 |
| Beta Downside | 0.888 |
| Drawdowns 3y | |
|---|---|
| Max DD | 25.59% |
| CAGR/Max DD | 0.60 |
Description: J Jacobs Solutions December 19, 2025
Jacobs Solutions Inc. (NYSE:J) is a global professional services firm that delivers consulting, design, engineering, and construction-management solutions across a wide range of sectors, including infrastructure, advanced facilities, defense, energy, health, and transportation. Founded in 1947 and headquartered in Dallas, Texas, the company operates in North America, Europe, Asia-Pacific, the Middle East and Africa.
For FY 2023 Jacobs reported revenue of approximately $15.0 billion, an operating margin of 5.2%, and a backlog of roughly $23 billion-both metrics reflecting strong demand for large-scale, long-term infrastructure projects. The firm’s free-cash-flow conversion hovered near 30%, supporting ongoing dividend payments and share-repurchase programs.
Key economic drivers for Jacobs include sustained U.S. federal and state infrastructure spending (the bipartisan infrastructure law targets $1.2 trillion in projects through 2025), rising global defense budgets, and accelerating investments in renewable-energy and decarbonization initiatives, which together fuel demand for engineering and program-management services.
For a deeper, data-rich perspective on Jacobs’ valuation and risk profile, you may find ValueRay’s analytical platform worth a quick look.
Piotroski VR‑10 (Strict, 0-10) 6.5
| Net Income: 284.4m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.05 > 0.02 and ΔFCF/TA -2.54 > 1.0 |
| NWC/Revenue: 8.38% < 20% (prev 9.35%; Δ -0.96% < -1%) |
| CFO/TA 0.06 > 3% & CFO 686.7m > Net Income 284.4m |
| Net Debt (1.47b) to EBITDA (926.8m): 1.59 < 3 |
| Current Ratio: 1.30 > 1.5 & < 3 |
| Outstanding Shares: last quarter (120.1m) vs 12m ago -3.84% < -2% |
| Gross Margin: 24.80% > 18% (prev 0.28%; Δ 2452 % > 0.5%) |
| Asset Turnover: 104.5% > 50% (prev 74.24%; Δ 30.29% > 0%) |
| Interest Coverage Ratio: 4.73 > 6 (EBITDA TTM 926.8m / Interest Expense TTM 145.8m) |
Altman Z'' 1.58
| A: 0.09 (Total Current Assets 4.36b - Total Current Liabilities 3.35b) / Total Assets 11.25b |
| B: 0.14 (Retained Earnings 1.53b / Total Assets 11.25b) |
| C: 0.06 (EBIT TTM 689.3m / Avg Total Assets 11.51b) |
| D: 0.14 (Book Value of Equity 934.4m / Total Liabilities 6.59b) |
| Altman-Z'' Score: 1.58 = BB |
Beneish M -2.82
| DSRI: 0.76 (Receivables 2.99b/2.85b, Revenue 12.03b/8.73b) |
| GMI: 1.13 (GM 24.80% / 28.11%) |
| AQI: 1.08 (AQ_t 0.57 / AQ_t-1 0.53) |
| SGI: 1.38 (Revenue 12.03b / 8.73b) |
| TATA: -0.04 (NI 284.4m - CFO 686.7m) / TA 11.25b) |
| Beneish M-Score: -2.82 (Cap -4..+1) = A |
What is the price of J shares?
As of February 07, 2026, the stock is trading at USD 148.81 with a total of 775,818 shares traded.
Over the past week, the price has changed by +10.02%, over one month by +8.09%, over three months by -2.81% and over the past year by +13.72%.
Over the past week, the price has changed by +10.02%, over one month by +8.09%, over three months by -2.81% and over the past year by +13.72%.
Is J a buy, sell or hold?
Jacobs Solutions has received a consensus analysts rating of 3.89.
Therefore, it is recommended to buy J.
- StrongBuy: 6
- Buy: 4
- Hold: 8
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the J price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 155.9 | 4.8% |
| Analysts Target Price | 155.9 | 4.8% |
| ValueRay Target Price | 158.7 | 6.7% |
J Fundamental Data Overview February 02, 2026
P/E Trailing = 52.8359
P/E Forward = 19.1939
P/S = 1.3352
P/B = 4.4205
P/EG = 0.5438
Revenue TTM = 12.03b USD
EBIT TTM = 689.3m USD
EBITDA TTM = 926.8m USD
Long Term Debt = 2.24b USD (from longTermDebt, last quarter)
Short Term Debt = 111.0m USD (from shortTermDebt, last quarter)
Debt = 2.71b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.47b USD (from netDebt column, last quarter)
Enterprise Value = 17.54b USD (16.06b + Debt 2.71b - CCE 1.24b)
Interest Coverage Ratio = 4.73 (Ebit TTM 689.3m / Interest Expense TTM 145.8m)
EV/FCF = 28.87x (Enterprise Value 17.54b / FCF TTM 607.5m)
FCF Yield = 3.46% (FCF TTM 607.5m / Enterprise Value 17.54b)
FCF Margin = 5.05% (FCF TTM 607.5m / Revenue TTM 12.03b)
Net Margin = 2.36% (Net Income TTM 284.4m / Revenue TTM 12.03b)
Gross Margin = 24.80% ((Revenue TTM 12.03b - Cost of Revenue TTM 9.04b) / Revenue TTM)
Gross Margin QoQ = 24.31% (prev 24.95%)
Tobins Q-Ratio = 1.56 (Enterprise Value 17.54b / Total Assets 11.25b)
Interest Expense / Debt = 1.30% (Interest Expense 35.3m / Debt 2.71b)
Taxrate = 28.55% (54.1m / 189.4m)
NOPAT = 492.5m (EBIT 689.3m * (1 - 28.55%))
Current Ratio = 1.30 (Total Current Assets 4.36b / Total Current Liabilities 3.35b)
Debt / Equity = 0.74 (Debt 2.71b / totalStockholderEquity, last quarter 3.64b)
Debt / EBITDA = 1.59 (Net Debt 1.47b / EBITDA 926.8m)
Debt / FCF = 2.43 (Net Debt 1.47b / FCF TTM 607.5m)
Total Stockholder Equity = 3.88b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.47% (Net Income 284.4m / Total Assets 11.25b)
RoE = 7.32% (Net Income TTM 284.4m / Total Stockholder Equity 3.88b)
RoCE = 11.26% (EBIT 689.3m / Capital Employed (Equity 3.88b + L.T.Debt 2.24b))
RoIC = 7.74% (NOPAT 492.5m / Invested Capital 6.36b)
WACC = 8.03% (E(16.06b)/V(18.77b) * Re(9.23%) + D(2.71b)/V(18.77b) * Rd(1.30%) * (1-Tc(0.29)))
Discount Rate = 9.23% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.69%
[DCF Debug] Terminal Value 76.76% ; FCFF base≈737.9m ; Y1≈682.1m ; Y5≈617.1m
Fair Price DCF = 80.28 (EV 10.95b - Net Debt 1.47b = Equity 9.48b / Shares 118.1m; r=8.03% [WACC]; 5y FCF grow -9.52% → 2.90% )
EPS Correlation: -51.81 | EPS CAGR: -46.84% | SUE: -4.0 | # QB: 0
Revenue Correlation: -21.54 | Revenue CAGR: -1.83% | SUE: -0.02 | # QB: 0
EPS next Quarter (2026-03-31): EPS=1.68 | Chg30d=-0.005 | Revisions Net=-2 | Analysts=12
EPS current Year (2026-09-30): EPS=7.08 | Chg30d=-0.012 | Revisions Net=-1 | Growth EPS=+15.6% | Growth Revenue=+7.5%
EPS next Year (2027-09-30): EPS=7.97 | Chg30d=-0.015 | Revisions Net=+0 | Growth EPS=+12.7% | Growth Revenue=+5.8%
P/E Forward = 19.1939
P/S = 1.3352
P/B = 4.4205
P/EG = 0.5438
Revenue TTM = 12.03b USD
EBIT TTM = 689.3m USD
EBITDA TTM = 926.8m USD
Long Term Debt = 2.24b USD (from longTermDebt, last quarter)
Short Term Debt = 111.0m USD (from shortTermDebt, last quarter)
Debt = 2.71b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.47b USD (from netDebt column, last quarter)
Enterprise Value = 17.54b USD (16.06b + Debt 2.71b - CCE 1.24b)
Interest Coverage Ratio = 4.73 (Ebit TTM 689.3m / Interest Expense TTM 145.8m)
EV/FCF = 28.87x (Enterprise Value 17.54b / FCF TTM 607.5m)
FCF Yield = 3.46% (FCF TTM 607.5m / Enterprise Value 17.54b)
FCF Margin = 5.05% (FCF TTM 607.5m / Revenue TTM 12.03b)
Net Margin = 2.36% (Net Income TTM 284.4m / Revenue TTM 12.03b)
Gross Margin = 24.80% ((Revenue TTM 12.03b - Cost of Revenue TTM 9.04b) / Revenue TTM)
Gross Margin QoQ = 24.31% (prev 24.95%)
Tobins Q-Ratio = 1.56 (Enterprise Value 17.54b / Total Assets 11.25b)
Interest Expense / Debt = 1.30% (Interest Expense 35.3m / Debt 2.71b)
Taxrate = 28.55% (54.1m / 189.4m)
NOPAT = 492.5m (EBIT 689.3m * (1 - 28.55%))
Current Ratio = 1.30 (Total Current Assets 4.36b / Total Current Liabilities 3.35b)
Debt / Equity = 0.74 (Debt 2.71b / totalStockholderEquity, last quarter 3.64b)
Debt / EBITDA = 1.59 (Net Debt 1.47b / EBITDA 926.8m)
Debt / FCF = 2.43 (Net Debt 1.47b / FCF TTM 607.5m)
Total Stockholder Equity = 3.88b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.47% (Net Income 284.4m / Total Assets 11.25b)
RoE = 7.32% (Net Income TTM 284.4m / Total Stockholder Equity 3.88b)
RoCE = 11.26% (EBIT 689.3m / Capital Employed (Equity 3.88b + L.T.Debt 2.24b))
RoIC = 7.74% (NOPAT 492.5m / Invested Capital 6.36b)
WACC = 8.03% (E(16.06b)/V(18.77b) * Re(9.23%) + D(2.71b)/V(18.77b) * Rd(1.30%) * (1-Tc(0.29)))
Discount Rate = 9.23% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.69%
[DCF Debug] Terminal Value 76.76% ; FCFF base≈737.9m ; Y1≈682.1m ; Y5≈617.1m
Fair Price DCF = 80.28 (EV 10.95b - Net Debt 1.47b = Equity 9.48b / Shares 118.1m; r=8.03% [WACC]; 5y FCF grow -9.52% → 2.90% )
EPS Correlation: -51.81 | EPS CAGR: -46.84% | SUE: -4.0 | # QB: 0
Revenue Correlation: -21.54 | Revenue CAGR: -1.83% | SUE: -0.02 | # QB: 0
EPS next Quarter (2026-03-31): EPS=1.68 | Chg30d=-0.005 | Revisions Net=-2 | Analysts=12
EPS current Year (2026-09-30): EPS=7.08 | Chg30d=-0.012 | Revisions Net=-1 | Growth EPS=+15.6% | Growth Revenue=+7.5%
EPS next Year (2027-09-30): EPS=7.97 | Chg30d=-0.015 | Revisions Net=+0 | Growth EPS=+12.7% | Growth Revenue=+5.8%