Jacobs (J) Stock Analysis
This is a peer-relative look at Jacobs (J): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Commercial & Professional Services peers, so every number reads in context rather than in isolation.
Company Profile
| Profile Item | J |
|---|---|
| Name | Jacobs Solutions Inc. |
| Country/Region | United States |
| GICS Sector | Industrials |
| GICS Industry Group | Commercial & Professional Services |
| GICS Industry | Professional Services |
| GICS Sub-Industry | Research & Consulting Services |
| Market Capitalization | 17.43 billion USD |
| Currency | USD |
| Exchange | NYSE |
| Listing Date | March 17, 1980 |
| Security Type | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | Current stock: J | Industry group median |
|---|---|---|
| Total Return (1Y) | 3.06% | 10.68% |
| Total Return (3Y, Annualized) | 13.63% | 12.68% |
| Total Return (5Y, Annualized) | 6.41% | 3.62% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | Current stock: J | Industry group median |
|---|---|---|
| Volatility (1Y, Annualized) | 34.18% | 42.02% |
| Beta (5Y) | 0.68 | 0.79 |
| Max Drawdown (5Y) | -34.44% | -54.59% |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | Current stock: J | Industry group median |
|---|---|---|
| Sharpe Ratio (1Y) | -0.04 | 0.19 |
| Sortino Ratio (1Y) | -0.05 | 0.27 |
Profitability
ROE (TTM)
Jacobs (J) posts ROE of 8.00%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.
J
Commercial & Professional Services industry group
8.00%
Group distribution
- Max
- 47.06%
- Q3
- 25.43%
- Median
- 14.11%
- J
- 8.00%
- Q1
- 3.92%
- Min
- -20.15%
Largest peers
- RELX
- 131.86%
- ADP
- 78.94%
- CTAS
- 41.38%
- WM
- 31.68%
- RSG
- 18.48%
- TRI
- 14.11%
- J
- 8.00%
Net Margin (TTM)
Jacobs (J) keeps 2.38% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.
J
Commercial & Professional Services industry group
2.38%
Group distribution
- Max
- 23.28%
- Q3
- 11.35%
- Median
- 5.65%
- J
- 2.38%
- Q1
- 0.87%
- Min
- -8.60%
Largest peers
- RELX
- 23.27%
- ADP
- 20.33%
- TRI
- 19.69%
- CTAS
- 17.82%
- RSG
- 12.92%
- WM
- 11.78%
- J
- 2.38%
Operating Margin (TTM)
Jacobs (J) turns 7.39% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.
J
Commercial & Professional Services industry group
7.39%
Group distribution
- Max
- 38.50%
- Q3
- 18.84%
- Median
- 10.40%
- J
- 7.39%
- Q1
- 5.59%
- Min
- -12.00%
Largest peers
- RELX
- 32.01%
- ADP
- 26.73%
- CTAS
- 24.10%
- TRI
- 21.93%
- RSG
- 20.29%
- WM
- 19.08%
- J
- 7.39%
Profitability Metrics
| Metric | Current stock: J | Industry group median |
|---|---|---|
| ROE (TTM) | 8.00% | 14.11% |
| ROA (TTM) | 4.55% | 5.83% |
| Net Margin (TTM) | 2.38% | 5.65% |
| Operating Margin (TTM) | 7.39% | 10.40% |
| Gross Margin (TTM) | 22.07% | 36.58% |
Growth
Revenue Growth
Jacobs (J) grew revenue 4.60%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.
EPS Growth
Jacobs (J) grew earnings per share -62.34%, in the lower peer quartile. Per-share profits are advancing more slowly than at most peers, so margins, costs, or share count deserve a closer look.
Growth Metrics
| Metric | Current stock: J | Industry group median |
|---|---|---|
| Revenue Growth (YoY) | 4.60% | 6.05% |
| Revenue Growth (3Y CAGR) | 7.13% | 6.33% |
| EPS Growth (YoY) | -62.34% | 5.05% |
| EPS Growth (3Y CAGR) | -21.82% | 9.63% |
Financial Strength
Current Ratio (MRQ)
Jacobs (J) has current ratio of 1.29, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.
J
Commercial & Professional Services industry group
1.29
Group distribution
- Max
- 3.63
- Q3
- 2.14
- Median
- 1.55
- J
- 1.29
- Q1
- 1.09
- Min
- 0.45
Largest peers
- CTAS
- 1.45
- J
- 1.29
- TRI
- 1.08
- ADP
- 1.03
- WM
- 0.82
- RSG
- 0.75
- RELX
- 0.45
Debt / Equity (MRQ)
Jacobs (J) has debt-to-equity ratio of 1.25, in the higher-leverage quartile for its industry. The heavier reliance on borrowing can make earnings, rates, or refinancing conditions matter more.
J
Commercial & Professional Services industry group
1.25
Group distribution
- Max
- 2.37
- J
- 1.25
- Q3
- 1.25
- Median
- 0.88
- Q1
- 0.35
- Min
- 0.00
Largest peers
- RELX
- 7.10
- WM
- 2.37
- J
- 1.25
- RSG
- 1.17
- ADP
- 1.10
- CTAS
- 0.52
- TRI
- 0.36
Financial Strength Metrics
| Metric | Current stock: J | Industry group median |
|---|---|---|
| Current Ratio (MRQ) | 1.29 | 1.55 |
| Debt / Equity (MRQ) | 1.25 | 0.88 |
| Net Debt / EBITDA | 2.72 | 2.51 |
Dividends
Dividend Yield (TTM)
Jacobs (J) has dividend yield of 0.92%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.
J
Commercial & Professional Services industry group
0.92%
Group distribution
- Max
- 4.33%
- Q3
- 1.80%
- J
- 0.92%
- Median
- 0.60%
- Q1
- 0.00%
- Min
- 0.00%
Largest peers
- ADP
- 2.21%
- TRI
- 2.18%
- RELX
- 1.66%
- WM
- 1.52%
- RSG
- 1.02%
- J
- 0.92%
- CTAS
- 0.83%
Dividend Payout Ratio (TTM)
Jacobs (J) has payout ratio of 45.18%, above the industry’s usual payout band. A larger share of earnings is going to dividends, so the cushion narrows if profit weakens.
J
Commercial & Professional Services industry group
45.18%
Group distribution
- Max
- 99.58%
- J
- 45.18%
- Q3
- 41.99%
- Median
- 17.27%
- Q1
- 0.00%
- Min
- -17.94%
Largest peers
- TRI
- 79.09%
- ADP
- 60.28%
- RELX
- 53.59%
- WM
- 48.03%
- J
- 45.18%
- CTAS
- 36.88%
- RSG
- 35.25%
Dividend Metrics
| Metric | Current stock: J | Industry group median |
|---|---|---|
| Dividend Yield (TTM) | 0.92% | 0.60% |
| Dividend Payout Ratio (TTM) | 45.18% | 17.27% |
Valuation
P/E Ratio (TTM)
Jacobs (J) trades at P/E ratio of 49.47, in the richer earnings-multiple quartile for its industry. That premium needs support from growth, durable earnings, or stronger business quality.
J
Commercial & Professional Services industry group
49.47
Group distribution
- J
- 49.47
- Max
- 49.47
- Q3
- 33.76
- Median
- 24.16
- Q1
- 16.01
- Min
- 1.89
Largest peers
- J
- 49.47
- CTAS
- 43.86
- TRI
- 34.53
- RSG
- 34.19
- WM
- 31.01
- ADP
- 26.89
- RELX
- 24.05
P/S Ratio (TTM)
Jacobs (J) trades at 1.23 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.
J
Commercial & Professional Services industry group
1.23
Group distribution
- Max
- 7.17
- Q3
- 3.35
- Median
- 1.33
- J
- 1.23
- Q1
- 0.69
- Min
- 0.11
Largest peers
- CTAS
- 7.64
- RELX
- 7.17
- TRI
- 6.09
- ADP
- 5.38
- RSG
- 4.36
- WM
- 3.60
- J
- 1.23
P/B Ratio (MRQ)
Jacobs (J) trades at 5.34 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.
J
Commercial & Professional Services industry group
5.34
Group distribution
- Max
- 11.25
- Q3
- 6.08
- J
- 5.34
- Median
- 2.92
- Q1
- 1.55
- Min
- -2.78
Largest peers
- RELX
- 169.44
- ADP
- 23.57
- CTAS
- 17.07
- WM
- 9.52
- RSG
- 6.15
- J
- 5.34
- TRI
- 4.35
Valuation Metrics
| Metric | Current stock: J | Industry group median |
|---|---|---|
| P/E Ratio (TTM) | 49.47 | 24.16 |
| P/S Ratio (TTM) | 1.23 | 1.33 |
| P/B Ratio (MRQ) | 5.34 | 2.92 |
| Free Cash Flow Yield (TTM) | 3.71% | 5.35% |