Jacobs Solutions Inc. (J) fair value: what the stock is really worth
As of Nov 4, 2026: fair value (intrinsic value) of Jacobs Solutions Inc. stock $82.59, price $160, that is 48.4% below the price, quality 65 out of 100. Rating: strongly overvalued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 3, 2026.
How to read this chart
60‑month range $86.71 – $162.71 · fair‑value band $54.07 – $111.12 · the $160.11 price screens above the $82.59 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 3, 2026.
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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.
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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.
Stock analysis
Jacobs Solutions Inc. (J) currently trades at $160.11, while our model-based Fair Value estimate is $82.59, 48% below the price, so the stock looks overvalued today.
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Valuation
Bull case: the Growth DCF group reads highest at a median of $97.05 per share, and 0 of the 24 models we run sit above the $160.11 price.
Bear case: the Earnings-Based group reads lowest at $15.46, and 24 of the 24 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $54.07 (bear) to $111.12 (bull), the price of $160.11 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 65/100 (solid quality), in the Industrials sector.
Mixed Growth: Spin-off in 2025: revenue and profit before it include the divested business. Growth is measured afresh from 2025.
Jacobs Solutions Inc. reported revenue of $12.0B in FY2025 versus $14.1B in FY2021, a compound −3.9%/yr. Reported net income was $290M in FY2025, compounding −11.7%/yr from FY2021.
Key figures
Market cap $19.1B Large · P/E ratio 51.8 · P/S ratio 1.34 · EPS (TTM) $3.09 · Dividend yield 0.8% · Net margin 2.4% · Return on equity 8.0% · Return on assets (EBIT) 5.3%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 37 out of 100 (low confidence).
What moves the price
The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat.
The share trades at its 52-week high and 50% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −27% fair-value upside, at −48%, J screens richer than that median.
Fair Value models
Bear$54.07Fair Value $82.59Bull$111.12
Price $160.11 · Downside -48.4%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 12 months old). Earnings retained since then ($1.73 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, 2 officers or directors bought shares worth $477,651, most recently on May 15, 2026. Over the same period, one person sold shares worth $2.5M. Buying cluster
SalePatrick HillPRESIDENT17,201 shares at $144.10$2.5MAug 7, 2026
BuyManuel J FernandezDirector3× since Nov 24, 2025: 1,419 shares, avg. $125.02$177,401May 13, 2026
SaleShannon MillerPresident1,440 shares at $134.13$193,147Mar 6, 2026
BuyPeter J RobertsonDirector1,000 shares at $134.76$134,760Nov 24, 2025
BuyVenkatesh NathamuniChief Financial Officer750 shares at $135.11$101,333Nov 24, 2025
Plus 4 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.55/100
Spin-off in 2025: revenue and profit before it include the divested business. Growth is measured afresh from 2025.
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−6.5%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−2.0%
Revenue growth 41 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+10.4%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate.
−7.2%
Earnings growth per share plus dividend.
Earnings per share, growth per year−8.0%
Dividend (yield on the price)0.8%
Per share before 2025divided by the spin-off factor 1.01
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−8.0% vs 0.2%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.4% → 7%
Pace: the 5-year rate starts in 2020 (pandemic)
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+16.2%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+12.2%
Yearly sales growth analysts expect, extended to five years.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +13.5% a year for the price and +9.6% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (100 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Hype
Recent news coverage is unusually upbeat, far more positive than stocks are typically covered.
AI conclusion: Rolling out data center digital twin technology at an NVIDIA facility strengthens operational reach, yet thin evidence of any durable moat and low net margins limit lasting advantage.
Main risk: Generative AI efficiencies might reduce the hours required for design, consulting and project work at Jacobs, pressuring revenue from its reimbursable contracts as clients capture the savings.
Bull case: Jacobs could leverage its NVIDIA digital-twin partnership and data-center capabilities to shift toward higher-value, outcome-based or recurring digital services that retain more of the efficiency gains.
Bear case: If clients demand all AI-driven savings and government contract flows become more volatile, Jacobs might face sustained margin pressure and less predictable project volumes in its core engineering and consulting activities.
Jacobs is rolling out its data center digital twin technology at an NVIDIA R&D facility under a three-year deal. This moves the firm deeper into operational AI infrastructure support beyond traditional design and build work. Our models see the stock as overvalued. Will the new digital capabilities generate steadier software-like revenue streams or stay a modest extension of project work?
Price, fair value, quality and upside side by side.
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Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Engineering & Construction · 789 stocks
Beats the industry median on 5/14 measures
Overall it trails its industry peers.
Valuation
Quality Score65 · Top 25%
Fair Value upside−48.4% · Bottom 25%
Profitability
Return on equity (12 months)8.0% · Above median
Return on assets2.6% · Below median
Net margin (12 months)2.4% · Below median
Operating margin (12 months)7.4% · Above median
Growth and dividend
Revenue growth (quarter YoY)34.5% · Top 25%
Dividend yield (12 months)0.8% · Bottom 25%
Balance sheet
Debt / equity0.61× · Highest 25%
Valuation Multiplesvs Engineering & Construction median · lower = cheaper
P/E (12 months)51.8× · Priciest 25%
P/B5.23× · book value is mostly goodwill ⓘGoodwill and other intangible assets are larger than the equity. The book value mainly reflects prices paid for past acquisitions, so we do not rank this P/B against the peer group.
P/S (12 months)1.34× · Pricier than median
Price / free cash flow31.4× · Priciest 25%
EV/EBITDA19.0× · Priciest 25%
PEG0.43× · Cheapest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 34
FUTURE (revenue growth)100· sector 20
PAST (return on equity)32· sector 29
HEALTH (low debt)69· sector 94
DIVIDEND (yield)17· sector 44
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "Jacobs Solutions Inc. Fair Value". https://www.fairvalue-calculator.com/stock/J
Frequently asked questions
Is Jacobs Solutions Inc. (J) overvalued or undervalued?
As of Nov 3, 2026, our model estimates a fair value of $82.59 versus a price of $160.11, about 48% lower (overvalued).
What is the fair value of J?
Our model-based fair value for Jacobs Solutions Inc. is $82.59 (as of Nov 3, 2026), built from audited fundamentals. The current price: $160.11.
What is the quality score of J?
Jacobs Solutions Inc. has a Quality Score of 65/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Jacobs Solutions Inc. (J)?
Our model-based price target is the fair value of $82.59 (as of Nov 3, 2026) from 24 valuation models. Cautious scenario $54.07, optimistic scenario $111.12. It is a calculation from audited fundamentals, not an analyst target.
What is the Jacobs Solutions Inc. stock forecast for 2026?
Our models put fair value at $82.59, about 48% lower versus a price of $160.11 (overvalued). Cautious scenario $54.07, optimistic scenario $111.12. The calculation is refreshed regularly with new filings.
What is the revenue of Jacobs Solutions Inc. (J)?
Jacobs Solutions Inc. reported trailing-twelve-month revenue of about $14.2B (latest available figure, as of Nov 3, 2026).
Does Jacobs Solutions Inc. pay a dividend?
Jacobs Solutions Inc. currently shows a dividend yield of 0.85% relative to its recent price (as of Nov 3, 2026).
What growth is priced into Jacobs Solutions Inc. (J)?
For today's price to be fair in a discounted-cash-flow model, Jacobs Solutions Inc. would have to grow free cash flow by +16.2 % per year for five years (discount rate 8.5 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew -2.4 % per year. As of Nov 3, 2026.
What discount rate (WACC) does the fair value of J use?
Our models discount Jacobs Solutions Inc. at 8.5 %: a base by market capitalisation (large), damped by beta 0.70, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Jacobs Solutions Inc. that is +16.2 % per year a year over ten years, using the same discount rate (8.5 %) and the same formula as our fair value.
How much growth has Jacobs Solutions Inc. (J) delivered so far?
Over the past 5 years revenue at Jacobs Solutions Inc. grew -2.4 % a year. The price currently implies +16.2 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Jacobs Solutions Inc. (J) growing?
The median revenue growth in the sector is +7.8 % a year. That is the yardstick for the growth priced into Jacobs Solutions Inc. (+16.2 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Jacobs Solutions Inc. (J)?
The free-cash-flow yield on the price is 3.19 %: that much free cash flow Jacobs Solutions Inc. produces per unit of market value. When it exceeds the discount rate of our models (8.5 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Jacobs Solutions Inc. (J)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Jacobs Solutions Inc. it is $82.59 per share (as of Nov 3, 2026), against a price of $160.11. It is the blended result of 24 valuation models (cash flow, earnings, asset, dividend).
Is Jacobs Solutions Inc. stock overvalued or undervalued in 2026?
As of Nov 3, 2026, J trades above its calculated fair value: price $160.11, fair value $82.59, a gap of about −48% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of J?
No. The price is what the market pays today ($160.11); the fair value is what the company's own numbers justify ($82.59). For Jacobs Solutions Inc. the two are $77.52 per share apart. That gap is exactly why we show both numbers side by side.
How much is Jacobs Solutions Inc. worth?
The market values Jacobs Solutions Inc. at about $19.1B (market capitalisation, as of Nov 3, 2026). Per share that is $160.11; our models calculate a fair value of $82.59 per share.
What do the bullish and bearish scenarios say about J?
Our models span a range for Jacobs Solutions Inc.: cautious scenario $54.07, base $82.59, optimistic $111.12 per share (as of Nov 3, 2026, price $160.11). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of J?
Jacobs Solutions Inc. trades at a price-to-earnings ratio of 51.8 (as of Nov 3, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $82.59 is built from several models across several years. Other multiples: PEG 0.4, P/B 5.2, P/S 1.3, EV/EBITDA 19.0.
What is the PEG ratio of J?
The PEG ratio of Jacobs Solutions Inc. is 0.43 (P/E divided by earnings growth, as of Nov 3, 2026). That is below 1, so growth is priced more cheaply than the earnings multiple alone suggests.
How solid is the balance sheet of Jacobs Solutions Inc. (J)?
Balance-sheet figures for Jacobs Solutions Inc. (as of Nov 3, 2026): return on equity 8.0%, debt of 0.61 per unit of equity. They feed the Quality Score of 65/100, which measures business quality independently of the share price.
How far is J from its 52-week high?
Jacobs Solutions Inc. trades at $160.11, at its 52-week high of $160.24 and 50% above the low of $106.67 (as of Nov 4, 2026). Distance from the high says nothing about value: that is what the fair value of $82.59 is for.
Which stocks are comparable to Jacobs Solutions Inc.?
From the same area (Industrials) we also value Quanta Services, Inc, Vinci SA, Larsen & Toubro Limited, Comfort Systems USA, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Jacobs Solutions Inc. stock attractive at the current price?
The data as of Nov 3, 2026: price $160.11, calculated fair value $82.59 (−48%), Quality Score 65/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of J calculated?
We run Jacobs Solutions Inc. through 24 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of $82.59, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 15.5% above its aggregate fair value. Jacobs Solutions Inc. itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Jacobs Solutions Inc. (J)?
The closing price on Nov 4, 2026 was $160.11. Our model-based fair value is $82.59, about 48% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Jacobs Solutions Inc. right now?
The price sits above even our optimistic bull case ($111.12). The favourable scenario is already priced in. Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder. A fairly wide model range ($54.07 to $111.12) leaves room in how you read the outcome.
Where does the earnings growth of Jacobs Solutions Inc. (J) come from?
Earnings per share at Jacobs Solutions Inc. grew +8.8 % a year from 2014 to 2025. Broken into its drivers: revenue per share −0.2 %, EBIT margin +6.6 %, tax rate +1.5 %, residual (interest, one-offs) +0.8 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Jacobs Solutions Inc.
How large is the market capitalisation of Jacobs Solutions Inc. (J)?
The market capitalisation of Jacobs Solutions Inc. is $19.1B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Jacobs Solutions Inc. (J)?
The price-to-sales ratio of Jacobs Solutions Inc. is 1.34 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Jacobs Solutions Inc. (J)?
Earnings per share at Jacobs Solutions Inc. are $3.09 (price ÷ EPS = P/E 51.8). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Jacobs Solutions Inc. (J)?
The dividend yield of Jacobs Solutions Inc. is 0.8% (payout 44.0%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Jacobs Solutions Inc. (J)?
The net margin of Jacobs Solutions Inc. is 2.4% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Jacobs Solutions Inc. (J)?
The return on equity (ROE) of Jacobs Solutions Inc. is 8.0% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Jacobs Solutions Inc. (J)?
On an EBIT basis the return on assets of Jacobs Solutions Inc. is 5.3% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Jacobs Solutions Inc. (J)?
The operating margin of Jacobs Solutions Inc. is 7.4% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Jacobs Solutions Inc. (J)?
Revenue at Jacobs Solutions Inc. is growing +34.5% versus a year earlier (3y avg +7.1%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Jacobs Solutions Inc. (J)?
Earnings per share at Jacobs Solutions Inc. are growing −25.4% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Jacobs Solutions Inc. (J) carry?
The net debt of Jacobs Solutions Inc. is $1.5B (fiscal year 2025, ≈ 2.4 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Nov 3, 2026