Where Does Jacobs Solutions Stock Rank Among Competitors?
Jacobs Solutions’ stock has largely held its ground over the past year, significantly outperforming its peers amidst challenging market conditions. The company exhibits impressive revenue growth, indicating rapid scaling. A closer look reveals improving profitability margins, though still relatively lower than some rivals. Its elevated valuation, with a notably higher PE ratio, presents a premium that could limit significant upside without continued strong operational efficiency and growth.
- J’s 7.2% operating margin, lowest vs PHM’s 19.3%, reflects its service-heavy model vs. homebuilders’ asset-heavy construction.
- J’s 61.5% LTM revenue growth, outpacing homebuilders, stems from infrastructure/tech demand and strategic acquisitions.
- J’s PE of 31.5 and 0.8% decline (peers fell more) indicate resilience from diversified contracts and infrastructure tailwinds.
Here’s how Jacobs Solutions stacks up across size, valuation, and profitability versus key peers.
| J | DHI | LEN | PHM | NVR | TOL | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 15.5 | 41.8 | 29.7 | 22.5 | 20.6 | 12.4 |
| Revenue ($ Bil) | 11.8 | 34.6 | 34.8 | 17.6 | 10.5 | 10.9 |
| PE Ratio | 31.5 | 10.5 | 11.1 | 8.5 | 14.4 | 9.0 |
| LTM Revenue Growth | 61.5% | -7.3% | -4.7% | 1.8% | 3.4% | 3.3% |
| LTM Operating Margin | 7.2% | 14.2% | 10.0% | 19.3% | 17.0% | 16.3% |
| LTM FCF Margin | 3.5% | 8.1% | -2.1% | 8.8% | 12.3% | 8.4% |
| 12M Market Return | -0.8% | -14.8% | -29.7% | -10.0% | -20.4% | -16.2% |
For more details on Jacobs Solutions, read Buy or Sell J Stock. Below we compare J’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| J | 61.5% | 6.0% | 10.9% | -30.6% |
| DHI | -7.3% | 3.8% | 5.9% | 20.5% |
| LEN | -4.7% | 3.5% | 1.7% | 24.1% |
| PHM | 1.8% | 11.7% | 0.4% | 16.5% |
| NVR | 3.4% | 10.6% | -9.5% | 17.6% |
| TOL | 3.3% | 8.5% | -2.7% | 16.9% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| J | 7.2% | 6.0% | 6.2% | 5.5% |
| DHI | 14.2% | 16.1% | 17.2% | 22.6% |
| LEN | 10.0% | 13.7% | 15.9% | 20.2% |
| PHM | 19.3% | 21.7% | 21.1% | 21.5% |
| NVR | 17.0% | 18.9% | 18.9% | 21.4% |
| TOL | 16.3% | 18.8% | 17.3% | 14.7% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| J | 31.5 | 20.8 | 24.7 | 24.0 |
| DHI | 10.5 | 9.7 | 10.9 | 5.4 |
| LEN | 11.1 | 9.4 | 10.7 | 5.7 |
| PHM | 8.5 | 7.4 | 8.7 | 4.1 |
| NVR | 14.4 | 15.1 | 14.2 | 8.8 |
| TOL | 9.0 | 8.3 | 8.2 | 4.5 |
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