J Jacobs Solutions
too hard · 50
Owner-earnings value$82.88
Price$147.94
Margin of safety
-44.0%
Quality gate · 50/100
⚠ sub-hurdle returns (median roic 6% < 9%)
Median ROIC6.2%
Gross margin22.1%
Net debt / EBITDA1.6x
FCF conversion113%
Share count / yr-2.2%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 479.79M |
| Owner-earnings yield | 2.7% |
| Free-cash-flow yield | 3.7% |
| Growth used (normalized) | 7.1% |
| Market-implied growth (reverse DCF) | 21.6% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 514.02M | 7.1% | 471.58M |
| 2 | 548.33M | 6.7% | 461.52M |
| 3 | 582.41M | 6.2% | 449.73M |
| 4 | 615.93M | 5.8% | 436.34M |
| 5 | 648.55M | 5.3% | 421.52M |
| 6 | 679.93M | 4.8% | 405.42M |
| 7 | 709.69M | 4.4% | 388.23M |
| 8 | 737.51M | 3.9% | 370.13M |
| 9 | 763.02M | 3.5% | 351.31M |
| 10 | 785.91M | 3.0% | 331.98M |
Recent news
score · 8 articles
- Jacobs Solutions (J) Could Be 9% Below Fair Value On Its $750 Million Utah Win
- Jacobs Solutions (J) Lands Utah Canal Modernization Project
- 3 S&P 500 Stocks with Open Questions
- Can BWXT's Nuclear Cleanup Services Add a New Growth Avenue?
- Jacobs Solutions' Life Sciences, AI Businesses to Drive Growth, RBC Says
- 2 Cash-Producing Stocks on Our Buy List and 1 We Ignore
- 5 Revealing Analyst Questions From Jacobs Solutions’s Q2 Earnings Call
- Jacobs Solutions (J) Q3 2026 Earnings Call Transcript
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~22%/yr owner-earnings growth over 10y (reverse DCF); model credits 7%.