Jacobs Solutions is a global engineering and consulting firm providing design and project delivery for government, infrastructure, and advanced technology facility construction.
Jacobs provides engineering, consulting, and technical services for critical infrastructure projects across transportation, water, energy, and government sectors worldwide.
Data updated Feb 15 · Source: Twelve Data
Jacobs Solutions is a leading professional services firm specializing in engineering, consulting, and technical services across infrastructure, water, environmental, and advanced facilities sectors. The company is well-positioned to benefit from secular tailwinds including the U.S. Infrastructure Investment and Jobs Act, growing water infrastructure needs, and energy transition spending.
At a P/E of 19.61 with EPS of $6.77, the valuation appears reasonable for a high-quality services firm, though the stock sits roughly 21% below its 52-week high of $168.44, reflecting recent market softness. The 90-day decline of 14.3% may present an attractive entry point for patient investors. The company's recent separation of its Critical Mission Solutions business sharpens its focus on higher-margin infrastructure and environmental consulting.
Bull case: massive global infrastructure spending pipeline, asset-light business model with strong cash generation, and government-backed revenue visibility. Bear case: potential slowdown in government spending under fiscal tightening, integration risks from portfolio restructuring, and cyclical exposure to construction markets. The 5-year return of 43% demonstrates solid long-term compounding, though near-term momentum remains weak with the stock trading below its 50-day moving average.
You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: Jacobs Solutions Website: https://www.jacobs.com Ticker: J Categories: Construction & Materials Stocks, Infrastructure Stocks Market Data: - Current Price: $132.79 (0.97%) - Change (30D): 0.25% - Change (60D): -11.82% - Change (90D): -14.33% - Change (180D): 4.81% - Change (1Y): 2.90% - Change (5Y): 43.29% - 52-Week High: $168.44 - 52-Week Low: $105.18 - 50-Day MA: $137.87 - Volume: 1.83M - P/E Ratio: 19.61 - EPS (TTM): $6.77
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