Jacobs Solutions Inc (J) Stock Analysis

Verdict: HOLD

AI data center EPCM wins and strong insider buying signal a bottom, despite margin pressure and a 32% drawdown from 52-week highs.

Investment score: 64/100

Analysis as of 2026-05-15

Is Jacobs Solutions Inc stock worth reviewing? AI model thesis

Jacobs is currently in a 'show-me' phase regarding margin expansion, but its dominance in AI power infrastructure and a 33% gap to analyst median targets makes the current price an attractive entry.

7-factor investment score

Valuation: 45/100 (weight 20%)
Financial Health: 65/100 (weight 15%)
Technical Momentum: 35/100 (weight 15%)
Earnings Quality: 75/100 (weight 15%)
Insider Sentiment: 90/100 (weight 10%)
Analyst Consensus: 85/100 (weight 10%)
Risk-Adjusted Return: 60/100 (weight 15%)

Jacobs Solutions Inc opportunities and risks

What speaks for J

AI Data Center Expansion

What speaks against J

Thin Net Margins and Cost Overruns

Peers and competitors

Trailing-twelve-month ratios
Ticker	P/E	P/S	EV/EBITDA	Gross margin	Net margin	FCF yield
J	35.2x	1.0x	18.6x	23.4%	2.9%	3.6%
ULS	57.4x	6.5x	26.4x	49.6%	11.2%	2.2%
EFX	27.3x	3.1x	12.9x	44.7%	11.1%	5.9%
LDOS	11.2x	0.9x	9.6x	17.5%	8.2%	11.7%
PL	n/a	43.7x	n/a	56.1%	-80.2%	0.4%
TRU	18.2x	2.7x	12.2x	52.7%	14.9%	5.4%
Peer median	18.2x	3.1x	12.2x	49.6%	11.1%	5.4%

Frequently asked questions about Jacobs Solutions Inc (J)

Is J stock a good investment?

The cached TradeMates AI model rates Jacobs Solutions Inc as HOLD with an investment score of 64/100. Jacobs is currently in a 'show-me' phase regarding margin expansion, but its dominance in AI power infrastructure and a 33% gap to analyst median targets makes the current price an attractive entry. This is algorithmic model output, not personal investment advice.

Is J stock a buy?

The TradeMates model verdict for J is HOLD with an investment score of 64/100. Treat this as a model signal to review, not a personal buy recommendation.