Aecom vs Jacobs Solutions
ACM and J side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ACM and J compare
Jacobs Solutions is the larger company, worth 2.0 times as much as Aecom ($18.4B against $9.0B).
On earnings, Aecom is cheaper: it trades at 32.2× trailing earnings, against 53.4× for Jacobs Solutions.
Jacobs Solutions grew revenue faster over the last twelve months (20.1% versus −4.2% for Aecom).
Jacobs Solutions keeps more of each dollar of sales as profit, with a net margin of 2.4% compared with 1.9% at Aecom.
Both pay dividends: Aecom yields 1.8% and Jacobs Solutions 0.89%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ACM | J |
|---|---|---|
| Size and price | ||
| Market cap | $9.0B | $18.4B |
| Share price | $70.11 | $157.47 |
| Change, 1 year | −46.8% | 2.1% |
| Change, 5 years | −4.0% | 7.5% |
| Beta (5Y) | 0.81 | 0.85 |
| Employees | 51K | 43K |
| StockData Score | ||
| Total score | 8 | 8 |
| Valuation score | 1 (better) | 0 |
| Growth score | 1 | 2 (better) |
| Performance score | 2 (better) | 1 |
| Health score | 1 | 2 (better) |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 32.2× (better) | 53.4× |
| P/S | 0.6× (better) | 1.3× |
| P/B | 4.1× (better) | 5.6× |
| EV/EBITDA | 15.3× (better) | 28.2× |
| P/FCF | 44.3× | 28.6× (better) |
| PEG | 1.31 | – |
| FCF yield | 2.3% | 3.5% (better) |
| Fair value | $66.82 | $92.01 |
| Margin of safety | −4.9% (better) | −71.2% |
| Growth | ||
| Revenue growth (TTM) | −4.2% | 20.1% (better) |
| Revenue growth, 5Y average | 4.0% (better) | −2.4% |
| Net income growth (TTM) | −53.1% | −31.3% (better) |
| EPS growth (TTM) | −52.5% | −26.4% (better) |
| EPS growth, 5Y average | – | −8.5% |
| Profitability | ||
| Gross margin | 5.7% | 22.1% (better) |
| Operating margin | 4.1% | 4.6% (better) |
| Net margin | 1.9% | 2.4% (better) |
| FCF margin | 1.3% | 4.5% (better) |
| Return on equity | 12.3% (better) | 9.6% |
| Return on invested capital | 14.4% (better) | 7.7% |
| Financial health | ||
| Debt / equity | 1.24 | 1.10 (better) |
| Net debt / EBITDA | 2.39 (better) | 3.26 |
| Interest coverage | 3.1× | 3.9× (better) |
| Current ratio | 1.06 | 1.29 (better) |
| Altman Z-score | 1.86 | 2.92 (better) |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Dividend yield | 1.8% (better) | 0.89% |
| Payout ratio | 52.0% | 47.8% |
| Buyback yield | 7.1% (better) | 3.7% |
| Shareholder yield | 8.9% (better) | 4.6% |
| Ownership | ||
| Held by institutions | 92.9% | 92.2% |
| Held by insiders | 0.66% | 0.63% |
| Insider net buying, 12 months | −$2.5M | −$2.2M (better) |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 4.6% | 3.5% |
Go deeper
- ACM stock overview
- ACM income statement
- ACM valuation and score
- J stock overview
- J income statement
- J valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.