Jacobs Solutions vs Sterling Infrastructure
J and STRL side by side, both in heavy construction other than building construction contractors. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How J and STRL compare
Jacobs Solutions is the larger company, worth 2.0 times as much as Sterling Infrastructure ($18.4B against $9.3B).
On earnings, Sterling Infrastructure is cheaper: it trades at 17.1× trailing earnings, against 53.3× for Jacobs Solutions.
Sterling Infrastructure grew revenue faster over the last twelve months (93.1% versus 20.1% for Jacobs Solutions).
Sterling Infrastructure keeps more of each dollar of sales as profit, with a net margin of 12.9% compared with 2.4% at Jacobs Solutions.
Jacobs Solutions pays a dividend yielding 0.89%; Sterling Infrastructure does not pay one.
Sterling Infrastructure scores higher on the StockData Score (22 against 8 for Jacobs Solutions), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | J | STRL |
|---|---|---|
| Size and price | ||
| Market cap | $18.4B | $9.3B |
| Share price | $157.11 | $303.85 |
| Change, 1 year | 2.4% | −21.0% |
| Change, 5 years | 7.3% | 959% |
| Beta (5Y) | 0.85 | 1.48 |
| Employees | 43K | 4,400 |
| StockData Score | ||
| Total score | 8 | 22 (better) |
| Valuation score | 0 | 5 (better) |
| Growth score | 2 | 6 (better) |
| Performance score | 1 | 6 (better) |
| Health score | 2 | 5 (better) |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 53.3× | 17.1× (better) |
| P/S | 1.3× (better) | 2.1× |
| P/B | 5.6× (better) | 6.1× |
| EV/EBITDA | 28.2× | 10.4× (better) |
| P/FCF | 28.5× | 19.7× (better) |
| PEG | – | 0.44 |
| FCF yield | 3.5% | 5.1% (better) |
| Fair value | $92.96 | $404.83 |
| Margin of safety | −69.0% | 24.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 20.1% | 93.1% (better) |
| Revenue growth, 5Y average | −2.4% | 15.2% (better) |
| Net income growth (TTM) | −31.3% | 75.5% (better) |
| EPS growth (TTM) | −26.4% | 74.5% (better) |
| EPS growth, 5Y average | −8.5% | 44.3% (better) |
| Profitability | ||
| Gross margin | 22.1% | 23.8% (better) |
| Operating margin | 4.6% | 18.2% (better) |
| Net margin | 2.4% | 12.9% (better) |
| FCF margin | 4.5% | 10.9% (better) |
| Return on equity | 9.6% | 43.3% (better) |
| Return on invested capital | 7.7% | 51.1% (better) |
| Financial health | ||
| Debt / equity | 1.10 | 0.06 (better) |
| Net debt / EBITDA | 3.26 (better) | −0.14 |
| Interest coverage | 3.9× | – |
| Current ratio | 1.29 (better) | 1.04 |
| Altman Z-score | 2.92 | 5.43 (better) |
| Piotroski F-score | 7 | 7 |
| Dividends and buybacks | ||
| Dividend yield | 0.89% | – |
| Payout ratio | 47.8% | – |
| Buyback yield | 3.7% (better) | 1.4% |
| Shareholder yield | 4.6% (better) | 1.4% |
| Ownership | ||
| Held by institutions | 92.2% | 86.3% |
| Held by insiders | 0.63% | 2.4% |
| Insider net buying, 12 months | −$2.2M (better) | −$96.3M |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 3.5% | 4.7% |
Go deeper
- J stock overview
- J income statement
- J valuation and score
- STRL stock overview
- STRL income statement
- STRL valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.