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ACM vs J
Which Stock Would AI Choose? AECOM (ACM) vs. Jacobs Solutions (J) Stock Comparison
Key Takeaways
- AECOM (ACM) offers a more attractive valuation with a trailing P/E ratio of approximately 18 compared to Jacobs Solutions' (J) 35, alongside higher revenue of $16 billion versus $13 billion.
- Recent market activity has pressured both stocks, with ACM down around 15% YTD and J down about 11%, reflecting broader industrials sector volatility.
- J demonstrates stronger recent momentum through Q2 earnings beats, a record $27 billion backlog, and analyst price target upgrades, signaling robust demand in AI infrastructure.
- Analyst targets suggest significant upside for both, with ACM at around $129 (60% potential) and J at $154 (30% potential) from recent levels near $81 and $118.
- Both firms benefit from infrastructure tailwinds, but J's lower beta of 0.71 indicates relatively lower volatility compared to ACM's 1.0.
- Contract wins, such as ACM's USACE environmental deal and J's Sydney Metro project, support backlog growth amid public spending.
Introduction
AECOM (ACM) and Jacobs Solutions (J) are leading players in the engineering and construction sector, providing infrastructure consulting, design, and management services to governments and businesses worldwide. This stock comparison examines their relative performance, valuations, and market positioning in the current environment of heightened infrastructure demand driven by public investments and technology shifts like AI data centers. Traders seeking momentum and value investors hunting undervalued opportunities in industrials will find insights into key contrasts, recent developments, and factors influencing sentiment.
AECOM Overview and Recent Performance
AECOM (ACM), headquartered in Dallas, is a global leader in infrastructure consulting, offering advisory, planning, design, engineering, and management services across transportation, water, environmental, and energy markets. With approximately 51,000 employees and trailing twelve-month (TTM) revenue of $16 billion, the company serves diverse end-markets through its Americas, International, and Capital segments.
In recent market activity, ACM shares have traded around $81, down roughly 15% year-to-date amid broader sector pressures, though outperforming in some prior periods with positive one-year returns. Sentiment has been shaped by contract awards, including a U.S. Army Corps of Engineers (USACE) Baltimore District deal for environmental services highlighting per- and polyfluoroalkyl substances (PFAS, emerging contaminants) expertise, and involvement in the UK Infinity Fusion Consortium for fusion energy development. These wins bolster the backlog, while anticipation around fiscal Q2 earnings contributes to volatility. Trading at a trailing P/E of about 18 and forward P/E near 13, with analyst targets averaging $129, the stock appears value-oriented relative to growth prospects in infrastructure spending.
Jacobs Solutions Overview and Recent Performance
Jacobs Solutions (J) is a global provider of engineering, procurement, construction, and consulting services, focusing on infrastructure, advanced facilities, and sectors like water, transportation, healthcare, and technology. Employing around 60,000 people, it generated TTM revenue of $13.2 billion, operating through Critical Mission Solutions and Data & Digital Services segments.
Recent weeks have seen J shares hover near $118, reflecting a YTD decline of about 11% following earlier gains, influenced by market rotations away from high-valuation industrials. Positive catalysts include strong fiscal Q2 2026 results with 22% adjusted EPS growth to $1.75, 9% revenue increase, and a record $27 billion backlog, prompting analyst upgrades like RBC Capital's $169 target. Additional momentum stems from contracts such as Nashville mobility upgrades and Sydney Metro West station designs. At a trailing P/E around 35 but forward nearer 15, with average targets at $154, sentiment favors stability from AI-driven infrastructure demand despite recent pullbacks.
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Head-to-Head Comparison
AECOM (ACM) and Jacobs Solutions (J) share exposure to infrastructure and government contracts but differ in business models: ACM emphasizes consulting and design, while J integrates procurement and construction for broader execution. Growth drivers include public spending and tech infrastructure, with J's larger backlog providing a edge in visibility.
Recent momentum favors J post-earnings, though both face sector headwinds; ACM shows better YTD resilience in some metrics. Valuation contrasts highlight ACM's cheaper multiples (P/E 18 vs. 35) and higher revenue base, trading at a discount to peers. Risk profiles diverge with J's lower beta offering stability amid volatility. Market sentiment leans positive for both due to catalysts like AI data centers, but ACM appeals for value trade-offs while J for growth positioning.
Tickeron AI Verdict
Tickeron’s AI currently favors AECOM (ACM) due to its superior valuation (lower P/E and PEG), trend consistency in infrastructure contracts, and higher implied upside from analyst targets relative to recent pricing. While J exhibits strong backlog growth and earnings momentum, ACM's stability and catalysts position it for probabilistic outperformance in the near term.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ACM is a Hold and J is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ACM’s FA Score shows that 1 FA rating(s) are green whileJ’s FA Score has 0 green FA rating(s).
- ACM’s FA Score: 1 green, 4 red.
- J’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ACM’s TA Score shows that 5 TA indicator(s) are bullish while J’s TA Score has 7 bullish TA indicator(s).
- ACM’s TA Score: 5 bullish, 3 bearish.
- J’s TA Score: 7 bullish, 3 bearish.
Price Growth
ACM (@Engineering & Construction) experienced а -0.31% price change this week, while J (@Engineering & Construction) price change was -0.49% for the same time period.
The average weekly price growth across all stocks in the @Engineering & Construction industry was +3.46%. For the same industry, the average monthly price growth was +3.27%, and the average quarterly price growth was +23.25%.
Reported Earning Dates
ACM is expected to report earnings on Aug 10, 2026.
J is expected to report earnings on Aug 11, 2026.
Industries' Descriptions
@Engineering & Construction (+3.46% weekly)Engineering & Construction includes companies that engage in non-residential construction and contract services, including ventilation, heating and air conditioning (HVAC) services. The level/value of construction & engineering activity is one of the potentially relevant indicators of the health of businesses, and hence of the overall economy. Some of the large-cap U.S. companies in this industry include Jacobs Engineering Group Inc,, AECOM and Quanta Services, Inc.
| ACM | J | ACM / J | |
| Capitalization | 9.13B | 14.7B | 62% |
| EBITDA | 1.3B | 894M | 145% |
| Gain YTD | -24.942 | -5.224 | 477% |
| P/E Ratio | 14.84 | 36.82 | 40% |
| Revenue | 16B | 13.2B | 121% |
| Total Cash | 1.03B | 1.37B | 75% |
| Total Debt | 3.22B | 4.56B | 71% |
ACM | J | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 4 | 34 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 30 Undervalued | 37 Fair valued | |
PROFIT vs RISK RATING 1..100 | 88 | 79 | |
SMR RATING 1..100 | 43 | 69 | |
PRICE GROWTH RATING 1..100 | 77 | 51 | |
P/E GROWTH RATING 1..100 | 88 | 69 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ACM's Valuation (30) in the Engineering And Construction industry is in the same range as J (37) in the null industry. This means that ACM’s stock grew similarly to J’s over the last 12 months.
J's Profit vs Risk Rating (79) in the null industry is in the same range as ACM (88) in the Engineering And Construction industry. This means that J’s stock grew similarly to ACM’s over the last 12 months.
ACM's SMR Rating (43) in the Engineering And Construction industry is in the same range as J (69) in the null industry. This means that ACM’s stock grew similarly to J’s over the last 12 months.
J's Price Growth Rating (51) in the null industry is in the same range as ACM (77) in the Engineering And Construction industry. This means that J’s stock grew similarly to ACM’s over the last 12 months.
J's P/E Growth Rating (69) in the null industry is in the same range as ACM (88) in the Engineering And Construction industry. This means that J’s stock grew similarly to ACM’s over the last 12 months.
| ACM | J | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 69% | 1 day ago 82% |
| Stochastic ODDS (%) | 1 day ago 58% | 1 day ago 51% |
| Momentum ODDS (%) | 1 day ago 59% | 1 day ago 71% |
| MACD ODDS (%) | 1 day ago 56% | 1 day ago 64% |
| TrendWeek ODDS (%) | 1 day ago 57% | 1 day ago 54% |
| TrendMonth ODDS (%) | 1 day ago 61% | 1 day ago 61% |
| Advances ODDS (%) | 6 days ago 54% | 6 days ago 52% |
| Declines ODDS (%) | 10 days ago 57% | 10 days ago 51% |
| BollingerBands ODDS (%) | 1 day ago 61% | 1 day ago 49% |
| Aroon ODDS (%) | 1 day ago 59% | 1 day ago 56% |
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ACM and
Correlation & Price change
A.I.dvisor indicates that over the last year, ACM has been loosely correlated with J. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if ACM jumps, then J could also see price increases.
| Ticker / NAME | Correlation To ACM | 1D Price Change % | ||
|---|---|---|---|---|
| ACM | 100% | +2.13% | ||
| J - ACM | 63% Loosely correlated | +0.20% | ||
| STN - ACM | 55% Loosely correlated | +0.56% | ||
| TTEK - ACM | 51% Loosely correlated | +1.32% | ||
| EXPO - ACM | 43% Loosely correlated | +0.24% | ||
| KBR - ACM | 39% Loosely correlated | +0.60% | ||
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