J vs STRL vs FLR Stock Comparison

Jacobs Solutions, Sterling Infrastructure and Fluor Prices as of Oct 27, 2026 Peers: Industry group
J Jacobs Solutions Inc.
$148.28 +7.2% 1M -7.9% 1Y
Market cap
$17.37B
P/E
51.6x
Revenue (TTM)
$14.22B
Div. yield
0.94%
Engineering and Construction Industrials
2 wins
FLR Fluor Corp
$46.18 -8.3% 1M -4.8% 1Y
Market cap
$6.26B
P/E
–
Revenue (TTM)
$15.54B
Div. yield
–
Engineering and Construction Industrials
1 win

Head to Head

11 decided of 12

Sterling Infrastructure leads on 8 of the 12 questions below (Sterling Infrastructure 8, Jacobs Solutions 2, Fluor 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionJSTRLFLRLeader
Larger companyMarket capitalisation $17.37B $11.28B $6.26B J
Cheaper on earningsLower P/E, profitable companies only 51.6x 26.1x -3.2x STRL
Cheaper on forward earningsLower price / next fiscal year consensus EPS 21.9x 19.6x 18.3x FLR
Faster revenue growthRevenue growth, trailing twelve months +20.1% +60.8% -4.8% STRL
More profitableNet margin, trailing twelve months 2.4% 12.5% -12.8% STRL
Better return on capitalReturn on invested capital 5.8% 29.2% 0.0% STRL
Less leveragedLower net debt / EBITDA 2.7x -0.3x 13.1x STRL
Higher dividend yieldTrailing dividend yield 0.94% — 0.00% –
Better 1-year returnPrice return, last 12 months -7.9% -2.5% -4.8% STRL
Better 5-year returnAnnualised price return, 5 years +5.2%/yr +72.8%/yr +18.5%/yr STRL
Less volatileAnnualised volatility, 1 year 33.0% 85.6% 48.4% J
Higher overall scoreMean of the five percentile scores vs peers 45/100 71/100 46/100 STRL

Percentile Scorecard

JSTRLFLR

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisJSTRLFLR
Valuation 37 #33 of 52 49 #27 of 52 31 #36 of 52
Growth 31 #26 of 37 86 #6 of 37 3 #36 of 37
Profitability 53 #18 of 37 97 #2 of 37 22 #29 of 37
Financial Health 45 #32 of 57 75 #15 of 57 71 #17 of 57
Shareholder Returns 62 #11 of 27 46 #15 of 27 100 #1 of 27
Overall 45 71 46
  • J ranked among 57 companies in Construction Services
  • STRL ranked among 57 companies in Construction Services
  • FLR ranked among 57 companies in Construction Services

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodJSTRLFLRSPY
1 month +7.2%-28.3%-8.3% -0.2%
3 months +5.4%-31.7%-6.4% +3.9%
6 months +17.3%-22.1%-8.6% +8.2%
Year to date +11.9%+20.0%+16.5% +12.9%
1 year -7.9%-2.5%-4.8% +12.3%
3 years +36.7%+418.5%+38.7% +87.4%
3 years, per year +11.0%+73.1%+11.5% +23.3%
5 years +28.7%+1,435.7%+133.1% +67.9%
5 years, per year +5.2%+72.8%+18.5% +10.9%
10 years +253.7%+4,685.2%-8.9% +261.1%
10 years, per year +13.5%+47.2%-0.9% +13.7%

Risk

MeasureJSTRLFLRSPY
Volatility, 1Y 33.0%85.6%48.4% 12.7%
Downside volatility, 1Y 36.0%81.7%49.3% 12.7%
Beta vs S&P 500, 1Y 0.773.391.86 1.00
Return / volatility, 1Y -0.24-0.03-0.10 0.97
Max drawdown, 5Y -34.8%-64.2%-47.6% -25.4%
From 52-week high -7.9%-63.0%-19.7% -1.2%
52-week high $161.00$993.74$57.49 $779.14
52-week low $107.27$283.57$39.63 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleJSTRLFLR
P/E now vs peer median 51.6xmedian 26.7x 26.1xmedian 26.7x -3.2xmedian 26.7x
P/S now vs peer median 1.2xmedian 0.8x 3.3xmedian 0.8x 0.4xmedian 0.8x
EV/EBITDA now vs peer median 22.4xmedian 13.1x 16.0xmedian 13.1x -28.4xmedian 13.1x
P/FCF now vs peer median 26.9xmedian 23.0x 23.4xmedian 23.0x -19.0xmedian 23.0x
P/B now vs peer median 5.3xmedian 2.4x 8.1xmedian 2.4x 2.2xmedian 2.4x
PEG now vs peer median -2.43median 0.57 0.14median 0.57 0.01median 0.57

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsJSTRLFLR
Revenue $14.22B $3.44B $15.54B
Gross profit $3.14B $818.59M -$124.00M
Operating income $649.64M $602.35M -$216.00M
Net income $301.35M $460.44M -$2.00B
Free cash flow $644.54M $482.00M -$330.00M
EPS (diluted) $2.85 $13.85 $-14.16
Cash & equivalents $1.17B $464.45M $2.92B
Total debt $3.58B $283.88M $1.07B
Shares (diluted) 118.90M 31.14M 141.00M
Enterprise value $12.02B $9.64B -$6.85B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricJSTRLFLR
P/E 51.6x 26.1x -3.2x
P/FCF 26.9x 23.4x -19.0x
P/Operating cash flow 23.6x 18.9x -21.8x
P/S 1.2x 3.3x 0.4x
P/B 5.3x 8.1x 2.2x
P/Tangible book 6.5x 15.4x 2.2x
EV/EBITDA 22.4x 16.0x -28.4x
EV/EBIT 30.4x 18.4x -19.9x
EV/Revenue 1.4x 3.2x 0.3x
EV/FCF 30.7x 23.0x -13.0x
EV/Operating cash flow 26.9x 18.6x -14.9x
PEG (3Y EPS CAGR) -2.43 0.14 0.01

Growth

14 metrics
MetricJSTRLFLR
Revenue growth (1Y) 20.1% 60.8% -4.8%
Revenue CAGR (3Y) 28.1% 22.6% 1.1%
Gross profit growth (1Y) 6.3% 72.5% -125.2%
Gross profit CAGR (3Y) 5.8% 39.4% -34.7%
Operating income growth (1Y) -23.4% 94.1% -172.0%
Operating income CAGR (3Y) 14.0% 49.7% -76.9%
Net income growth (1Y) -40.0% 51.3% -148.3%
Net income CAGR (3Y) -26.5% 55.4% -196.3%
EPS growth (1Y) -30.4% 49.5% -156.8%
EPS CAGR (3Y) -21.3% 183.9% -253.8%
Operating cash flow growth (1Y) 47.1% 20.3% -182.0%
Operating cash flow CAGR (3Y) -10.7% 18.6% -85.8%
Free cash flow growth (1Y) 56.4% 10.6% -235.8%
Free cash flow CAGR (3Y) -10.1% 18.8% -124.9%

Profitability

14 metrics
MetricJSTRLFLR
Gross margin 22.1% 23.8% -0.8%
EBITDA margin 6.2% 20.2% -1.0%
Operating margin 4.6% 17.5% -1.4%
Pretax margin 3.6% 17.5% -1.0%
Net margin 2.4% 12.5% -12.8%
FCF margin 4.5% 14.0% -2.1%
Operating cash flow margin 5.2% 17.4% -1.8%
Return on equity 9.2% 35.6% -69.0%
Return on assets 2.5% 15.4% -25.6%
Return on invested capital 5.8% 29.2% 0.0%
Return on capital employed 8.2% 35.5% -4.7%
Asset turnover 1.2x 1.2x 2.0x
Cash conversion (OCF / net income) 2.4x 1.3x 0.1x
Stock comp / revenue 0.5% 0.8% 0.2%

Financial Health

11 metrics
MetricJSTRLFLR
Debt / assets 30.5% 8.9% 14.2%
Debt / equity 1.1x 0.2x 0.4x
Net debt / EBITDA 2.7x -0.3x 13.1x
Debt / FCF 5.6x 0.6x -3.2x
Liabilities / assets 72.2% 56.5% 63.0%
Equity / assets 27.8% 43.5% 37.0%
Interest coverage 3.9x 36.1x -5.0x
Current ratio 1.3x 1.1x 1.8x
Quick ratio 1.6x 0.4x 1.7x
Cash ratio 0.3x 0.4x 1.0x
Altman Z-score 2.85 6.00 3.71

Shareholder Returns

7 metrics
MetricJSTRLFLR
Dividend yield 0.9% – –
Net buyback yield 3.9% 0.6% 20.4%
Shareholder yield 4.9% 0.6% 20.4%
Payout ratio (earnings) 53.6% – –
Payout ratio (FCF) 25.1% – –
Dividend growth (1Y) 6.9% – –
Dividend CAGR (3Y) 8.9% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusJSTRLFLR
Forward P/E 21.9xFY2026 19.6xFY2026 18.3xFY2026
EPS, next fiscal year $6.78FY2026 $18.73FY2026 $2.52FY2026
EPS growth, next FY +10.8%FY2026 +72.2%FY2026 +15.1%FY2026
EPS growth, the year after +27.6% +43.6% +24.6%
Revenue, next fiscal year $9.78BFY2026 $4.20BFY2026 $15.93BFY2026
Revenue growth, next FY -18.7%FY2026 +68.8%FY2026 +2.8%FY2026
Revenue growth, the year after -0.5% +12.4% +22.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersJSTRLFLR
Held by institutions 92.2% 85.7% 93.4%
Institutions holding 871 888 549
Change in shares held, QoQ +3.0% -6.1% +1.1%
Institutions buying 375 456 249
Institutions selling 360 366 222
Buyers to sellers 1.04 1.25 1.12

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

JSTRLFLR
J 1.00 0.07 0.22
STRL 0.07 1.00 0.46
FLR 0.22 0.46 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, J, STRL and FLR?

Jacobs Solutions (J) is the largest by market capitalisation: Jacobs Solutions (J) $17.37B, Sterling Infrastructure (STRL) $11.28B, Fluor (FLR) $6.26B.

Which stock is cheaper, J, STRL and FLR?

Sterling Infrastructure (STRL) trades on the lowest price-to-earnings ratio (Jacobs Solutions (J) 51.6x, Sterling Infrastructure (STRL) 26.1x, Fluor (FLR) -3.2x). On next year's consensus earnings, Fluor (FLR) is cheapest (Jacobs Solutions (J) 21.9x, Sterling Infrastructure (STRL) 19.6x, Fluor (FLR) 18.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Sterling Infrastructure (STRL) grew revenue fastest over the trailing twelve months: Jacobs Solutions (J) +20.1%, Sterling Infrastructure (STRL) +60.8%, Fluor (FLR) -4.8%.

Which company is more profitable?

Sterling Infrastructure (STRL) has the highest net margin (Jacobs Solutions (J) 2.4%, Sterling Infrastructure (STRL) 12.5%, Fluor (FLR) -12.8%). On return on invested capital, Sterling Infrastructure (STRL) leads (Jacobs Solutions (J) 5.8%, Sterling Infrastructure (STRL) 29.2%, Fluor (FLR) 0.0%).

Which stock has performed better?

Over the past year Sterling Infrastructure (STRL) returned the most: Jacobs Solutions (J) -7.9%, Sterling Infrastructure (STRL) -2.5%, Fluor (FLR) -4.8%. Over five years, Sterling Infrastructure (STRL) compounded fastest (Jacobs Solutions (J) +5.2%/yr, Sterling Infrastructure (STRL) +72.8%/yr, Fluor (FLR) +18.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Jacobs Solutions (J) 0.94%, Fluor (FLR) 0.00%. Sterling Infrastructure (STRL) and Fluor (FLR) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Jacobs Solutions (J) has been the steadiest (Jacobs Solutions (J) 33.0%, Sterling Infrastructure (STRL) 85.6%, Fluor (FLR) 48.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, J, STRL and FLR?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Sterling Infrastructure (STRL) leads on 8. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.