InvestBattle | Quanta Services vs Jacobs Solutions

March 1, 2024by

As we noted in last week’s issue, over the past three months, one of the leaders of growth in the S&P 500 index has been the Construction & Engineering industry (+24%).

The largest companies in this industry (by market capitalization): Quanta Services ($33.8B) and Jacobs Solutions ($18.3B). They both provide infrastructure consulting services.

According to the latest quarterly reporting data, we analyzed each company’s profitability, strength, and efficiency criteria using the methodology of Stanford University professor Joseph Piotroski.

As you can see, in terms of fundamentals, both companies are currently performing quite strongly. Jacobs Solutions is superior to Quanta Services in terms of strenght. Both companies look attractive for medium- and long-term investments.

Over the past 3 months, Quanta Services stock has risen by +27%, and Jacobs Solutions by +17% (the S&P 500 index has risen by +12%). Quanta Services has not only outperformed its closest competitor, but also demonstrated better results compared to the index.

So, there is no single winner in today’s battle. Jacobs Solutions’ business looks healthier in terms of financing, but Quanta Services’ stock shows better dynamics.

* This is not an investment recommendation. It is up to each individual to decide which criteria to favor when making an investment decision, taking into account their goals and individual risk tolerance.
We offer personalized investment solutions that empower businesse owners and individuals to achieve their financial goals with confidence and control.