Jacobs Solutions Inc (J) is overvalued and Mastec Inc (MTZ) is slightly undervalued.
Against our estimates of intrinsic value, MTZ trades at the wider discount: a margin of safety of +8%, against -306% for J.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 8.3% (average of 3 methods) values the shares at $35.25; the price of $143.12 is 306% above that value, and 78% of that value comes from beyond year five.
Leak Score 14/100 on 3 of 12 signals
Discounting its cash flows at 12.4% (average of 3 methods) values the shares at $240.05; the price of $221.69 is 8% below that value, and 67% of that value comes from beyond year five.
Leak Score 41/100 on 9 of 12 signals
| Metric | J | MTZ |
|---|---|---|
| Verdict | Overvalued | Slightly undervalued |
| Price | $143.12 | $221.69 |
| Intrinsic value | $35.25 | $240.05 |
| Margin of safety | -306% | +8% |
| Leak Score | 14/100 (3/12) | 41/100 (9/12) |
| Market cap | $16.8B | $17.8B |
| Revenue growth, 5 years | -2.3% | 17.7% |
| Operating margin | 4.9% | 5.2% |
| Net margin | 2.4% | 3.1% |
| Return on equity | 10.1% | 15.4% |
| Debt to equity | 1.24 | 0.93 |
| P/E | 50.2x | 35.3x |
| Forward P/E | 17.3x | 17.6x |
| P/B | 5.1x | 5.0x |
| Dividend yield | 0.9% | — |