Jacobs Solutions Inc (J) is overvalued and Quanta Services Inc (PWR) is overvalued.
Both trade above our estimate of their intrinsic value. PWR is the closer of the two: -210%, 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 10.6% (average of 3 methods) values the shares at $207.13; the price of $642.63 is 210% above that value, and 72% of that value comes from beyond year five.
Leak Score 55/100 on 10 of 12 signals
| Metric | J | PWR |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $143.12 | $642.63 |
| Intrinsic value | $35.25 | $207.13 |
| Margin of safety | -306% | -210% |
| Leak Score | 14/100 (3/12) | 55/100 (10/12) |
| Market cap | $16.8B | $96.6B |
| Revenue growth, 5 years | -2.3% | 20.5% |
| Operating margin | 4.9% | 6.4% |
| Net margin | 2.4% | 4.0% |
| Return on equity | 10.1% | 15.2% |
| Debt to equity | 1.24 | 0.69 |
| P/E | 50.2x | 73.6x |
| Forward P/E | 17.3x | 32.7x |
| P/B | 5.1x | 10.0x |
| Dividend yield | 0.9% | 0.1% |