APi Group Corporation (APG) vs Jacobs Solutions Inc. (J)

APi Group Corporation and Jacobs Solutions Inc. are both Engineering & Construction companies. APi Group Corporation and Jacobs Solutions Inc. are of similar size ($16.5B and $15.8B). APi Group Corporation has negative trailing earnings, so its P/E is not meaningful; Jacobs Solutions Inc. trades at 48.7×. Jacobs Solutions Inc. grew revenue faster over the last twelve months: 20.1% against 14.1%. Jacobs Solutions Inc. has the higher net margin (2.38% vs −2.94%) and the higher return on invested capital (7.19% vs 6.11%). Across the 21 metrics below, APi Group Corporation leads on 12 and Jacobs Solutions Inc. on 9.

Valuation

Metric APG J Engineering & Construction median
P/E n/m 48.72 28.59
P/S 1.97 1.15 1.15
P/B 4.74 5.01 3.96
Price to free cash flow 23.86 25.10 25.24
EV/EBITDA 20.47 22.11 14.87
EV/Sales 2.29 1.37 1.42
Earnings yield (1.72%) 2.05% 2.47%
Free cash flow yield 4.19% 3.98% 1.91%

Profitability

Metric APG J Engineering & Construction median
Gross margin 31.44% 22.07% 18.76%
Operating margin 7.17% 4.57% 6.26%
Net margin (2.94%) 2.38% 2.23%
Free cash flow margin 8.27% 4.56% 1.83%
Return on equity (7.42%) 9.56% 7.90%
Return on assets (2.68%) 2.92% 0.87%
Return on invested capital 6.11% 7.19% 2.52%

Growth

Metric APG J Engineering & Construction median
Revenue growth (TTM) 14.09% 20.14% 16.67%
EPS growth (last fiscal year) (23.21%) (62.34%) —
Revenue growth, 5-year CAGR 17.14% (2.38%) 11.76%
Net income growth, 5-year CAGR 0.00% (10.07%) 0.00%

Health

Metric APG J Engineering & Construction median
Debt to equity 1.00 1.10 0.40
Current ratio 1.39 1.29 1.39
Net debt to EBITDA 2.10 0.91 0.38

Dividend

Metric APG J Engineering & Construction median
Dividend yield — 0.80% 0.65%
Payout ratio 0.00 0.17 0.00

Size

Metric APG J Engineering & Construction median
Market cap 16.50b 15.84b 1.31b

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