AECOM (ACM) vs Jacobs Solutions (J)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Jacobs Solutions (J) has outperformed AECOM (ACM) over the past year, losing 12.2% versus a loss of 55.0%. Over five years, J leads with a +23.1% price change compared with -8.2% for ACM. Jacobs Solutions is the larger company by market cap ($15.96 billion vs $7.50 billion), about 2.1 times the size.
On valuation, AECOM trades at a lower forward P/E (9.1x vs 16.5x for Jacobs Solutions). AECOM offers the higher dividend yield (2.04% vs 1.00%). AECOM converts more of its revenue into profit, with a net margin of 3.5% versus 2.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ACM | J |
|---|---|---|
| Share price | $58.28 | $136.35 |
| Market cap | $7.50B | $15.96B |
| 1-day change | -3.13% | -2.07% |
| YTD return | -38.86% | +2.94% |
| 1-year return | -54.97% | -12.21% |
| 5-year return | -8.22% | +23.05% |
| P/E ratio (TTM) | 21.19 | 46.22 |
| Forward P/E | 9.11 | 16.49 |
| EPS (TTM) | $2.75 | $2.95 |
| Dividend yield | 2.04% | 1.00% |
| Annual dividend | $1.19 | $1.36 |
| Revenue (latest FY) | $16.14B | $12.03B |
| Revenue growth (YoY) | +0.21% | +4.60% |
| Net income (latest FY) | $561.77M | $289.34M |
| Gross margin | 7.54% | 24.81% |
| Operating margin | 6.36% | 7.18% |
| Net margin | 3.48% | 2.41% |
| 52-week high | $135.52 | $168.44 |
| 52-week low | $56.39 | $105.68 |
| Distance from 52-week high | -57.00% | -19.05% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +47.70% | +19.16% |
| Average volume | 1.93M | 856.08K |
| Shares outstanding | 128.70M | 117.04M |
| Employees | 51,000 | 47,000 |
| Sector | Consumer Discretionary | Industrials |
| Industry | Military/Government/Technical | Military/Government/Technical |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Jacobs Solutions is about 2.1 times larger than AECOM by market value ($15.96B vs $7.50B).
- J has outperformed ACM by 42.8 percentage points over the past year.
- Jacobs Solutions trades at a higher earnings multiple (46.2x vs 21.2x trailing P/E).
- AECOM offers a meaningfully higher dividend yield (2.04% vs 1.00%).
- The two companies sit in different sectors: AECOM in Consumer Discretionary and Jacobs Solutions in Industrials.
About AECOM
ACM stock →AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations internationally. The company operates in three segments: Americas, International, and AECOM Capital.
Consumer Discretionary · Military/Government/Technical · 51,000 employees
About Jacobs Solutions
J stock →Jacobs Solutions Inc. engages in the infrastructure and advanced facilities, and consulting businesses in the United States, Europe, Canada, India, Asia, Australia, New Zealand, the Middle East, and Africa.
Industrials · Military/Government/Technical · 47,000 employees
ACM vs J FAQ
Which is bigger, AECOM or Jacobs Solutions?
Jacobs Solutions (J) is larger, with a market capitalization of $15.96B compared with $7.50B for AECOM (ACM).
Which stock has performed better over the past year, ACM or J?
J returned -12.21% over the past 12 months, compared with -54.97% for ACM (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ACM or J?
ACM has the lower trailing P/E at 21.2, versus 46.2 for J. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, AECOM or Jacobs Solutions?
AECOM has the higher yield at 2.04%, compared with 1.00% for Jacobs Solutions.
Are AECOM and Jacobs Solutions in the same industry?
Yes. Both are classified in the Military/Government/Technical industry within the Consumer Discretionary sector.