FER vs J

For growth investors, Ferrovial SE (FER) is the stronger pick with 5.

2% revenue growth year-over-year, versus 4. 6% for Jacobs Solutions Inc. (J). Jacobs Solutions Inc. (J) offers the better valuation at 46. 4x trailing P/E (15. 3x forward), making it the more compelling value choice. Analysts rate Ferrovial SE (FER) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Jacobs Solutions Inc.

(J) is the cheapest at 46. 4x versus Ferrovial SE at 46. 7x. On forward P/E, Jacobs Solutions Inc. is actually cheaper at 15. 3x.

Over the past 5 years, Ferrovial SE (FER) delivered a total return of +134.

3%, compared to -23. 2% for Jacobs Solutions Inc. (J). Over 10 years, the gap is even starker: FER returned +244. 3% versus J's -21. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Ferrovial SE (FER) is the lower-risk stock at 0.

95β versus Jacobs Solutions Inc. 's 1. 09β — meaning J is approximately 15% more volatile than FER relative to the S&P 500. On balance sheet safety, Jacobs Solutions Inc. (J) carries a lower debt/equity ratio of 58% versus 140% for Ferrovial SE — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Ferrovial SE (FER) is pulling ahead at 5.

2% versus 4. 6% for Jacobs Solutions Inc. (J). On earnings-per-share growth, the picture is similar: Jacobs Solutions Inc. grew EPS -62. 3% year-over-year, compared to -72. 3% for Ferrovial SE. Over a 3-year CAGR, FER leads at 8. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Ferrovial SE (FER) is the more profitable company, earning 9.

2% net margin versus 2. 4% for Jacobs Solutions Inc. — meaning it keeps 9. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FER leads at 12. 2% versus 7. 2% for J. At the gross margin level — before operating expenses — FER leads at 88. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Jacobs Solutions Inc.

(J) trades at 15. 3x forward P/E versus 67. 4x for Ferrovial SE — 52. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for J: 40. 8% to $155. 57.

All stocks in this comparison pay dividends.

Jacobs Solutions Inc. (J) offers the highest yield at 1. 2%, versus 0. 4% for Ferrovial SE (FER).

For long-horizon retirement investors, Jacobs Solutions Inc.

(J) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 09), 1. 2% yield). Both have compounded well over 10 years (J: -21. 5%, FER: +244. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

J pays a dividend while FER does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.