Added to YB: 2025-10-20
Pitch date: 2025-08-29
CNXC [bullish]
Concentrix Corporation
-36.34%
current return
Author Info
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Company Info
Concentrix Corporation designs, builds, and runs integrated customer experience (CX) solutions worldwide.
Market Cap
$1.9B
Pitch Price
$50.93
Price Target
100.00 (+208%)
Dividend
4.74%
EV/EBITDA
4.14
P/E
-1.49
EV/Sales
0.72
Sector
Professional Services
Category
value
Show full summary:
Concentrix Corporation - $CNXC
CNXC: BPO company trading at 5.1x EBITDA despite stable 16% margins & $650M FCF (20% yield). AI threat overblown - only 7% low-complexity revenue (dropping to 5%). Launching AI products to enable customer adoption. 3.0x leverage declining to 2.5x, enabling $800M buybacks through FY27. Price target $100 (40% IRR) on 5.5x EBITDA multiple expansion.
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