Added to YB: 2025-11-11
Pitch date: 2025-11-06
BAH [neutral]
Booz Allen Hamilton Holding Corporation
-5.42%
current return
Author Info
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Company Info
Booz Allen Hamilton Holding Corporation, a technology company, provides technology solutions using artificial intelligence, cyber, and other technologies for government’s cabinet-level departments and commercial customers in the United States and internationally.
Market Cap
$9.6B
Pitch Price
$84.53
Price Target
101.00 (+26%)
Dividend
2.98%
EV/EBITDA
9.55
P/E
11.79
EV/Sales
1.12
Sector
Professional Services
Category
turnaround
Booz Allen Hamilton - Uncivilized
BAH (wait): Stock down 32% YTD, 55% from highs on federal restructuring via DOGE/Project 2025. Civil segment revenue declining 20-30% while Defense (2/3 revenue) grows 5%. Trading 14x forward P/E, 12x EBITDA, 8% FCF yield vs 11% 5yr organic CAGR. Funded backlog down 6% YOY signals continued pressure. Catalyst needed: Civil stabilization or 2028 political shift for rebuilding boom.
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