Added to YB: 2025-12-29
Pitch date: 2025-12-24
BAH [bullish]
Booz Allen Hamilton Holding Corporation
Author Info
No bio for this author
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
$10.3B
Pitch Price
N/A
Price Target
N/A
Dividend
2.58%
EV/EBITDA
9.92
P/E
13.02
EV/Sales
1.17
Sector
Professional Services
Category
turnaround
Booz Allen: Betting on the Beltway
BAH: Gov IT contractor in 50% drawdown due to DOGE civil contract cuts (-8% rev, -29% FCF). Civil biz stabilized post-DOGE disbanding. Defense/intel (65% rev) has unique moat: 72% employees w/ security clearances, 56% new contract win rate, 92% renewal rate. Military spending +$150B, defense stocks rallying. Trades 11x EV/EBITDA, 30% discount to historical. CEO bought $2M at $85.
Read full article (5 min)