Professional
Added to YB: 2026-01-15
Pitch date: 2026-01-13
BAH [bullish]
Booz Allen Hamilton Holding Corporation
-32.59%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
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
$8.9B
Pitch Price
$94.29
Price Target
N/A
Dividend
3.19%
EV/EBITDA
9.19
P/E
10.72
EV/Sales
1.09
Sector
Professional Services
Category
value
Upslope Capital Management New Position: Booz Allen Hamilton Holding Corporation
BAH (new position): Defense consultant (50% defense, 15% intel, 35% civil) de-rated from 30x to 14x EPS on DOGE fears. Upslope believes temporary headwinds overshadowed by secular tailwinds: rising geopolitical risks, evolving tech threats, expanding gov size. Risks: budget uncertainty, labor inflation, CFO departure.
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