Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-21
EPAM [neutral]
EPAM Systems, Inc.
-35.12%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
Company Info
EPAM Systems, Inc. provides digital platform engineering and software development services worldwide.
Market Cap
$9.2B
Pitch Price
$214.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.69
P/E
25.40
EV/Sales
1.53
Sector
IT Services
Category
growth
White Falcon Capital Management Portfolio Holding: EPAM Systems, Inc.
EPAM (holding update): AI 'loser' narrative wrong as corps need cloud migration & system modernization before AI deployment. Custom agents require high-end dev. EPAM can use AI (Cursor partnership) to grow without adding headcount. 11x EBITDA, 17x P/E. Mid-teens rev growth, high-teens earnings growth expected.
Read full article (1 min)