Professional
Added to YB: 2026-02-05
Pitch date: 2025-12-31
CACI [neutral]
CACI International Inc
+10.82%
current return
Author Info
No bio for this author
Company Info
CACI International Inc, through its subsidiaries, provides expertise and technology solutions in the United States, the United Kingdom, rest of Europe, and internationally.
Market Cap
$12.7B
Pitch Price
$533.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.65
P/E
24.56
EV/Sales
1.74
Sector
Professional Services
Category
growth
JEN Capital Partners Portfolio Holding: CACI International
CACI (holding update): IT services for US DoD w/ 70% employees holding security clearances (scarcity value). Shifted from hourly labor to packaged tech solutions, improving margins. 6-yr avg contract duration vs 2-3yr historically adds stability. Mgmt invests ahead of customer need, owns $100M+. Defense budgets enjoy bi-partisan support.
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