Professional
Added to YB: 2026-07-09
Pitch date: 2026-06-30
DOX [neutral]
Amdocs Limited
-0.08%
current return
Author Info
Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Our goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market. Sign up for the newsletter.
Company Info
Amdocs Limited, through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide.
Market Cap
$5.4B
Pitch Price
$51.38
Price Target
N/A
Dividend
4.40%
EV/EBITDA
5.80
P/E
10.26
EV/Sales
1.37
Sector
IT Services
Category
value
Palm Valley Capital Fund Portfolio Holding: Amdocs Limited
DOX (holding update): Telecom billing/customer care software leader; 2/3 rev managed services, 1/3 systems integration. Mispriced as AI casualty alongside Accenture/Infosys, but IP-wrapped, sticky (rip-out risk to carriers) vs pure consultancies. ~7x FCF prices in severe outcome not seen in biz trajectory.
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