Added to YB: 2026-09-16
Pitch date: 2026-07-23
EPAM [bullish]
EPAM Systems, Inc.
+40.95%
current return
Author Info
Cooke & Bieler is an independent, institutional equities manager focused solely on value investing and committed to deep, fundamental research since 1949. A long-term investment horizon and attention to business quality underpin our differentiated perspective. Sign up for the newsletter.
Company Info
EPAM Systems, Inc. provides digital platform engineering and software development services worldwide.
Market Cap
$6.1B
Pitch Price
$87.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.65
P/E
15.95
EV/Sales
0.97
Sector
IT Services
Category
growth
Cooke & Bieler Small Cap Value Equity New Position: EPAM Systems, Inc.
EPAM (hold): EPAM’s higher-end digital-engineering heritage and three-year effort to rebuild recruiting, staffing and delivery around an AI-native model are viewed as a competitive advantage as enterprises pursue complex AI transformations. This could support faster growth, while agentic business operations expands its addressable market and newer geographies offer margin upside; a healthy balance sheet and growing free cash flow support the remaining thesis.
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