Professional
Added to YB: 2024-04-19
Pitch date: 2024-04-18
BAH [bullish]
Booz Allen Hamilton Holding Corporation
-31.59%
current return
Author Info
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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
$10.1B
Pitch Price
$135.63
Price Target
N/A
Dividend
2.65%
EV/EBITDA
9.72
P/E
12.68
EV/Sales
1.14
Sector
Professional Services
Category
growth
LVS Advisory New Portfolio Holding: Booz Allen Hamilton Holding Corporation
BAH: Leading gov tech consultant since 1914. Deep moat: AI & cyber focus, talent w/ security clearances. Incumbency bias in contracts. 5yr: Rev +50%, EBITDA margin 9.5% to 11%, 100%+ FCF conversion. $10B 2024 rev, $30B+ backlog. Risks: Budget cuts, but exposed to critical areas like IT, AI, cyber. Services, not products, so war end may free up funds. Tech helps gov cut costs.
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