Added to YB: 2024-06-24
Pitch date: 2024-04-18
CACI [bullish]
CACI International Inc
+56.64%
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
$13.2B
Pitch Price
$365.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.58
P/E
26.40
EV/Sales
1.84
Sector
Professional Services
Category
growth
Templeton & Phillips Capital Portfolio Holding: CACI International Inc.
CACI: Undervalued gov't tech consultant vs larger peer BAH despite faster EPS growth. Poised to benefit from AI-driven rise in cyberattacks, especially on gov'ts. 32% growth in DoD cyber budget over 4yrs signals opportunity for revenue & margin expansion given higher-margin contracts. Strategic shift has boosted EBITDA margins from 9% to 11%+ in the last decade.
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