Professional
Added to YB: 2024-07-03
Pitch date: 2024-07-01
JKHY [bullish]
Jack Henry & Associates, Inc.
-12.88%
current return
Author Info
Sweet Stocks is a former portfolio manager at an international small cap fund who shares pitches for international equities. Sign up for his blog.
Company Info
Jack Henry & Associates, Inc. operates as a financial technology company that connects people and financial institutions through technology solutions and payment processing services.
Market Cap
$10.0B
Pitch Price
$160.19
Price Target
N/A
Dividend
1.73%
EV/EBITDA
13.99
P/E
19.75
EV/Sales
4.04
Sector
Financial Services
Category
growth
Jack Henry & Associates – A Core Holding
JKHY: Core banking provider w/ 20% ROIC, 10%+ EPS growth. 28x P/E after de-rating. Focuses on small-mid banks/CUs. 98-99% retention. Investing heavily in tech modernization (15% R&D/sales). Organic growth >peers. Est. 24.7x '26 P/E. Risks: fintech competition, M&A-driven customer losses.
Read full article (9 min)