Professional
Added to YB: 2024-07-17
Pitch date: 2024-06-30
DOX [bullish]
Amdocs Limited
+2.59%
current return
Author Info
No bio for this author
Company Info
Amdocs Limited, through its subsidiaries, provides software and services to communications, entertainment, and media service providers worldwide.
Market Cap
$8.2B
Pitch Price
$76.78
Price Target
N/A
Dividend
3.04%
EV/EBITDA
8.36
P/E
14.84
EV/Sales
1.94
Sector
IT Services
Category
value
Palm Valley Capital Fund Portfolio Holding: Amdocs Limited
DOX: Mission-critical software/services for top telecom cos. 7-11% EPS growth forecast. Market overreacted to 0.5% rev guidance cut, 1% EPS trim. Misunderstood as call center, actually vital for customer portals, billing, network efficiency. Attractive at current valuation vs quality. Clients: AT&T, Comcast, T-Mobile, Vodafone.
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