Added to YB: 2026-08-03
Pitch date: 2026-07-30
CNXC [neutral]
Concentrix Corporation
+0.86%
current return
Author Info
No bio for this author
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Company Info
Concentrix Corporation designs, builds, and runs integrated customer experience (CX) solutions worldwide.
Market Cap
$1.5B
Pitch Price
$24.39
Price Target
N/A
Dividend
5.85%
EV/EBITDA
3.89
P/E
-1.15
EV/Sales
0.68
Sector
Professional Services
Category
value
Show full summary:
Killed by AI?! - Concentrix (CNXC)
CNXC (pass): Call center/outsourcer at 35%+ FCF/equity yield, 4x 2026E EBITDA, 0.16x P/S (all-time low), down 60% in 12mo on AI-disruption fears. No moat; author expects mid-single-digit revenue decline over 5yrs. Key risk: 3.75x leverage covenant—14% EBITDA drop trips it, blocking buybacks/dividends & forcing debt paydown. Passes despite cheap valuation.
Read full article (4 min)