Added to YB: 2025-03-10
Pitch date: 2025-03-10
CACI [bullish]
CACI International Inc
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, continental Europe, and internationally.
Market Cap
$14.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.37
P/E
27.75
EV/Sales
2.09
Sector
Professional Services
Category
value
Defense Contractors Getting Fire Sold: I'm Going With CACI.
CACI: Defense IT/AI contractor fire-sold in sector rout. 15x P/E, historically strong buy; EPS up 7x in 20yrs, recession-resistant. Palantir-like AI/software but $8B cap vs PLTR's $200B on similar $480M net income. 75% rev defense/intel, mission-critical, insulated from DOGE cuts. Prefers over BAH (Trump ire) & SAIC.
Read full article (7 min)