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Added to YB: 2024-01-09

Pitch date: 2024-01-09

DLHC [bullish]

DLH Holdings Corp.

-64.79%

current return

Author Info

No bio for this author

Company Info

DLH Holdings Corp. provides technology-enabled business process outsourcing, program management solutions, and public health research and analytics services in the United States.

Market Cap

$80.6M

Pitch Price

$15.82

Price Target

N/A

Dividend

N/A

EV/EBITDA

6.83

P/E

-68.24

EV/Sales

0.71

Sector

Professional Services

Category

special_situation

Show full summary:
Cove Street Capital: $DLHC

DLHC: Health consulting for VA, CDC. Added cybersecurity via Grove buy. Asset-lite, high FCF, sticky 3-5yr contracts. Trades at discount on low-margin contract renewal overhang, but priced for worst case. Grove & other M&A diversifying rev. CEO grew EBITDA $2M to $45M in 7yrs. Positioned for sale to larger player.

Read full article (1 min)