Added to YB: 2025-02-06
Pitch date: 2024-12-22
DOX [bearish]
Amdocs Limited
+16.95%
current return
Author Info
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Company Info
Amdocs Limited, through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide.
Market Cap
$7.5B
Pitch Price
$84.07
Price Target
44.00 (-37%)
Dividend
3.29%
EV/EBITDA
7.51
P/E
13.39
EV/Sales
1.80
Sector
IT Services
Category
turnaround
Show full summary:
Amdocs Limited - $DOX
DOX short: FCF pressure from intra-quarter borrowings, high unbilled receivables. Organic growth 0-1%, 12% revenue exit in FY25. 15x $336M underlying FCF = $44 PT (50% downside). Risks: telco spend up, clients accept layoffs, quick milestone resolution. Catalysts: FCF/growth misses, balance sheet mgmt stops.
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