Professional
Added to YB: 2024-07-17
Pitch date: 2024-06-30
DOX [bullish]
Amdocs Limited
-8.48%
current return
Author Info
No bio for this author
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
$76.29
Price Target
N/A
Dividend
3.29%
EV/EBITDA
7.51
P/E
13.39
EV/Sales
1.80
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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