CACI Stock Analysis — CACI International

Sector: Defense IT Services

AI Verdict

CACI is cheap for the growth you're getting if the moat around government IT contracts holds, but you're paying up for a narrative that depends on flawless execution.

Competitive Moat

CACI provides mission-critical IT, cybersecurity, and intelligence solutions to U.S. government agencies, with long-term contracts and security clearances creating high switching costs. Its deep integration into federal workflows and classified environments makes displacement by competitors difficult.

Summary

A sharp drop from 27.8x trailing P/E to 20.4x forward P/E highlights a big expected earnings jump in the next year.

Where It Stands

CACI trades at 20.4x next year's earnings, just above the 20x industrials median, but analysts expect 36.3% EPS growth — a rare combination of premium pricing and high growth for this sector.

Key Metrics

Trailing P/E: 27.8x
Forward P/E: 20.4x
PEG Ratio: 0.77
Earnings Growth: +0.4%
Revenue Growth: +0.1%
52-Week High: $683.50
52-Week Low: $434.70

Analyst Consensus

19 Buy · 5 Hold · 0 Sell (24 analysts)

Bull Case

With forward EPS growth forecast at 36.3%, the 20.4x forward P/E is cheap for the growth on offer if CACI's government contract moat holds.

Bear Case

If the forward P/E reverts to the sector median of 20x, that's only a 2% downside, but any miss on the 36.3% growth expectation could trigger a sharper re-rating.

Catalyst to Watch

Watch for new federal contract wins or renewals — any sign of contract loss or margin pressure would undermine the growth narrative.