CACI Stock Analysis — CACI International
Sector: Defense IT Services
AI Verdict
CACI is cheap for the growth you're getting, and the embedded government contracts make that growth more credible than most.
Competitive Moat
CACI provides mission-critical IT, cybersecurity, and intelligence solutions to U.S. defense and intelligence agencies, creating high switching costs due to embedded contracts and security clearances. Its deep integration with government workflows and classified programs makes displacement by competitors difficult.
Summary
CACI's forward P/E of 17.2x and 24.7% expected EPS growth put it in rare value territory for a defense tech contractor.
Where It Stands
CACI trades at 17.2x next year's earnings with analysts forecasting 24.7% EPS growth, making it cheaper than the 20x industrials median despite above-average growth.
Key Metrics
- Trailing P/E: 21.5x
- Forward P/E: 17.2x
- PEG Ratio: 0.85
- Earnings Growth: +0.2%
- 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 a forward P/E of 17.2x and 24.7% EPS growth expected, you're paying a low multiple for high earnings momentum.
Bear Case
If the forward P/E reverts to the sector median of 20x, upside is capped, and any EPS disappointment could trigger a sharp de-rating from the current 21.5x trailing P/E.
Catalyst to Watch
Watch for new large-scale federal contract wins or renewals, as these directly impact the credibility of the 24.7% EPS growth forecast.