Caci International CACI

Software - Infrastructure, Technology

$633.98

+2.38%

Market cap: $14B
PE: 26.3×; 10y median 19.5×
Forward PE: n/m; not a meaningful number
Price to sales: 1.5×
EV/EBIT: 20.4×
Revenue, 12 months: $9.6B; +11% on a year ago
Net margin: 5.6%
Free cash flow yield: 5.6%

Caci International trades at 26.3× trailing earnings, pricier than 95% of the last ten years. Revenue was $9.6B over the last twelve months, up 11% on a year earlier with a 6% net margin.

Charts

Financials

Income statement for CACI, by quarter
Income statement	Q1 FY24	Q2 FY24	Q3 FY24	Q4 FY24	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26
	$1.9B+15%	$1.8B+11%	$1.9B+11%	$2B+20%	$2.1B+11%	$2.1B+15%	$2.2B+12%	$2.3B+13%	$2.3B+11%	$2.2B+6%	$2.4B+9%	$2.7B+18%
Cost of revenue	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
Gross profit	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a
SG&A	$404.6M+6%	$409.4M+5%	$430.1M+5%	$476.3M+16%	$427.9M+6%	$466.7M+14%	$480.9M+12%	$457.4M−4%	$473.9M+11%	$464.6M−0%	$510.2M+6%	$562.6M+23%
	$137.3M+3%	$133.3M+2%	$181.3M+17%	$197.8M+33%	$179.8M+31%	$181.3M+36%	$196.4M+8%	$206.7M+5%	$212.3M+18%	$206.5M+14%	$228.9M+17%	$272.2M+32%
Interest expense	$25.6M+58%	$27.5M+38%	$27.7M+17%	$24.3M+1%	$24M−6%	$44.1M+60%	$45.1M+63%	$45.7M+88%	$46.2M+93%	$45M+2%	$52.3M+16%	$72.1M+58%
Pre-tax income	$111.8M−4%	$105.8M−5%	$153.6M+17%	$173.4M+39%	$155.9M+39%	$137.2M+30%	$151.3M−2%	$161M−7%	$166.1M+7%	$161.5M+18%	$176.6M+17%	$200.1M+24%
	$25.7M−6%	$21.9M−8%	$38.3M+25%	$38.8M+130%	$35.7M+39%	$27.3M+25%	$39.4M+3%	$3.1M−92%	$41.3M+16%	$37.7M+38%	$46.2M+17%	$43.4M+1286%
Net income	$86M−4%	$83.9M−4%	$115.3M+15%	$134.7M+25%	$120.2M+40%	$109.9M+31%	$111.9M−3%	$157.9M+17%	$124.8M+4%	$123.9M+13%	$130.4M+17%	$156.8M−1%
	$3.76+0%	$3.74+2%	$5.13+19%	$5.98+28%	$5.33+42%	$4.88+31%	$5.00−3%	$7.14+19%	$5.63+6%	$5.59+15%	$5.88+18%	$7.05−1%
	22.9M−3%	22.4M−5%	22.5M−3%	22.5M−2%	22.5M−2%	22.5M+1%	22.4M−0%	22.1M−2%	22.2M−2%	22.1M−2%	22.2M−1%	22.2M+1%

Gross profit: 45 periods, Q1 FY10 to Q3 FY21: not printed by the filing, worked out from its own lines.

EPS, diluted: 5 periods, Q4 FY22 to Q4 FY26: quarter's net income to common over its shares, to the cent.

Diluted shares: 5 periods, Q4 FY22 to Q4 FY26: share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Software - Infrastructure nearest Caci International's size, closest first.

Company	Market cap	PE	Its 10y median PE	Fwd PE	P/S	Revenue growth	Net margin
CACICaci International	$14B	26.3×	19.5×	n/m	1.5×	+11%	5.6%
MANHManhattan Associates	$13.9B	68.2×	59.3×	n/m	12.3×	+6%	18.7%
GDDYGoDaddy	$14.3B	16.7×	40.8×	13.6×	2.8×	+7%	17.8%
AKAMAkamai Technologies	$13.4B	33.6×	31.6×	14.2×	3.1×	+6%	9.5%
GENGen Digital	$14.9B	14.5×	18.5×	n/m	2.9×	+20%	20.7%
GWREGuidewire Software	$15.5B	117×	281×	n/m	10.5×	+23%	9.4%
PAYCPaycom Software	$12.4B	29.2×	76.0×	n/m	5.8×	+9%	22.8%
DOCUDocusign	$15.9B	52.0×	34.1×	n/m	4.7×	+9%	9.8%
TYLTyler Technologies	$16B	51.7×	84.4×	n/m	6.6×	+8%	13.4%
BSYBentley Systems	$12B	43.6×	66.2×	n/m	7.5×	+13%	18.1%
LDOSLeidos	$17.1B	12.7×	20.0×	n/m	1.0×	+3%	7.8%
Peer median	$14.6B	38.6×	50.0×	13.9×	5.3×	+8%	15.6%