1Y Target$41.75Near-term target
5Y Target$39.49Compound horizon
10Y Target$50.41Long-dated conviction
FCF$297mTTM · 03/26CFCF $297m — modest; watch for margin expansion · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+13.8%TTM YoYB+Revenue +13.8% — above sector median, healthy trajectory
D/E0.67BD/E 0.67 — at market average, manageable
P/E18.8xBP/E 18.8 — moderate premium, defensible with growth
PEG0.95B+PEG 0.95 — near fair value, classic Lynch benchmark (1.0)
Why now
Information Technology Services · market cap $4.5b. Down 39% from 52-week high of $48.54 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median. PEG 0.95 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $41.75 (implying +41% upside).
Moat
ROE 28% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 118% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Horizon
1-3 yr $41.75 (8-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $39.49 at ~6% CAGR — dividend + buyback compounding. 10 yr $50.41 if the moat survives secular pressure.
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