1Y Target$59.00Near-term target
5Y Target$58.29Compound horizon
10Y Target$74.41Long-dated conviction
FCF$2.1bTTM · 03/26BFCF $2.1b — solid, comfortably covers operations and capital return · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+30.1%TTM YoYARevenue +30.1% — hypergrowth, top decile
D/E1.32C+D/E 1.32 — moderately levered, watch interest coverage
P/E8.4xA-P/E 8.4 — cheap relative to market and most sectors
PEG0.24APEG 0.24 — exceptional; paying well under fair value for growth
Why now
Information Technology Services · market cap $22.5b. Down 47% from 52-week high of $82.74 — deep drawdown territory. Revenue growing +30% — in hypergrowth territory. PEG 0.24 — paying under fair value for the growth rate. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $59.00 (implying +35% upside).
Moat
Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Down 47% 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 $59.00 (21-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $58.29 at ~6% CAGR — dividend + buyback compounding. 10 yr $74.41 if the moat survives secular pressure.
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