Services-Computer Integrated Systems Design · SIC 7373

CACI INTERNATIONAL INC /DE/

CACI

Watch

Latest revenue

$2.35B

as of 2026-03-31

Latest net income

$130.4M

as of 2026-03-31

Net margin

5.5%

as of 2026-03-31

Price · 5Y

+14.8% / yr 4.8 pts / yr vs S&P 500 99.4% total
Compare:

Live market

delayed ≤15 min
$531.63
0.09%
Market cap
$11.74B
Enterprise value
$16.77B
P/E (trailing)
23.5×
Forward P/E
P/B
3.17×
Dividend yield
0.0%
52-wk high
$681.07
52-wk low
$429.65
Beta
Shares out
22.1M

Community sentiment

Where do you think CACI is heading?

1 month
6 months
12 months
5 years
Sign in free to vote and see community sentiment
6.5
of 10

ActaClear Score

Above avg
#17 of 47 in Services-Computer Integrated Systems Design
-0.1 · 2d
Profitability·25%
7.2
Growth·15%
6.3
Value·20%
5.1
Quality·20%
Momentum·20%
7.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Computer Integrated Systems Design (47 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

1.15
Price / FV

Fair value · DCF

Overvalued
~13% downside at this growth
8.6% / yr
-5%30%
Terminal growthWACC 8.8% · 10y forecast
Market-implied growth at today's price: 10.1% / yrfor 10 years, holding WACC 8.8% and terminal 2.5%.
Current price
$532
DCF fair value
$461
FCF base (last FY)
$499.83M
Net debt
$2.74B
Methodology + caveats (click to expand)

Method. 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Beta defaults to 1.0 when not reported.

Why DCF is fragile. Treat the output as a thinking aid, not a verdict. Honest weaknesses of any DCF:

  • Growth is the dominant assumption. No one can foresee 10 years of growth — small changes in the slider can double or halve fair value. The reverse-DCF readout above tells you what the market is implicitly assuming; ask yourself whether that's realistic before trusting either number.
  • Terminal value dominates. In most DCFs, 60-80% of the answer comes from the terminal-value calculation — i.e., everything AFTER year 10. A 0.5pp change in terminal growth, or in WACC, can swing fair value by 20-30%.
  • WACC is itself a guess. We use a textbook CAPM cost of equity (Rf 4.3%, MRP 5.5%, β from the quote) plus a 6% pretax cost of debt — none of these are the company's actual marginal financing cost.
  • No moat / disruption modelling. The model assumes the company keeps earning whatever it earns today, compounding cleanly. Competitive shifts, regulatory action, and technology disruption can invalidate the forecast overnight.
  • Net income ≠ free cash flow. For capex-heavy names (semis, telcos) net income overstates distributable cash. For low-capex names (software) it understates. Both reduce the precision of the FV figure.
  • Reflexivity. A high stock price often becomes a self-fulfilling prophecy via better hiring, financing, and customer trust. DCF can't see this.

Take the DCF, the reverse-DCF implied growth, the historical multiples, and the community sentiment together. When they agree, conviction. When they disagree, the disagreement is the most informative thing on the page.

Historical multiples

How does CACI's current valuation compare to its own past?

Current P/E
23.5×
Own 5y average
18.4×
Own 5y median
19.6×
vs. own average
+28%
Industry 5y avg P/E
29.0×
Median P/E across the top 40 peers in Services-Computer Integrated Systems Design by market cap, then averaged across 6 years.
vs. industry
-19%
PEG (this co.)
2.74
5y revenue CAGR
8.6%
Industry PEG
3.42
Industry 5y avg growth
8.5%
Solid: this company. Dotted: industry median.
Dashed flat: own 5y avg.
Coloured dot at right: current P/E.

P/E uses year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. PEG uses 5y revenue CAGR as a proxy for EPS growth — close, but not identical (margin expansion or dilution can drive a wedge). Best read as a comparator across companies and industries, not as a precise replica of historical multiples.

5-year trend

What this company does

AI

Item 1. Business Overview CACI International Inc (CACI), a Delaware corporation, is a holding company whose operations are conducted through subsidiaries primarily located in the United States (U.S.) and Europe. CACI was founded in 1962 as a simulation technology company and has grown into a leading provider of distinctive Expertise and differentiated Technology to customers in support of national security in the intelligence, defense, and federal civilian sectors, both domestically and internationally. Unless the context indicates otherwise, the terms “CACI,” the “Company,” “we,” “us,” and “our,” refer to CACI International Inc and its subsidiaries and joint ventures that are…

AI summary unavailable — showing raw filing excerpt

Generated from CACI's filing dated 2025-08-07

Key risks

AI

Item 1A. Risk Factors You should carefully consider the risks and uncertainties described below, together with the information included elsewhere in this Annual Report on Form 10-K and other documents we file with the SEC. The risks and uncertainties described below are those that we have identified as material but are not the only risks and uncertainties that we face. Our business is also subject to general risks and uncertainties, such as overall U.S. and non-U.S. economic and industry conditions including a global economic slowdown, geopolitical events, changes in laws or accounting rules, fluctuations in interest and exchange rates, terrorism, international conflicts, major health…

AI summary unavailable — showing raw filing excerpt

Generated from CACI's filing dated 2025-08-07

Profitability

Operating margin

8.9%

4.4%

Net margin

5.8%

5.7%

Return on equity

11.9%

0.0%

Return on assets

5.8%

6.5%

Leverage

Debt / equity

0.93×

11.0%

Long-term debt / equity

0.42×

17.7%

Debt / assets

48.2%

5.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$2.35B+8.5%$130.4M+16.6%5.5%

Q4 2025

2025-12-31

$2.22B+5.7%$123.9M+12.7%5.6%

Q3 2025

2025-09-30

$2.29B+11.2%$124.8M+3.9%5.5%

Q2 2025

2025-06-30

$2.30B+13.0%$157.9M+17.2%6.9%

Q1 2025

2025-03-31

$2.17B+11.8%$111.9M-3.0%5.2%

Q4 2024

2024-12-31

$2.10B+14.5%$109.9M+31.1%5.2%

Q3 2024

2024-09-30

$2.06B+11.2%$120.2M+39.7%5.8%

Q2 2024

2024-06-30

$2.04B$134.7M6.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Computer Integrated Systems Design · SIC 7373

Your notes

Keep private notes on CACI — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$0

Insider selling

$8.1M

Net activity

−$8.1M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-11

Debora A Plunkett

Director

Sale220$603.30$132.7K
2026-02-10

William J Koegel JR

EVP, General Counsel

Sale2,000$615.06$1.2M
2025-12-10

William L Jews

Director

Sale3,000$585.82$1.8M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns CACI

Institutional value

$5.48B

Total shares held

10.3M

Distinct holders

459

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.2.1M$1.14BNew
2VANGUARD CAPITAL MANAGEMENT LLC992.9K$540.0MNew
3VANGUARD PORTFOLIO MANAGEMENT LLC946.8K$515.0MNew
4Boston Partners522.5K$284.2MNew
5DIMENSIONAL FUND ADVISORS LP469.9K$255.6MNew
6Invesco Ltd.358.2K$194.8MNew
7BARROW HANLEY MEWHINNEY & STRAUSS LLC263.3K$143.2MNew
8JPMORGAN CHASE & CO242.6K$135.5MNew
9Mawer Investment Management Ltd.224.2K$121.9MNew
10Allianz Asset Management GmbH184.2K$100.2MNew
11EULAV Asset Management176.2K$95.8MNew
12Bank of New York Mellon Corp170.0K$92.4MNew
13SEI INVESTMENTS CO163.7K$89.0MNew
14CI INVESTMENTS INC.154.0K$83.7MNew
15River Road Asset Management, LLC149.3K$81.2MNew
16Voya Investment Management LLC141.4K$76.9MNew
17VANGUARD FIDUCIARY TRUST CO137.1K$74.6MNew
18Homestead Advisers Corp98.8K$54.0MNew
19UBS Group AG93.0K$50.6MNew
20Provident Investment Management, Inc.89.8K$48.8MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once CACI's latest filing finishes processing.

Investor sentiment
No votes yet
0 this week · 0 total

Sign in to vote. Votes use 7-day half-life decay.

What matters about CACI?
Tap any that apply. Aggregates show what other investors flag.

Sign in to tap. 7-day half-life decay.

Latest filing impact
After reading, did this filing make you: