Broadridge Financial Solutions, Inc. (BR) vs CACI International, Inc. (CACI)

Broadridge Financial Solutions, Inc. and CACI International, Inc. are both Information Technology Services companies. Broadridge Financial Solutions, Inc. is the larger, with a market value of $19.2B against $13.6B — 1.4× the size. Broadridge Financial Solutions, Inc. trades at the lower P/E: 16.9× against 25.5×. CACI International, Inc. grew revenue faster over the last twelve months: 10.9% against 8.53%. Broadridge Financial Solutions, Inc. has the higher net margin (15.0% vs 5.60%) and the higher return on invested capital (14.3% vs 6.27%). Across the 22 metrics below, Broadridge Financial Solutions, Inc. leads on 14 and CACI International, Inc. on 8.

Valuation

Metric BR CACI Information Technology Services median
P/E 16.90 25.48 14.63
P/S 2.55 1.43 1.13
P/B 6.71 3.06 2.10
Price to free cash flow 15.97 17.49 10.11
EV/EBITDA 12.38 15.68 8.56
EV/Sales 3.00 1.92 1.20
Earnings yield 5.92% 3.93% 4.56%
Free cash flow yield 6.26% 5.72% 4.37%

Profitability

Metric BR CACI Information Technology Services median
Gross margin 31.78% 33.20% 31.05%
Operating margin 17.40% 9.61% 3.30%
Net margin 15.04% 5.60% 2.09%
Free cash flow margin 16.49% 8.15% 0.00%
Return on equity 40.91% 12.82% 4.12%
Return on assets 12.86% 5.24% 0.61%
Return on invested capital 14.28% 6.27% 0.57%

Growth

Metric BR CACI Information Technology Services median
Revenue growth (TTM) 8.53% 10.89% 7.12%
EPS growth (last fiscal year) 35.21% 8.24% —
Revenue growth, 5-year CAGR 8.41% 9.62% 7.71%
Net income growth, 5-year CAGR 15.48% 3.21% 0.00%

Health

Metric BR CACI Information Technology Services median
Debt to equity 1.15 1.10 0.45
Current ratio 1.24 1.48 1.66
Net debt to EBITDA 1.58 4.02 0.44

Dividend

Metric BR CACI Information Technology Services median
Dividend yield 1.59% — 1.21%
Payout ratio 0.55 0.00 0.00

Size

Metric BR CACI Information Technology Services median
Market cap 19.15b 13.63b 1.36b

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