CACI International, Inc. (CACI) vs Jack Henry & Associates, Inc. (JKHY)

CACI International, Inc. and Jack Henry & Associates, Inc. are both Information Technology Services companies. CACI International, Inc. is the larger, with a market value of $13.6B against $10.4B — 1.3× the size. Jack Henry & Associates, Inc. trades at the lower P/E: 21.2× against 25.5×. CACI International, Inc. grew revenue faster over the last twelve months: 10.9% against 7.12%. Jack Henry & Associates, Inc. has the higher net margin (19.8% vs 5.60%) and the higher return on invested capital (19.1% vs 6.27%). Across the 22 metrics below, Jack Henry & Associates, Inc. leads on 14 and CACI International, Inc. on 8.

Valuation

Metric CACI JKHY Information Technology Services median
P/E 25.48 21.20 14.63
P/S 1.43 4.17 1.13
P/B 3.06 5.18 2.10
Price to free cash flow 17.49 19.69 10.11
EV/EBITDA 15.68 12.66 8.56
EV/Sales 1.92 4.22 1.20
Earnings yield 3.93% 4.72% 4.56%
Free cash flow yield 5.72% 5.08% 4.37%

Profitability

Metric CACI JKHY Information Technology Services median
Gross margin 33.20% 43.65% 31.05%
Operating margin 9.61% 24.96% 3.30%
Net margin 5.60% 19.76% 2.09%
Free cash flow margin 8.15% 21.20% 0.00%
Return on equity 12.82% 24.04% 4.12%
Return on assets 5.24% 16.25% 0.61%
Return on invested capital 6.27% 19.08% 0.57%

Growth

Metric CACI JKHY Information Technology Services median
Revenue growth (TTM) 10.89% 7.12% 7.12%
EPS growth (last fiscal year) 8.24% 11.86% —
Revenue growth, 5-year CAGR 9.62% 7.67% 7.71%
Net income growth, 5-year CAGR 3.21% 10.05% 0.00%

Health

Metric CACI JKHY Information Technology Services median
Debt to equity 1.10 0.02 0.45
Current ratio 1.48 1.17 1.66
Net debt to EBITDA 4.02 0.03 0.44

Dividend

Metric CACI JKHY Information Technology Services median
Dividend yield — 1.21% 1.21%
Payout ratio 0.00 0.40 0.00

Size

Metric CACI JKHY Information Technology Services median
Market cap 13.63b 10.36b 1.36b

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