Is CACI International (CACI) Undervalued Following Its Rochester Manufacturing Expansion?

Simply Wall St.08-27

CACI International (CACI) has drawn fresh attention after opening a 61,000 square foot Manufacturing Center of Excellence for defense electronics near Rochester, New York, expanding its capacity for ...

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The 1-year total shareholder return of 28.26% and 3-year total shareholder return of 90.08%...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","BK4123":"调查和咨询服务","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BCDF":"Horizon Kinetics Blockchain Development ETF","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","CACI":"CACI国际","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC"},"translate_title":"CACI International (CACI) 在罗切斯特制造扩张后是否被低估了？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BCDF":0.6,"CACI":1.5},"content_text":"CACI International (CACI) has drawn fresh attention after opening a 61,000 square foot Manufacturing Center of Excellence for defense electronics near Rochester, New York, expanding its capacity for electronic warfare systems. The Rochester facility opening comes as CACI International’s stock trades at US$624.74, with a 30-day share price return of 25.98% and a 19.49% share price return over 90 days. The 1-year total shareholder return of 28.26% and 3-year total shareholder return of 90.08% indicate momentum that has built over several years. Capitalize on the momentum in defense and electronic warfare by scanning a curated set of peers through the 75 resilient stocks with low risk scores. Bulls point to CACI International’s expanded manufacturing footprint and recent defense wins. Bears focus on how much optimism is already in the US$624.74 share price. Does the data back the optimism, or argue for restraint as valuation comes under the spotlight next? AdvertisementMost Popular Narrative: 13.8% Undervalued CACI International's most followed valuation narrative points to a fair value of $724.50 per share compared with the last close at $624.74. The gap reflects specific assumptions about government demand, technology mix, and earnings power that extend well beyond the recent Rochester expansion.  The ongoing consolidation of government legacy systems and rising demand for digital transformation (as exemplified by CACI's role in Army system consolidation and NASA NCAPS implementation) position the company to capture more long-term, mission-critical contracts, enhancing both revenue visibility and net margins.  Read the complete narrative. Want to see what sits behind that contract story? The fair value hinges on projected revenue momentum, modest margin uplift, and a richer earnings multiple tied to those outcomes. Result: Fair Value of $724.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks related to CACI International’s reliance on U.S. government budgets, as well as potential supply chain or manufacturing issues in key programs. Find out about the key risks to this CACI International narrative. Another View: What CACI International’s P/E Ratio Is Telling You The first narrative frames CACI International as 13.8% undervalued, yet the current P/E of 25.8x tells a different story. It is higher than the US Professional Services industry at 22.5x and also above a fair ratio of 23x, while sitting below the 28.4x peer average. Does that gap signal extra valuation risk or room for optimism? To weigh that question properly, it helps to see how today’s pricing compares to detailed earnings assumptions and peer checks in one place. See what the numbers say about this price — find out in our valuation breakdown. NYSE:CACI P/E Ratio as at Aug 2026Next Steps With both optimism and concern running through the CACI International story, it helps to act quickly and test the data for yourself. To see a clear summary of both sides of the debate, start with these 3 key rewards and 1 important warning sign. Looking for more investment ideas beyond CACI International? If CACI International has your attention, do not stop here. Broaden your watchlist now and give yourself more options before the next move catches you off guard.  Target resilient balance sheets and steady fundamentals with a focused list of solid balance sheet and fundamentals (51 results) that keeps financial strength front and center. Hunt for quality companies that may trade below their estimated worth using the tailored 51 high quality undervalued stocks to spot potential mispricings early. Seek out lesser known stocks with solid foundations through the curated 20 high quality undiscovered gems before the crowd starts paying attention.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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