ICF International (ICFI): Reassessing Valuation After a Recent Share Price Rebound
ICF International (ICFI) has been grinding through a mixed stretch in the market, and that uneven share performance is nudging investors to revisit whether the current valuation still makes sense.
See our latest analysis for ICF International.
Over the past few months, ICF International’s share price has tried to claw back ground, with a 1 month share price return of 11.12 percent partially offsetting a weaker year to date share price return of 24.44 percent and a 1 year total shareholder return of 29.33 percent, hinting that sentiment may be stabilising after a rough patch.
If this kind of rebound story has your attention, it could be a good moment to look beyond ICF International and explore fast growing stocks with high insider ownership as potential next ideas.
Yet with the shares still trading at a notable discount to analyst targets despite steady revenue and earnings growth, investors now face a key question: is ICF International quietly undervalued, or is the market already pricing in its next leg of growth?
Most Popular Narrative: 13.7% Undervalued
With the most followed narrative putting fair value above the last close at $89.10, the gap to its projected worth is hard to ignore.
The federal government's renewed push toward IT modernization, outcome based contracting, and adoption of artificial intelligence in agency operations, amplified by ICF's proprietary Fathom AI suite launch, is expected to drive a return to growth in federal technology contracts and incremental margin expansion as project mix improves.
Want to see how modest revenue pressure still supports a higher price tag? The narrative leans on stable profits, richer margins, and a future multiple that challenges today’s discount. Curious which precise earnings path and profit profile justify that premium valuation? Dive in to uncover the assumptions driving this fair value call.
Result: Fair Value of $103.25 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, sustained federal budget cuts or regulatory pushback on energy efficiency programs could quickly erode ICF International’s backlog, margins and valuation upside.
Find out about the key risks to this ICF International narrative.
Build Your Own ICF International Narrative
If you see the story differently or want to stress test the numbers yourself, you can quickly build a custom view in minutes: Do it your way.
A great starting point for your ICF International research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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