CACI International (CACI) Could Be 2% Undervalued As Record Results Lift The Debate
CACI International (CACI) is back in focus after reporting record fiscal 2026 revenue, EBITDA margin, and free cash flow, along with fiscal 2027 guidance that points to continued double-digit revenue growth and strong cash generation.
See our latest analysis for CACI International.
CACI International's recent earnings release and contract wins appear to have shifted sentiment, with a 7 day share price return of 25.7% and a 30 day share price return of 32.5% pointing to strong near term momentum. The 5 year total shareholder return of 152.5% shows long running gains that current valuation now needs to justify.
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After a 30 day gain of 32.5% and record results now in the price, the key tension for CACI International is simple: is this the bulk of the rerating, or does the current valuation still leave meaningful upside on the table?
Most Popular Narrative: 1.6% Undervalued
CACI International's most followed narrative sets a fair value of $654.93, which sits just above the recent $644.43 close and frames the recent surge through a long term lens.
The ongoing consolidation of government legacy systems and rising demand for digital transformation is positioning the company to capture more long-term, mission critical contracts, enhancing both revenue visibility and net margins. CACI's acquisition activity in high margin, technology driven niches like cyber, electronic warfare, and AI is steadily improving its revenue mix and differentiating its offerings, which the narrative suggests could support incremental expansion in EBITDA and earnings over time.
Want to see how this digital transformation story turns into a valuation of around $655 per share? The narrative focuses on compounding revenue, firmer margins, and a richer earnings profile. The real interest lies in how those moving parts are timed and sized across the forecast window.
Result: Fair Value of $654.93 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, CACI International still faces real pressure due to its heavy reliance on U.S. government budgets and from rising competition for high value defense and intelligence contracts.
Find out about the key risks to this CACI International narrative.
Another View on CACI International’s Valuation
The first narrative frames CACI International as about 1.6% undervalued based on a fair value of $654.93. A different lens uses the current P/E of 26.6x versus a fair ratio of 23.2x and the US Professional Services average of 22.2x, which points to a richer pricing profile and potential valuation risk if sentiment cools.
Numbers like these leave a simple question for you as an investor: Is this a quality premium you are comfortable paying, or a signal to demand a wider margin of safety before adding exposure to CACI International? See what the numbers say about this price — find out in our valuation breakdown.
Next Steps
With sentiment mixed between long term rewards and real risks, it helps to move quickly and test the numbers yourself. To see both sides clearly, review the 3 key rewards and 1 important warning sign
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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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