- Markets expect CTSH to see Adjusted ROA fade from current stable 33% levels to historically low 26% levels over the next 5 years
-Management is confident about their operational efficiency and cost reduction initiatives and about their offerings, implying they should be able to maintain profitability while continuing to grow the business
- CTSH currently trades at a 6.3x Adjusted P/B metric, which is cheap compared to its peer group, and with robust growth prospects, there is potential for multiple expansion with limited equity downside
Submitted June 26, 2017 at 08:20PM by Valens_Research http://ift.tt/2tePH1P
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