CACI International (CACI): Valuation Check After Major New Navy and Army Multi‑Year Contract Wins

CACI International (CACI) just landed two sizable multi year task orders with the U.S. Navy and Army, bolstering its backlog and strengthening already important defense relationships that support the stock’s longer term earnings power.

See our latest analysis for CACI International.

Those fresh Navy and Army wins come after a strong run, with the share price up sharply on a 90 day basis and multi year total shareholder returns showing steady, compounding momentum.

If contract driven growth stories like CACI interest you, this is also a good moment to scan other aerospace and defense stocks that could benefit from similar tailwinds.

With shares up nearly 45 percent year to date and trading only modestly below analyst targets, investors have to ask whether CACI’s accelerating contract wins still leave upside on the table or if markets already reflect that future growth.

Most Popular Narrative: 9.9% Undervalued

Based on the most followed narrative, CACI International’s fair value sits meaningfully above the recent close, implying upside even after the stock’s strong run.

The revenue growth assumption is effectively unchanged, holding at roughly 6.50 percent over the forecast horizon.

The net profit margin estimate remains stable at about 6.17 percent, reflecting no meaningful change in expected profitability.

Read the complete narrative.

Want to see how steady growth and stable margins still justify a richer price tag after a big rally? The narrative focuses on disciplined execution, rising earnings power, and a future valuation multiple that challenges what many investors expect for a government contractor. Curious which specific long range forecasts turn today’s price into a perceived discount? Dive in to uncover the full playbook behind this fair value view.

Result: Fair Value of $658.91 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this upbeat view could be challenged by federal budget disruptions or heightened competition that crimps win rates, margins, and the backlog-driven growth story.

Find out about the key risks to this CACI International narrative.

Build Your Own CACI International Narrative

If you see the story differently or want to stress test every assumption yourself, you can build a custom narrative in minutes with Do it your way.

A great starting point for your CACI International research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

Looking for more investment ideas?

Do not stop at a single defense name when you can quickly scan data driven shortlists that surface fresh opportunities before everyone else notices them.

• Capture high potential turnaround stories by using these 3586 penny stocks with strong financials that already show stronger balance sheets and improving fundamentals.
• Position yourself at the heart of the AI boom by screening these 27 AI penny stocks poised to benefit from accelerating enterprise and consumer adoption.
• Lock in cash flow backed bargains by filtering for these 901 undervalued stocks based on cash flows that trade at meaningful discounts to intrinsic value.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com