By: Carter Copeland

There was enough evidence in BAH’s FYQ3 results to support our bullish top-line acceleration thesis despite disappointing margins again stealing the show. We’re staying Buy-Accumulate and think investors should be buying dips. With BAH now trading at ~15.5x NTM EPS estimates that we see as unlikely to change, BAH uniquely offers both an attractive risk/reward and significant absolute upside potential as overhangs eventually fade.

BAH Report Here