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We deliver outsourced digital services that power the companies shaping the future. By combining specialized human talent and intelligent technology, we solve complex operational challenges for global category leaders within AI, autonomous vehicles, robotics, social media, financial services, healthcare, and beyond.
$6.33
+$0.02 (+0.32%)
Price from 7 days ago
11.88% operating margin is respectable but not wide. ROIC at 12.50%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue up 19.0% YoY with margins expanding 2.6pp. However, free cash flow softened 26%, worth monitoring whether this is timing or structural.
Free cash flow declined 26% versus the prior year, cash generation momentum has weakened.
5.6x earnings, 2.6x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$1.21B
▲ +19.0% YoY
Net Income (TTM)
$105M
▲ +123.0% YoY
Op. Margin
11.60%
▲ +2.6pp YoY
ROIC
11.91%
▲ +4.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$88M
▼ -26.1% YoY
Op. Cash Flow (TTM)
$147M
▼ -1.2% YoY
Net Debt
$396M
Cash & Equiv.
$152M
5Y CAGR: +19.9%
5Y CAGR: +19.7%
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