Industries
IT Solutions
Toutes les analyses de IT Solutions — 4 analyses.
30/100
73Buffett
EPAM Systems: A Value Investing Deep Dive
A high-end digital engineering services firm with steady cash flow, roughly $876 million in net cash, and a no-longer-expensive valuation at about 14.7x earnings. The moat is moderate-to-weak and operating margin has slipped to 9.5%, leaving AI substitution and Ukraine exposure as the swing variables. Rating Cautious Buy: a financially resilient compounder priced near its conservative floor, with an ideal entry of $80–95.
45/100
45Buffett
FIS: A Contrarian Study of a Financial-Infrastructure Cash Cow in Transition
A financial-infrastructure platform combining bank core systems, capital-markets back office, and newly acquired issuer processing. The market still prices FIS off the Worldpay failure; at $42.02 the shares trade at roughly 7.3x trailing PE, with an ideal buy range of $38-45.
46/100
71Buffett
IBM Long-Term Owner's Perspective Research
IBM is an enterprise technology platform built on solid cash flow from software, consulting, and infrastructure. Its moat is strong in selected areas, but at $253.84 the shares sit near the middle of a fair-value range, while acquisition intensity reduces visibility into per-share value growth. Report rating Watch: a durable cash-flow business worth tracking, but not yet priced with enough margin of safety.
41/100
75Buffett
CDW Long-Term Value Investment Analysis
North America's leading IT solutions provider, with 250,000 clients and 1,000+ vendor partners; at a current price of $110.82 and a 13.5x P/E it does not look expensive, but its moat rests more on scale and relationships than on pricing power, and the margin of safety is not obvious.