BAH
the council passes — AVOIDBOOZ ALLEN HAMILTON HOLDING CORPORATION·Consumer Cyclical
Doesn't clear the council's bar right now.
57/100C
Price at last run$62.74as of Jul 8, 2026
quality large-capHigh returns on capitalROIC ~19% — it earns well on the money it puts to work.
Strong gross margins53% gross margin.
Generates real cash12.8% free-cash-flow yield — profits you can actually bank.
Catalystnone yet
✕Why not
The honest case against — what most tools hideMain riskshrinking revenue
LeverageCarries meaningful debt (debt/equity 4.0).
ShrinkingRevenue contracting (-6%).
Falling knifeDown 46% from its 1-year high — momentum is against it.
What keeps us out
- Debt rising faster than cash flow.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.