CACI vs BAH

For growth investors, CACI International Inc (CACI) is the stronger pick with 12.

6% revenue growth year-over-year, versus 12. 4% for Booz Allen Hamilton Holding Corporation (BAH). Booz Allen Hamilton Holding Corporation (BAH) offers the better valuation at 10. 5x trailing P/E (12. 6x forward), making it the more compelling value choice. Analysts rate CACI International Inc (CACI) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Booz Allen Hamilton Holding Corporation (BAH) is the cheapest at 10.

5x versus CACI International Inc at 22. 4x. On forward P/E, Booz Allen Hamilton Holding Corporation is actually cheaper at 12. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Booz Allen Hamilton Holding Corporation wins at 0. 77x versus CACI International Inc's 1. 46x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, CACI International Inc (CACI) delivered a total return of +90.

8%, compared to +2. 1% for Booz Allen Hamilton Holding Corporation (BAH). Over 10 years, the gap is even starker: CACI returned +423. 8% versus BAH's +227. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), CACI International Inc (CACI) is the lower-risk stock at 0.

30β versus Booz Allen Hamilton Holding Corporation's 0. 35β — meaning BAH is approximately 17% more volatile than CACI relative to the S&P 500. On balance sheet safety, CACI International Inc (CACI) carries a lower debt/equity ratio of 86% versus 4% for Booz Allen Hamilton Holding Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), CACI International Inc (CACI) is pulling ahead at 12.

6% versus 12. 4% for Booz Allen Hamilton Holding Corporation (BAH). On earnings-per-share growth, the picture is similar: Booz Allen Hamilton Holding Corporation grew EPS 58. 0% year-over-year, compared to 20. 0% for CACI International Inc. Over a 3-year CAGR, BAH leads at 12. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Booz Allen Hamilton Holding Corporation (BAH) is the more profitable company, earning 7.

8% net margin versus 5. 8% for CACI International Inc — meaning it keeps 7. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BAH leads at 11. 4% versus 8. 9% for CACI. At the gross margin level — before operating expenses — BAH leads at 54. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Booz Allen Hamilton Holding Corporation (BAH) is the more undervalued stock at a PEG of 0. 77x versus CACI International Inc's 1. 46x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Booz Allen Hamilton Holding Corporation (BAH) trades at 12. 6x forward P/E versus 17. 7x for CACI International Inc — 5. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CACI: 45. 3% to $725. 50.

In this comparison, BAH (2.

7% yield) pays a dividend. CACI does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Booz Allen Hamilton Holding Corporation (BAH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

35), 2. 7% yield, +227. 5% 10Y return). Both have compounded well over 10 years (BAH: +227. 5%, CACI: +423. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (CACI (Technology) and BAH (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: CACI is a mid-cap quality compounder stock; BAH is a mid-cap deep-value stock. BAH pays a dividend while CACI does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.