CLBT vs IIIV vs CACI vs SAIC

For growth investors, Cellebrite DI Ltd.

(CLBT) is the stronger pick with 18. 6% revenue growth year-over-year, versus -7. 3% for i3 Verticals, Inc. (IIIV). Science Applications International Corporation (SAIC) offers the better valuation at 12. 2x trailing P/E (9. 3x forward), making it the more compelling value choice. Analysts rate Cellebrite DI Ltd. (CLBT) a "Buy" — based on 8 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, Science Applications International Corporation (SAIC) is the cheapest at 12.

2x versus Cellebrite DI Ltd. at 43. 9x. On forward P/E, Science Applications International Corporation is actually cheaper at 9. 3x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Science Applications International Corporation wins at 0. 56x versus CACI International Inc's 1. 41x — 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 +82.

3%, compared to -32. 0% for i3 Verticals, Inc. (IIIV). Over 10 years, the gap is even starker: CACI returned +406. 9% versus IIIV's +15. 2%. 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), Science Applications International Corporation (SAIC) is the lower-risk stock at 0.

27β versus i3 Verticals, Inc. 's 0. 85β — meaning IIIV is approximately 212% more volatile than SAIC relative to the S&P 500. On balance sheet safety, i3 Verticals, Inc. (IIIV) carries a lower debt/equity ratio of 1% versus 86% for CACI International Inc — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Cellebrite DI Ltd.

(CLBT) is pulling ahead at 18. 6% versus -7. 3% for i3 Verticals, Inc. (IIIV). On earnings-per-share growth, the picture is similar: Cellebrite DI Ltd. grew EPS 123. 0% year-over-year, compared to -87. 9% for i3 Verticals, Inc.. Over a 3-year CAGR, CLBT leads at 20. 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.

Cellebrite DI Ltd.

(CLBT) is the more profitable company, earning 16. 5% net margin versus 4. 9% for Science Applications International Corporation — meaning it keeps 16. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CLBT leads at 14. 0% versus 1. 9% for IIIV. At the gross margin level — before operating expenses — CLBT leads at 84. 2%, 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, Science Applications International Corporation (SAIC) is the more undervalued stock at a PEG of 0. 56x versus CACI International Inc's 1. 41x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Science Applications International Corporation (SAIC) trades at 9. 3x forward P/E versus 37. 0x for Cellebrite DI Ltd. — 27. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CLBT: 51. 8% to $20. 67.

In this comparison, SAIC (1.

6% yield) pays a dividend. CLBT, IIIV, CACI do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Science Applications International Corporation (SAIC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

27), 1. 6% yield, +104. 0% 10Y return). Both have compounded well over 10 years (SAIC: +104. 0%, IIIV: +15. 2%), 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.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: CLBT is a small-cap high-growth stock; IIIV is a small-cap quality compounder stock; CACI is a mid-cap quality compounder stock; SAIC is a small-cap deep-value stock. SAIC pays a dividend while CLBT, IIIV, CACI do 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.