EPAM Systems (NYSE:EPAM)

CAPS Rating: 4 out of 5

Results 1 - 11 of 11

Recs

0
Member Avatar ScalaAnalyst (22.36) Submitted: 2/3/2015 11:27:48 AM : Outperform Start Price: $47.00 EPAM Score: +37.56

20140203
EPAM Systems, Inc (EPAM) like most companies have been affected by global crises. However, they have managed to keep a positive attitude and continue to satisfy their customers. This small 2.25B company will be releasing their quarter report on 2/25/14 and they should, again, be able to continue to exceed street estimates.

They have a high trailing PE of 33.39, but for a company that has 37% rev growth and 15.8% quarterly earnings growth, this is to be expected. They have a return o Assets (ttm) of 11.33% and Return on Equity (ttm) of 17.55%.

They have no debt, so all of their earning will be applied to company growth. With a Operating Cash Flow (ttm) of 102.6M and Levered Free Cash Flow (ttm) of 84.58M they are poised to move in most any direction that will move more customers to their door.

Against their competitors CTSH and INFY which are company's that are 12 times bigger, EPAM has managed to turn a quarterly Rev Growth (yoy) of 38%. This beats CTSH with 12% and INFY with 6%. The future PEG is 1.57 for EPAM verses 1.25 and 1.37 for these other companies. EPAM is also has the lowest Price/Sales ratio at 3.27.

They only have insider ownership of 7.08%, but this may be enough to keep management moving the company in a positive direction. I think they would be a good investment for the next 3 to 5 years.

Recs

0
Member Avatar freecapital (78.29) Submitted: 2/1/2015 8:11:35 AM : Outperform Start Price: $49.07 EPAM Score: +29.95

http://boards.fool.com/year-end-19-epam-new-position-rec-by-anirban-31605644.aspx?sort=whole#31605644

Recs

0
Member Avatar PuddinHead42 (43.69) Submitted: 10/23/2014 11:42:32 PM : Outperform Start Price: $45.24 EPAM Score: +38.84

True buy point is $46.09 on volume, but this is a good cheater point.

Recs

1
Member Avatar Milo107 (39.79) Submitted: 9/9/2014 8:01:28 PM : Outperform Start Price: $43.08 EPAM Score: +46.24

MF Hidden Gems

Recs

1
Member Avatar bbmaven (100.00) Submitted: 5/12/2014 11:19:23 AM : Outperform Start Price: $33.34 EPAM Score: +86.55

Geopolitical fears created some panic selling in this software services company based in Belarus. My sense is that it was overdone and these folks have enough geographic diversity that Ukraine unrest will be nothing more than a blip on their results.

Recs

0
Member Avatar jpat34721 (22.93) Submitted: 5/6/2014 1:53:55 PM : Outperform Start Price: $32.36 EPAM Score: +92.63

Beaten down by Ukraine crisis which will not effect operations no matter how it is resolved.

Recs

0
Member Avatar Punxsutawneyphil (< 20) Submitted: 3/5/2014 6:43:02 PM : Outperform Start Price: $36.27 EPAM Score: +71.20

Solid recommendation now over sold

Recs

0
Member Avatar TMFOpie (97.22) Submitted: 3/3/2014 10:29:15 AM : Outperform Start Price: $36.77 EPAM Score: +66.54

Ukraine and Russia situation has escalated tensions and it's knocking EPAM down 12%, which I think is an over-reaction for what this company can deliver over the next several years. The near-term is uncertain as it is for all stocks. But the long-term picture is brighter for the company, its founder (who owns a lot of stock) and the sharedholders. Outperform by 2018.

Recs

0
Member Avatar helicopterfool (96.98) Submitted: 2/6/2014 12:12:34 PM : Outperform Start Price: $40.88 EPAM Score: +43.38

per IBDvalue investor

Recs

0
Member Avatar tedski2000 (< 20) Submitted: 10/30/2013 1:38:31 PM : Outperform Start Price: $37.31 EPAM Score: +58.74

This stock was the Zacks Bull-of-the-Day on the day it was placed in the CAPS portfolio. All Bull-of-the-Day picks are marked with the green checkmark in the CAPS portfolio.

Recs

0
Member Avatar YegorK1 (< 20) Submitted: 4/22/2013 2:38:05 AM : Outperform Start Price: $20.94 EPAM Score: +182.23

Going public on NYSE should attract more serious clients. EPAM also has superior quality of service comparing to traditional IT service providers from India and China.

Results 1 - 11 of 11

Featured Broker Partners


Advertisement