Information Technology Services companies: ACN, EPAM, CTSH and DAVA

Charif Hakim
Oct 20, 2022
Hi Cameron,
I am looking to expand my exposure to the technology industry, and was looking more into companies that offers IT services to corporations. 

I came across 4 companies that I find very interesting:
1- Accenture plc - ACN. -> Down -36.30% YTD.
2- EPAM Systems, Inc - EPAM. -> Down -50.39% YTD.
3- Cognizant Technology Solutions Corporation - CTSH. -> Down -32.59% YTD.
4- Endava plc - DAVA. -> Down -58.96% YTD.

All 4 seem to have growing revenue, growing ebitda, low debt and growing FCF. The only thing I have a doubt about is the valuations.

Any chance that you could create a one pager for each?

Thank you! 
Cameron Stewart
Oct 24, 2022
Hi Charif,

This is the public forum for me to post sample 1 Pagers.  Can you post this comment into the Cash Flow Club?  

Thanks. 
Cameron 
Charif Hakim
Oct 24, 2022
Hello Cameron, thanks!
Just reposted it :)