EPAM Systems: Growth Engine Slowing But It's All 'Priced In' (Archive)
EPAM’s decade-long growth juggernaut is slowing, but the stock already reflects it.
This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.
Elevator Pitch
- EPAM has been a growth machine. But it is now facing a sharp growth slowdown.
- Wallet share losses suggest a weakening growth engine.
- Guidance for Q1 FY23 and FY23 is very tepid.
- My DCF valuation suggests it's all 'priced in'.
Read the full article here.
Disclosures and Disclaimers
Past performance ≠ future results. Not investment advice. See full Disclaimer.
Comments ()