$Amdocs (DOX.US)$Excluded from the fall 2022 inventory due t...

Launched in 2013, it is mainly a software business for communication media. 2/3 of the market is in the US, and the current price is 90.75.

Revenue has continued to grow over the past 5 years, with an average growth rate of 4.2%. Operating profit continued to grow, with an average growth rate of 7.1%. Net profit experienced a sharp rise in 2021 due to business sales. The average growth rate was 8.9%, and contracted 1.2% in 2023 due to restructuring and mergers and acquisitions. The 2023 interest burden is negligible. The gross margin has basically remained around 35% in the past 5 years, and the return on net assets has increased from 13.7% to 15.1%.

2024Q1 revenue increased 5%, operating profit increased 5.6%, and net profit increased 14.5%.

The current price-earnings ratio of 20.2 and the price-earnings ratio of TTM 19.4 are not very attractive compared to the long-term growth rate.