$Amdocs (DOX.US)$In the inventory check in autumn 2022, it w...

Listed in 2013, mainly engaged in software business for the communication media industry, with 2/3 of the market in the United States, and the current price is 90.75.

For the past 5 years, revenue has continued to grow at an average rate of 4.2%, operating profit has continued to grow at an average rate of 7.1%, and net income has experienced a significant increase in 2021 due to business divestitures, with an average growth rate of 8.9%. In 2023, it is expected to shrink by 1.2% due to restructuring and mergers and acquisitions. The interest burden in 2023 can be ignored. The gross margin has been maintained at around 35% for the past 5 years, and the return on net assets has increased from 13.7% to 15.1%.

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

Currently, the PE ratio is 20.2, the TTM PE ratio is 19.4, and there is not much attractiveness compared to the long-term growth rate.