MMS MAXIMUS, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
12:56
04 авг
04 авг
Temporary $188M federal receivables drain depressed trailing FCF; management guides $450-500M FCF and DSO back below 70 days. Margins are above 5-year averages, and buybacks are aggressive at discount to intrinsic value. The market is pricing MMS as broken at ~10x owner earnings, but if DSO normalizes, earnings power is ~$8.75/share; even a 12x multiple supports ~$79, leaving meaningful upside from $62.21. Long MMS is a bet on cash-flow normalization and continued share-count reduction, not a balance-sheet or asset-value story. Author is buying and sees a wide margin of safety. DSO stays above 75 days or FCF guide missed; Medicaid/Medicare budget cuts; loss of the VBA recompete; high net debt with no asset protection.
Выс.
18:33
15 мая
15 мая
SEC FOIA logs reveal ongoing investigations for listed companies.
SEC FOIA logs reveal ongoing investigations for listed companies, indicating regulatory scrutiny but no directional view expressed.
Выс.
Об аналитическом покрытии MMS
Buzzberg отслеживает MMS (MAXIMUS, Inc.) в 2 источниках. Бычьих сигналов: 1, медвежьих: 0, от 2 аналитиков. Сентимент преимущественно бычий (50%). Всего отслеживаются 2 торговые идеи. Последние спикеры: u/solacelabx, stockjabber.