windough
Oct 13, 5:59 PM
$AMTM For one
$75K buy, I’d take BAH. AMTM has more upside torque, but BAH is the cleaner risk-adjusted buy.
At current marks,
$75K buys about 4,029 shares of AMTM at
$18.62 or 1,034 shares of BAH at
$72.52. AMTM is around a
$4.7B market cap; BAH is around
$8.8B.
BAH case: trades at about 11.3x trailing earnings, FY27 adjusted EPS guidance is
$6.00–
$6.35, and it pays a
$2.36/year dividend, roughly 3.2%, or about
$2.4K a year on
$75K. Q1 FY27 was solid: revenue
$2.8B, adjusted EPS
$1.81, backlog over
$39B, FY free-cash-flow guidance
$825–925M, and net leverage 2.7x. Main risks: revenue was still down 4.2%, Civil is guided down high-single-digits, and BAH reports Oct 23 — so I’d stage the buy rather than put it all on before earnings.
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