NYSEIndustrialsConsulting ServicesSnapshot 2026-07-31
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 7% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 15%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 46% in its worst 12-month stretch.
View RiskBooz Allen Hamilton's growth depends on its strong national security backlog. The company beat earnings expectations with a 21% surprise and aims for $11.2 to $11.7 billion in revenue for fiscal year 2027. It trades at 10.0× P/E, below the peer median of 24.2×. Expectations seem modest compared to its growth potential. A risk is the 13% chance of a miss in the next quarter. Peer multiples imply a price about 23% above where it trades. Our read is provisional.
Trailing returns as of 2026-07-31. BAH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 14 analysts currently covering BAH (as of Jul 2026).
Based on 7 Wall Street analysts offering 12-month price targets for BAH in the last 4 months.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Research & Consulting Services — fair value, gap to price, and forward P/E.
Advances: Integrate Ultra I&C Mission Solutions acquisition to strengthen defense tech po…
Financing supports integration of Ultra I&C acquisition.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $69.72
The last 12 months of price, then the range of analyst 12-month targets from today’s $69.72.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve revenue of $11.2 - $11.7 billion for fiscal year 2027
Backlog growth supports revenue targets for fiscal year 2027.
Advances: Achieve revenue of $11.2 - $11.7 billion for fiscal year 2027
Earnings beat supports revenue growth objective.
Advances: Achieve adjusted diluted EPS of $6.00 - $6.35 for fiscal year 2027
Earnings call confirms strong EPS performance.
Advances: Achieve revenue of $11.2 - $11.7 billion for fiscal year 2027
Acquisition enhances defense tech, supporting revenue growth.
Price target cut raises growth concerns.
Advances: Achieve adjusted diluted EPS of $6.00 - $6.35 for fiscal year 2027
Earnings beat supports growth objectives.
