{"contract": "sm-investment-case-1", "found": true, "available": true, "as_of": "2026-09-11", "checked_on": "2026-09-19", "listing": {"uuid": "3035c4b9-65fb-4abe-8894-e6dda06585e5", "symbol": "CACI", "name": "CACI International Inc", "exchange": "NYSE", "country": "US", "sector": "Technology", "industry": "Information Technology Services"}, "business_type": "Operating company", "price": {"value": 621.17, "currency": "USD", "as_of": "2026-09-11", "basis": "Completed weekly quoted close; before dividends"}, "assessment": {"available": true, "rating": "Sell", "target_price": 398.76, "target_date": "2027-09-15", "price_change_to_target_pct": -35.8, "currency": "USD", "reviewed_on": "2026-09-18", "explanation": "The central target is 35.8% below the price, meeting the 25% downside requirement. That decline also exceeds or matches the stronger-case upside of 0.0%. This is a valuation view, not a finding that the business is poor.", "assumptions": [{"name": "Starting annual sales growth", "value": 9.85, "unit": "percent"}, {"name": "Long-term operating margin", "value": 8.67, "unit": "percent"}]}, "review": {"status": "Published assessment", "last_checked": "2026-09-18T02:38:28.915475+00:00", "next_scheduled": "2026-12-17", "published_at": "2026-09-18T02:38:28.915475+00:00", "environment": "live", "publication_url": "https://sharemaestro.com/investment-case/record/3089/"}, "business_view": {"headline": "A higher valuation still needs stronger profitability.", "summary": "Quarterly sales are growing, but price has outpaced earnings.", "case_for": [{"headline": "Quarterly sales are growing", "explanation": "Revenue changed +17.6% from the same quarter last year, through 2026-06-30. The previous quarter\u2019s year-on-year change was +8.5%.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/3035c4b9-65fb-4abe-8894-e6dda06585e5/#ic-quarter-sales"}, {"headline": "More cash remains for each dollar of profit", "explanation": "Cash after capital spending / profit: 1.5\u00d7 for CACI, against 1.2\u00d7 across 10 comparable peers.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/3035c4b9-65fb-4abe-8894-e6dda06585e5/#ic-peer-measures"}], "case_against": [{"headline": "Price has outpaced earnings", "explanation": "Over 1 year (2025-09-12 to 2026-09-11), price changed +25.2% and trailing EPS changed +12.6%. A wider gap changes the earnings multiple; it does not establish fair value.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/3035c4b9-65fb-4abe-8894-e6dda06585e5/#ic-earnings-horizons"}, {"headline": "Working capital is growing faster than sales", "explanation": "Inventory changed +40.0%, against sales of +17.6%, from the same quarter last year. This can tie up cash. Acquisitions, payment timing and seasonality also need checking.", "evidence_url": "https://sharemaestro.com/investment-case/ticker/3035c4b9-65fb-4abe-8894-e6dda06585e5/#ic-quarter-working"}]}, "watch_points": [], "financial_period": "2026-06-30", "next_results": "2026-10-28", "data_notes": ["Financial totals have been checked against their reporting periods. Only matching twelve-month figures are used; unsupported measures remain blank."], "canonical_url": "https://sharemaestro.com/investment-case/ticker/3035c4b9-65fb-4abe-8894-e6dda06585e5/", "pdf_url": "https://sharemaestro.com/investment-case/ticker/3035c4b9-65fb-4abe-8894-e6dda06585e5/download.pdf", "limitations": ["The published assessment stays fixed between governed reviews. Scenarios edited in the browser do not change it.", "Each financial period and price date is separate. Company coverage varies.", "Targets exclude dividends, fees and tax. A missing target is unavailable, not zero.", "Preview assessments are identified and do not establish a live performance record."], "disclaimer": "Automated model research, not personal investment advice. Targets depend on assumptions; returns are not guaranteed.", "revision": "585be652ace23d00eb0c2ca24ffb748253796dc09bdfafb1f8ab0c1aeed78fad"}