EPAM's third-quarter revenue topped guidance with a 2.5% constant-currency growth year over year. GAAP operating margin of 12.3% and non-GAAP operating margin of 16.7% both reached two-year highs. Management also increased share repurchase authorization by $1.5 billion.
EPAM’s expansion into system integration workflows and an expanded partnership ecosystem should help the company carve out a bigger share of total enterprise IT spending.
EPAM’s core workflows are more discretionary in nature, which means the company can take a larger hit during economic downturns.
Metric | EPAM | ACN | GLOB |
|---|---|---|---|
Price/Earnings (Normalized) | 12.66 | 19.21 | 7.94 |
Price/Book Value | 2.26 | 5.40 | 0.97 |
Price/Sales | 1.50 | 2.17 | 0.85 |
Price/Cash Flow | 11.73 | 12.32 | 6.15 |
Metric | EPAM | ACN | GLOB |
|---|---|---|---|
Quick Ratio | 2.58 | 1.31 | 1.78 |
Current Ratio | 2.76 | 1.43 | 1.84 |
Interest Coverage | 471.73 | 37.29 | 5.31 |
Metric | EPAM | ACN | GLOB |
|---|---|---|---|
Return on Assets (Normalized) | 14.62% | 12.92% | 8.33% |
Return on Equity (Normalized) | 19.31% | 30.55% | 12.99% |
Return on Invested Capital (Normalized) | 18.42% | 20.76% | 11.08% |
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