EPAM's second-quarter revenue grew 3% year over year in constant currency. GAAP operating margin improved by 150 basis points to 10.8%. Management's revision of full-year revenue growth outlook to 3.2%-4.2% from 4.0%-6.5% sent shares down 14% in intraday trading.
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) | 7.85 | 12.41 | 6.07 |
Price/Book Value | 1.45 | 3.53 | 0.74 |
Price/Sales | 0.96 | 1.45 | 0.65 |
Price/Cash Flow | 7.50 | 8.35 | 4.70 |
|
Metric
|
EPAM
|
ACN
|
GLOB
|
|---|---|---|---|
Quick Ratio | 2.56 | 1.21 | 1.78 |
Current Ratio | 2.75 | 1.34 | 1.84 |
Interest Coverage | — | 39.69 | 5.31 |
|
Metric
|
EPAM
|
ACN
|
GLOB
|
|---|---|---|---|
Return on Assets (Normalized) | 14.41% | 15.46% | 4.60% |
Return on Equity (Normalized) | 18.98% | 35.59% | 7.17% |
Return on Invested Capital (Normalized) | 18.03% | 24.86% | 6.48% |
|
1-Day Chart
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Name
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Price
|
Morningstar Rating for Stocks
|
Capital Allocation
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Economic Moat
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United States