Booz Allen Hamilton (BAH)
NYSEIndustrialsConsulting ServicesSnapshot 2026-11-04
$88.30+1.47%
Close 2026-11-04 · 1-day change
NYSEIndustrialsConsulting ServicesSnapshot 2026-11-04
Research Workspace
Put BAH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
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 expansion. 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 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
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 41% in its worst 12-month stretch.
View RiskBooz Allen's federal spending engine has to keep compounding to justify the price. Revenue is shrinking, falling 3.9% year over year in the latest quarter. The company beat earnings estimates by 22.2% in that same period. It trades at 12 times earnings versus a 23 times peer median. The price reflects less growth than we forecast. The civil division weakness threatens the fiscal 2027 revenue target. Peer multiples imply a price about 45% above where it trades. Our read remains intact. This read is provisional.
Trailing returns as of 2026-11-04. BAH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering BAH (as of Nov 2026).
Based on 6 Wall Street analysts offering 12-month price targets for BAH in the last 4 months.
Continue this research
Compare BAH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BAH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-11-04. 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.
Compare the value case
Put BAH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve adjusted diluted EPS of $6.00 - $6.35 for fiscal year 2027
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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $88.30
The last 12 months of price, then the range of analyst 12-month targets from today’s $88.30.
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.
Reported EPS outlook exceeds the tracked range, while revenue guidance remains within the objective.
Threatens: Achieve revenue of $11.2 - $11.7 billion for fiscal year 2027
Q2 revenue miss and civil weakness pressure the FY2027 revenue growth objective.
Advances: Achieve revenue of $11.2 - $11.7 billion for fiscal year 2027
Upgrade reflects positive outlook on federal spending impacting revenue growth.
Advances: Achieve revenue of $11.2 - $11.7 billion for fiscal year 2027
Upgrade reflects positive outlook on revenue growth potential.
Advances: Achieve revenue of $11.2 - $11.7 billion for fiscal year 2027
Contract supports revenue growth towards fiscal year 2027 target.
Advances: Integrate Ultra I&C Mission Solutions acquisition to strengthen defense tech po…
Financing supports integration of Ultra I&C acquisition.
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.