ePlus, Inc. (PLUS)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$92.10+1.35%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · PLUS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks PLUS against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to achieve double-digit growth in net sales, gross profit, and adjusted EBITDA, leveraging AI and expanding product and service offerings.
Stated as a priority in 3 of last 3 quarters. Fiscal 2026 net sales grew 22.1% to $2.44B and adjusted EBITDA rose 49.5% to $204.8M. Management reiterated fiscal 2027 guidance for mid-single digit growth in net sales, gross profit, and adjusted EBITDA. The trajectory shows strong delivery on growth commitments.
“Achieved double digit growth across net sales and gross profit; fiscal 2027 guidance of mid-single digit growth.”
“Net sales increased 24.6% and net earnings from continuing operations more than doubled year over year.”
“Raised fiscal year 2026 guidance for net sales, gross profit, and Adjusted EBITDA with expected net sales growth of 20% to 22%.”
Continue to return capital to shareholders by maintaining and increasing quarterly cash dividends.
Maintained and increased quarterly dividends in 3 of last 3 quarters, raising the dividend from $0.25 to $0.27 per share. This consistent capital return aligns with management's stated commitment to enhancing shareholder returns.
Increase Board size and add experienced directors to strengthen governance and operational oversight.
Newly stated in 2026-Q3 with appointment of John M. Lutz and Board expansion from eight to nine directors. This is a recent governance enhancement with no prior quarters stating this priority.
Focus on improving results of operations and financial condition as reflected in quarterly earnings announcements.
Increase board size and appoint new directors to strengthen governance and oversight.
Over the trailing year it converted 0.42x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 42% of the time over the next year (vs 59% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“Increasing quarterly dividend by 8% to $0.27 per common share.”
“Announced quarterly dividend of $0.25 per common share.”
“Announced quarterly dividend of $0.25 per common share.”