Financial Survey: CACI International (CACI) & Acxiom (ACXM)

CACI International (NYSE: CACI) and Acxiom (NASDAQ:ACXM) are both mid-cap computer and technology companies, but which is the better business? We will compare the two companies based on the strength of their risk, valuation, analyst recommendations, institutional ownership, profitability, dividends and earnings.

Profitability

This table compares CACI International and Acxiom’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
CACI International 6.13% 9.64% 4.50%
Acxiom 1.14% 2.77% 1.71%

Earnings & Valuation

This table compares CACI International and Acxiom’s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
CACI International $4.35 billion 0.84 $163.67 million $10.70 13.87
Acxiom $880.25 million 2.43 $4.10 million $0.12 225.00

CACI International has higher revenue and earnings than Acxiom. CACI International is trading at a lower price-to-earnings ratio than Acxiom, indicating that it is currently the more affordable of the two stocks.

Institutional and Insider Ownership

88.3% of CACI International shares are held by institutional investors. Comparatively, 98.5% of Acxiom shares are held by institutional investors. 1.4% of CACI International shares are held by insiders. Comparatively, 3.5% of Acxiom shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Volatility and Risk

CACI International has a beta of 1.63, meaning that its stock price is 63% more volatile than the S&P 500. Comparatively, Acxiom has a beta of 1.25, meaning that its stock price is 25% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for CACI International and Acxiom, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CACI International 0 5 8 0 2.62
Acxiom 0 0 4 0 3.00

CACI International presently has a consensus price target of $151.80, suggesting a potential upside of 2.30%. Acxiom has a consensus price target of $34.00, suggesting a potential upside of 25.93%. Given Acxiom’s stronger consensus rating and higher possible upside, analysts plainly believe Acxiom is more favorable than CACI International.

Summary

CACI International beats Acxiom on 8 of the 14 factors compared between the two stocks.

About CACI International

CACI International Inc is a simulation technology company. The Company provides information solutions and services. The Company operates through two segments: domestic operations and international operations. It serves clients in the United States federal government and commercial markets, primarily throughout North America and internationally on behalf of the United States customers, as well as in the United Kingdom and the Netherlands. The Company’s primary customers are agencies and departments of the United States government. The Company’s domestic operations segment provides information solutions and services to its domestic customers in market areas, which include business systems; command and control; communications; cyber security, and enterprise information technology. Its international operations are conducted through its subsidiaries in Europe, including CACI Limited and CACI BV. Its international operations segment provides IT services, and data and software products.

About Acxiom

Acxiom Corporation (Acxiom) is a technology and enablement services company. The Company operates through three business segments: Marketing Services, Audience Solutions, and Connectivity. The Company’s Marketing Services segment helps clients to unify data at individual level. The Audience Solutions segment helps clients to validate the accuracy of their people-based data, enhance it with additional insight and keep it up to date, enabling clients to reach desired audiences with relevant messages. The Connectivity segment activates data and makes it portable across the open marketing ecosystem. The Company serves a global client base from locations in the United States, Europe and the Asia-Pacific region. The Company’s client base includes organizations in these regions across industry verticals, including financial, insurance and investment services, automotive, retail, telecommunications, healthcare, travel, entertainment, non-profit and government.

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