BOOZ ALLEN HAMILTON HOLDING CORPORATION
BAH · Consumer Discretionary · $7.8B mkt cap · FY2026 filings · Wide moat
Wonderful & reasonably priced
The four filters
Pricing power90
Median gross margin 53.6% over 10y, very stable.
Returns on capital100
Median ROIC 20.6%, above the 9% hurdle in 100% of years.
Balance-sheet safety25
Net debt/EBITDA 2.7x, interest coverage 5x.
Capital discipline100
Owner earnings +14.8%/yr, share count shrinking (buybacks).
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $703.0M
- Est. intrinsic value / share
- $105.15
- Recent price
- $65.23
- Discount to value
- 38% below value
Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.