Stock IdeasDec. 26, 2025 3:45 PM ETCACI International Inc (CACI) StockThe Value InvestorInvesting Group LeaderCommentsSummaryCACI International Inc continues to deliver robust growth, aided by targeted M&A and a strong government-focused technology portfolio.Recent ARKA Group acquisition increases leverage to 4x EBITDA, with limited near-term EPS accretion and a premium 4x sales multiple paid.CACI trades at about 20x earnings and 1.5x sales, with a solid backlog but heightened balance sheet risk post-deal.I favor a wait-and-see approach given elevated leverage, but remain interested in CACI on dips or positive news flow.krblokhin/iStock Editorial via Getty ImagesA little over a year ago, I called CACI International Inc. (CACI) an impressive defense technology play. Its shares rose some 50% in just about a year's time, as the defense/technology player subsequently has beenMore on my IG serviceIf you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!This article was written byThe Value Investor27.43K FollowersThe Value Investor has a Master of Science with specialization in financial markets and a decade of experience tracking companies via catalytic company events. As the leader of the investing group Value In Corporate Events they provide members with opportunities to capitalize on IPOs, mergers & acquisitions, earnings reports and changes in corporate capital allocation. Coverage includes 10 major events a month with an eye towards finding the best opportunities. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments