VioletaStoimenova Investment thesis Our current investment thesis is: CGI is a high-quality compounder in our view. Management has shrewdly developed a globally competitive business with a diversified array of services. This has allowed it to operate above-average margins and achieve consistent growth, funding aggressive buybacks. Looking ahead, we see industry tailwinds and its competitive position driving a small step-up in growth, contributing to enhanced returns. We do not believe this is wholly priced in, implying an upside. Given CGI is better placed than its peers on a financial basis, we see it as a good investment at today’s price. Company description CGI Inc. (NYSE: GIB ) is a leading Canadian IT and business consulting services firm, providing end-to-end IT and business process services to clients worldwide. With a focus on innovation and client satisfaction, CGI has established itself as a key player in the global technology industry. Share price Data by YCharts CGI’s share price performance has been good during the last decade, with over 190% returns. This lands marginally above the S&P. This is a reflection of its positive financial development and an improvement in investor sentiment about its long-term trajectory. Financial analysis CGI financials (Capital IQ) Presented […]
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
