Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PLUS
Strong BuyFull HouseAPPROVEePlus inc. · Technology · United States · $2.3B · Avg Vol: $20M/d
ePlus clears the calibrated bar. All three legs are above the floor (Q59 V59 M62) and a buyback retiring 1.02% of shares provides the required corroboration. Nothing adverse survives the evidence test: the only insider figure on file is selling that rounds to 0.00% of shares outstanding, which the framework treats as unusable rather than adverse, and there is no negative earnings revision. IT infrastructure reselling with a growing managed-services attach benefits from datacentre demand.
COMPANY DESCRIPTION
ePlus inc. is a leading technology solutions provider, offering a comprehensive suite of IT products, professional services, and managed services to corporate and public sector clients. The company's competitive moat is its deep technical expertise, strategic partnerships with major technology vendors, and a consultative approach that provides customized solutions. ePlus operates as a trusted advisor and integrator, helping clients optimize their IT infrastructure and achieve digital transformation.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.1B | 2.2B | 2.0B | 2.4B | 5.7% | 2.4B | 2.6B | 2.7B | 4.8% |
| EPS | 4.49 | 4.35 | 4.07 | 5.05 | 4.0% | 4.66 | 5.13 | 5.58 | 5.1% |
| Shares | 26.9M | 27.0M | 26.5M | 26.3M | -2.3% | 26.1M | — | — | — |
| Debt | 175.0M | 141.3M | 89.5M | 119.7M | -11.9% | 122.5M | — | — | — |
| Equity | 782.3M | 901.8M | 970.7M | 1.1B | 11.0% | — | — | — | — |
| Op CF | -15.4M | 248.4M | 302.1M | -116.2M | 21.6% | 59.2M | — | — | — |
| Inv CF | -18.9M | -62.0M | -128.9M | 159.8M | — | — | — | — | — |
| Fin CF | -20.9M | -36.6M | -37.6M | -22.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of PLUS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PLUS | ePlus inc.(you) | $2.3B | 86 | Strong Buy |
| ALRM | Alarm.com Holdings, Inc. | $2.8B | 87 | Strong Buy |
| DBD | Diebold Nixdorf, Incorporated | $2.3B | 78 | Buy |
| ADEA | Adeia Inc. | $2.8B | 91 | Strong Buy |
| SPSC | SPS Commerce, Inc. | $3.1B | 82 | Strong Buy |
| GRND | Grindr Inc. | $2.7B | 79 | Buy |
| FRSH | Freshworks Inc. | $3.6B | 88 | Strong Buy |
| BLKB | Blackbaud, Inc. | $2.2B | 73 | Buy |
| DFIN | Donnelley Financial Solutions, Inc. | $1.2B | 88 | Strong Buy |
| NATL | NCR Atleos Corporation | $3.4B | 79 | Buy |
Peer medians: ROE 4.6% · P/E 35.3x · Gross margin 51.3%