QUOTE AND NEWS
Wall Street Journal  Nov 6  Comment 
Private-equity firm Carlyle Group plans to cut its stake in defense contractor Booz Allen Hamilton Holding by about $289.4 million.
Market Intelligence Center  Nov 5  Comment 
The patented option trade-picking algorithms behind MarketIntelligenceCenter.com's Artificial Intelligence Center have selected a covered call trade on Booz Allen Hamilton Holding Corporation (BAH) that includes 8.37% downside protection. Sell one...
Wall Street Journal  Oct 29  Comment 
Booz Allen Hamilton Holding Corp. said its profit fell about 4% as the consulting company continues to struggle with tepid spending from federal government clients.
Market Intelligence Center  Oct 23  Comment 
For a hedged play on Booz Allen Hamilton Holding Corporation (BAH), MarketIntelligenceCenter.com’s option-trade picking algorithms recommend the Jun. '15 $25.00 covered call for a net debit in the $23.42 area. That is also the break-even stock...
Market Intelligence Center  Oct 16  Comment 
MarketIntelligenceCenter.com's patented trade-picking algorithms have identified an attractive covered-call trade on Booz Allen Hamilton Holding Corporation (BAH). Look at the Mar. '15 $24.00 covered call for a net debit in the $22.95 area. This...
DailyFinance  Aug 19  Comment 
The challenges that face Booz Allen Hamilton’s (NYSE: BAH) clients are as diverse as their organizations. Yet, one thread unites them—a pressing need for unique solutions combined with funding, workforce, and resource...
DailyFinance  Aug 11  Comment 
Booz Allen Hamilton Chief Financial Officer Kevin Cook and Investor Relations Director Curt Riggle will speak about the company’s performance and strategy at 12:30 p.m. EDT, Thursday, August 14 at the Jefferies 2014 Global...
SeekingAlpha  Aug 2  Comment 
ByBrian Grosso: Booz Allen Hamilton (NYSE:BAH) is currently highly-ranked by Joel Greenblatt's Magic Formula, which uses EBIT/EV and ROIC to systematically identify above-average businesses at below-average prices. My research has largely...
Benzinga  Jul 31  Comment 
Credit Suisse upgraded Booz Allen Hamilton Holding (NYSE: BAH) from Neutral to Outperform. The target price for Booz Allen Hamilton Holding has been raised from $23.00 to $27.00. Booz Allen Hamilton Holding shares have surged 7.82% over the...
Benzinga  Jul 31  Comment 




 
TOP CONTRIBUTORS

Booz Allen Hamilton (NYSE:BAH) sells and executes on management and technology consulting engagements with the US government's defense, intelligence, and civil domains. The vast majority of Booz Allen Hamilton's revenues come from contracts with U.S. government clients.[1] [1] In 2008, Booz Allen Hamilton separated from its parent company, Booz and Company.[2] This separation, which was negotiated under a non-compete agreement through the second quarter of 2011, will allow Booz Allen Hamilton to eventually expand into commercial and private industries.[2] This may offer Booz Allen Hamilton a chance to hedge a potential loss in revenue facing decreasing government expenditures.

Business Growth

The company's initial public offering of stock on the NYSE occurred on November 16, 2010. The company offered 14M shares each for $17. This was at at the low end of its $17-$19 range. The IPO raised a total of $238M. The lead underwriters of the deal were Morgan Stanley (MS) and Barclays (BCS).[3] Booz Allen Hamilton's total revenue increased by 17% from 2009 to 2010. The company had reported a total revenue figure of $4.4B in 2009 and $5.1B in 2010. The company also reported a net income of $25M in 2010. [4]

Trends and Forces

Booz Allen Hamilton's Separation from Booz and Company Will Open New Markets for Competition

When Booz Allen Hamilton separated from Booz and Company, the two companies signed a no-compete agreement that was set to expire in the second quarter of FY2011.[5] When this agreement expires, Booz Allen Hamilton will have an opportunity to compete in international and commercial markets - a previously untouched market as stipulated by the aforementioned agreement.[5]

Revenue Contingent on Continued U.S. Government Spending

Almost all of Booz Allen Hamilton's revenue come from contracts with the U.S. government, especially in defense and intelligence. As U.S. economic concerns continue, lawmakers may be inclined to cut into the near trillion dollar U.S. defense budget. Such cuts would have second and third order effects in the private consulting industry, especially on companies such as Booz Allen Hamilton that are reliant upon contracts for their revenues.

Competition

Booz Allen Hamilton competes in a largely saturated, private industry that provides consultation services for the U.S. government. Booz Allen's main competitors include SAIC (SAI), Lockheed Martin (LMT), and Raytheon Company (RTN).

References

  1. 1.0 1.1 | Booz Allen Hamilton 2009 Annual Report
  2. 2.0 2.1 Booz Allen separate
  3. Renaissance Capital - IPO Home "Booz Allen Hamilton prices IPO at $17, bottom of the range" 16 Nov 2010
  4. BAH 2010 S-1/A PROSPECTUS SUMMARY "SUMMARY OF HISTORICAL CONSOLIDATED FINANCIAL AND OTHER DATA" pg10
  5. 5.0 5.1 Morgan Stanley Maintains Overweight on Booz Allen
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