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Booz Allen Hamilton (BAH) Earnings Call Presentation
2025-06-27 14:40
Founded 1914 Headquartered in McLean, VA NYSE Ticker: BAH $10.7B in FY24 Revenue Copyright © Booz Allen Hamilton Inc. 2025 www.boozallen.com OK TO WORK DESIGN Booz Allen Hamilton Internal Copyright © Booz Allen Hamilton Inc. 2025 Copyright © Booz Allen Hamilton Inc. 2025 DISCLAIMER Disclaimer Booz Allen's fiscal year ends on March 31 and unless otherwise noted, references to fiscal year, fiscal or FY are for fiscal years ended March 31. Note Regarding Non-GAAP Financial Data Information Booz Allen discloses ...
1 Under-the-Radar Stock That Holds the Key to All Advanced Technology
The Motley Fool· 2025-03-31 16:30
Core Viewpoint - ASML holds a technological monopoly in manufacturing extreme ultraviolet (EUV) lithography machines, which are essential for producing advanced chips [1][2] Company Overview - ASML is the only company capable of producing EUV machines, making it critical for technological advancements in the semiconductor industry [1][2] - The company has not been accused of anti-competitive practices, which supports its position in the market [2] Product and Technology - ASML's EUV machines are used to create electrical traces on chips, with current technology achieving trace distances as small as 3 nanometers [3] - Future advancements are expected, with 2-nanometer and 1.6-nanometer chips anticipated for release in 2025 and 2026 [3] Financial Performance - ASML's revenue guidance for 2025 was reduced due to export restrictions affecting sales in China, but the long-term revenue guidance for 2030 remains unchanged [5] - The company expects to generate between 44 billion and 60 billion euros in revenue by 2030, indicating a compound annual growth rate of 7.6% to 13.3% from 2024's revenue of 28.3 billion euros [7] Market Position - ASML's stock has decreased approximately 35% from its all-time high, presenting a potential buying opportunity as key clients announce expansions that will likely boost sales [5][6] - The stock is currently trading at its lowest valuation in three years from a forward price-to-earnings perspective [8][10] Investment Outlook - The combination of a low stock price, a 1% dividend yield, and projected double-digit growth makes ASML an attractive investment [8][10] - The company's technology is considered irreplaceable for the production of advanced chips, which are crucial for various high-tech applications [11]