Chris Blumas
Maximus, Inc.
MMS-N
DON'T BUY
Apr 13, 2022
IT services company, majority of revenue from government. Big acquisition added debt. Covid benefit has moderated, cashflow has been hit. Good business economics, great free cashflow, attractive valuation. In the space he prefers CGI, with a more global platform, free cashflow yield of 6%, less focus on government work.