Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 13%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.3%, FCF Yield is 11%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26%

Low stock price volatility
Vol 12M is 34%

Megatrend and thematic drivers
Megatrends include Digital Health & Telemedicine, Aging Population & Chronic Disease, and Automation & Robotics. Themes include Health Data Analytics, Show more.

Weak multi-year price returns
2Y Excs Rtn is -64%, 3Y Excs Rtn is -99%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.4%, Rev Chg QQuarterly Revenue Change % is -4.1%

Key risks
MMS key risks include [1] its high dependence on government contracts for revenue and [2] significant cybersecurity vulnerabilities, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 13%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 8.3%, FCF Yield is 11%
1 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26%
2 Low stock price volatility
Vol 12M is 34%
3 Megatrend and thematic drivers
Megatrends include Digital Health & Telemedicine, Aging Population & Chronic Disease, and Automation & Robotics. Themes include Health Data Analytics, Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -64%, 3Y Excs Rtn is -99%
5 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.4%, Rev Chg QQuarterly Revenue Change % is -4.1%
6 Key risks
MMS key risks include [1] its high dependence on government contracts for revenue and [2] significant cybersecurity vulnerabilities, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Maximus (MMS) stock has lost about 30% since 1/31/2026 because of the following key factors:

1. Maximus experienced year-over-year revenue declines in both the first and second quarters of fiscal year 2026. For the first quarter, revenue was $1.35 billion, a 4.1% decrease from the prior year. The second quarter saw revenue of $1.31 billion, also a 4.1% decline year-over-year, and this figure missed analyst expectations of $1.37 billion by approximately 4.38%. Management attributed this shortfall partly to the absence of elevated natural disaster support work and temporary clinical volume surges that had boosted results in the comparative prior-year periods.

2. The company’s revenue guidance for fiscal year 2026 was narrowed and faced reductions due to divestitures and delays in new work. In the first quarter of fiscal year 2026, Maximus narrowed its full-year revenue guidance to a range between $5.2 billion and $5.35 billion. This included a reduction of $25 million attributable to a small divestiture completed in the quarter and a further $50 million reduction at the top end due to updated new work assumptions and delays. Despite raising earnings per share guidance, the reiteration of the unchanged full-year revenue guidance in Q2 2026 meant the midpoint of $5.275 billion remained slightly below the analyst consensus estimate of $5.32 billion.

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Stock Movement Drivers

Fundamental Drivers

The -31.6% change in MMS stock from 1/31/2026 to 5/10/2026 was primarily driven by a -43.7% change in the company's P/E Multiple.
(LTM values as of)13120265102026Change
Stock Price ($)94.0264.27-31.6%
Change Contribution By: 
Total Revenues ($ Mil)5,4315,318-2.1%
Net Income Margin (%)5.9%7.0%19.5%
P/E Multiple16.69.3-43.7%
Shares Outstanding (Mil)56543.8%
Cumulative Contribution-31.6%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/10/2026
ReturnCorrelation
MMS-31.6% 
Market (SPY)3.6%24.0%
Sector (XLP)1.4%-6.1%

Fundamental Drivers

The -22.0% change in MMS stock from 10/31/2025 to 5/10/2026 was primarily driven by a -36.8% change in the company's P/E Multiple.
(LTM values as of)103120255102026Change
Stock Price ($)82.4464.27-22.0%
Change Contribution By: 
Total Revenues ($ Mil)5,4295,318-2.0%
Net Income Margin (%)5.8%7.0%20.5%
P/E Multiple14.89.3-36.8%
Shares Outstanding (Mil)57544.5%
Cumulative Contribution-22.0%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/10/2026
ReturnCorrelation
MMS-22.0% 
Market (SPY)5.5%19.2%
Sector (XLP)11.9%2.6%

Fundamental Drivers

The -2.5% change in MMS stock from 4/30/2025 to 5/10/2026 was primarily driven by a -32.6% change in the company's P/E Multiple.
(LTM values as of)43020255102026Change
Stock Price ($)65.9164.27-2.5%
Change Contribution By: 
Total Revenues ($ Mil)5,3825,318-1.2%
Net Income Margin (%)5.3%7.0%33.0%
P/E Multiple13.99.3-32.6%
Shares Outstanding (Mil)605410.1%
Cumulative Contribution-2.5%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/10/2026
ReturnCorrelation
MMS-2.5% 
Market (SPY)30.4%27.2%
Sector (XLP)5.7%8.7%

Fundamental Drivers

The -19.6% change in MMS stock from 4/30/2023 to 5/10/2026 was primarily driven by a -63.6% change in the company's P/E Multiple.
(LTM values as of)43020235102026Change
Stock Price ($)79.9264.27-19.6%
Change Contribution By: 
Total Revenues ($ Mil)4,7295,31812.4%
Net Income Margin (%)4.0%7.0%74.3%
P/E Multiple25.69.3-63.6%
Shares Outstanding (Mil)615412.7%
Cumulative Contribution-19.6%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/10/2026
ReturnCorrelation
MMS-19.6% 
Market (SPY)78.7%31.4%
Sector (XLP)18.0%18.0%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
MMS Return10%-6%16%-10%17%-22%-1%
Peers Return15%-1%15%18%-9%-19%15%
S&P 500 Return27%-19%24%23%16%7%95%

Monthly Win Rates [3]
MMS Win Rate67%42%58%50%67%60% 
Peers Win Rate62%50%62%62%48%36% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
MMS Max Drawdown-0%-29%-3%-16%-13%-27% 
Peers Max Drawdown-9%-21%-20%-9%-28%-27% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: LDOS, BAH, ACN, IBM, CNDT. See MMS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/8/2026 (YTD)

How Low Can It Go

EventMMSS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-16.0%-9.5%
  % Gain to Breakeven19.1%10.5%
  Time to Breakeven62 days24 days
2023 SVB Regional Banking Crisis
  % Loss-11.8%-6.7%
  % Gain to Breakeven13.4%7.1%
  Time to Breakeven27 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-29.8%-24.5%
  % Gain to Breakeven42.5%32.4%
  Time to Breakeven120 days427 days
2020 COVID-19 Crash
  % Loss-32.1%-33.7%
  % Gain to Breakeven47.3%50.9%
  Time to Breakeven72 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-20.5%-3.7%
  % Gain to Breakeven25.8%3.9%
  Time to Breakeven13 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-25.6%-12.2%
  % Gain to Breakeven34.5%13.9%
  Time to Breakeven399 days62 days

Compare to LDOS, BAH, ACN, IBM, CNDT

In The Past

Maximus's stock fell -5.8% during the 2025 US Tariff Shock. Such a loss loss requires a 6.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventMMSS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-29.8%-24.5%
  % Gain to Breakeven42.5%32.4%
  Time to Breakeven120 days427 days
2020 COVID-19 Crash
  % Loss-32.1%-33.7%
  % Gain to Breakeven47.3%50.9%
  Time to Breakeven72 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-20.5%-3.7%
  % Gain to Breakeven25.8%3.9%
  Time to Breakeven13 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-25.6%-12.2%
  % Gain to Breakeven34.5%13.9%
  Time to Breakeven399 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-22.3%-17.9%
  % Gain to Breakeven28.7%21.8%
  Time to Breakeven35 days123 days
2008-2009 Global Financial Crisis
  % Loss-30.4%-53.4%
  % Gain to Breakeven43.7%114.4%
  Time to Breakeven76 days1085 days

Compare to LDOS, BAH, ACN, IBM, CNDT

In The Past

Maximus's stock fell -5.8% during the 2025 US Tariff Shock. Such a loss loss requires a 6.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Maximus (MMS)

Maximus, Inc. provides business process services (BPS) to government health and human services programs. It operates through three segments: U.S. Services, U.S. Federal Services, and Outside the U.S. The U.S. Services segment offers various BPS solutions, such as program administration, appeals and assessments, and related consulting works for U.S. state and local government programs, including the Affordable Care Act, Medicaid, the Children's Health Insurance Program, Temporary Assistance to Needy Families, child support programs, Preadmission Screening and Resident Reviews, and Independent Developmental Disability assessments. This segment also provides program eligibility support and enrollment; centralized multilingual customer contact centers, multichannel, and digital self-service options for enrollment; application assistance and independent health plan choice counseling; beneficiary outreach, education, eligibility, enrollment, and redeterminations; person-centered independent disability, long-term sick, and other health assessments; and specialized consulting services. The U.S. Federal Services segment offers centralized citizen engagement centers and support services; document and record management; case management, citizen support, and consumer education; independent medical reviews and worker's compensation benefit appeals; Medicare and Medicaid appeals; and federal marketplace eligibility appeals. This segment also provides modernization of systems and information technology infrastructure; infrastructure operations and support services; software development, operations, and management services; and data analytics services. The Outside the U.S. segment offers BPS solutions for governments and commercial clients outside the United States, including health and disability assessments, program administration for employment services, and other job seeker-related services. The company was incorporated in 1975 and is headquartered in Reston, Virginia.

AI Analysis | Feedback

Accenture for government health and human services programs.

A specialized IBM for managing government welfare and social programs.

Booz Allen Hamilton, but focused solely on government health and human services programs.

AI Analysis | Feedback

  • Government Program Administration: Maximus manages complex health and human services programs for state, federal, and international governments, including eligibility determination, enrollment, and customer support.
  • Health and Disability Assessments: The company conducts independent assessments for various health, disability, and long-term care programs to support eligibility or decision-making.
  • Appeals Management Services: Maximus provides independent review and processing of appeals for medical, worker's compensation, Medicare, Medicaid, and federal marketplace decisions.
  • Citizen Engagement Solutions: This service involves operating multi-channel contact centers, providing case management, and offering consumer education and support for government programs.
  • Technology Modernization and Data Analytics: Maximus delivers IT infrastructure modernization, software development, and data analytics services, primarily for federal government agencies.
  • Employment Services Administration: The company administers programs for employment services and job seeker support for international governments and commercial clients.

AI Analysis | Feedback

Maximus (MMS) primarily sells its business process services to government entities. Its major customers include:

  • U.S. State Governments
  • U.S. Local Governments
  • U.S. Federal Government Agencies
  • International Governments

These customers are governmental bodies and are not publicly traded companies; therefore, no stock symbols are applicable.

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Bruce Caswell, Chief Executive Officer and President

Bruce Caswell assumed the role of Chief Executive Officer and Director of Maximus on April 1, 2018, having served as President since October 2014. He has held several senior leadership roles overseeing all segments of the company's business since joining Maximus in 2004. Prior to Maximus, Mr. Caswell spent nine years at IBM, where his roles included Vice President for State and Local Government & Education for IBM Business Consulting Services, and Director of Federal Business Development. He began his career at Price Waterhouse's Office of Government Services. Mr. Caswell holds a B.A. in economics from Haverford College and a Master of Public Policy degree from the John F. Kennedy School of Government at Harvard University.

David Mutryn, Chief Financial Officer and Treasurer

David Mutryn serves as the Chief Financial Officer and Treasurer of Maximus.

Ilene Baylinson, General Manager, U.S. Services

Ilene Baylinson is the General Manager for U.S. Services at Maximus.

John Martinez, Chief Legal Officer and Corporate Secretary

John Martinez holds the position of Chief Legal Officer and Corporate Secretary at Maximus.

Michelle Link, Chief Human Resources Officer

Michelle Link is the Chief Human Resources Officer for Maximus.

AI Analysis | Feedback

Maximus (MMS) faces several key risks due to its heavy reliance on government contracts and the sensitive nature of the services it provides.

1. Dependence on Government Funding and Policy Changes

Maximus's business model is almost entirely dependent on government health and human services programs. A significant portion of its revenue, particularly from the U.S. Federal Services segment, is derived from these contracts. Consequently, any shifts in government policy, budget cuts, or changes in legislative priorities, such as those impacting programs like Medicaid or the Affordable Care Act, can directly and materially affect the demand for Maximus's services, alter contract terms, or lead to program discontinuation. For instance, a decline in U.S. Services segment revenue in fiscal year 2025 was primarily attributed to the conclusion of temporary, high-volume work related to Medicaid redeterminations, which was a policy-driven surge. The potential for agencies to adopt more in-house automation could also reduce contract volumes and margins.

2. Government Contract and Competition Risks

Operating predominantly through government contracts exposes Maximus to intense competition during the bidding process and the risk of losing or not renewing significant contracts. The competitive landscape includes major Medicaid contractors like Deloitte, GDIT, Gainwell Technologies, and Conduent. While contract cancellations have historically been low, the company's trailing twelve-month book-to-bill ratio of approximately 0.9 times in a recent period indicates that for every dollar of revenue recognized, less than a dollar in new contracts was awarded, suggesting potential softness in near-term contract wins. Furthermore, government contracts often contain "termination without cause" provisions, allowing agencies to end contracts on short notice. Maximus has also faced scrutiny and protests regarding contract requirements, such as a labor harmony agreement in a $6.6 billion call center services procurement, which can add complexity and risk to securing new business. The company also faces challenges with delayed cash payments and collections in its U.S. Federal Services segment, impacting cash flow.

3. Data Security and Compliance Failures

Maximus handles sensitive personal and health information for millions of individuals through its government programs. This makes the company a prime target for cyberattacks and data breaches. In May 2023, a zero-day vulnerability exploit in a third-party software (MOVEit Transfer) led to hackers accessing the protected health information of between 8 and 11 million individuals, resulting in recorded expenses of $15 million for the quarter and the need to offer credit monitoring and identity theft protection services. Such incidents can lead to severe reputational damage, substantial financial penalties, legal liabilities, and a loss of client trust, jeopardizing future contract awards. Maximus has also been implicated in performance failures on Medicaid contracts, including issues with eligibility determinations, information security protocols, and compliance failures that led to improper claims for Medicaid reimbursement in various states. These performance issues and non-compliance with information security standards highlight ongoing operational and regulatory risks.

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Maximus (NYSE: MMS) operates in several significant addressable markets by providing business process services (BPS) and technology solutions to government health and human services programs worldwide. The addressable markets for its main products and services are substantial across different regions.

Global and North American Business Process Outsourcing (BPO)

  • The global business process outsourcing (BPO) market was valued at USD 323.15 billion in 2025 and is projected to reach USD 779.17 billion by 2035, growing at a compound annual growth rate (CAGR) of approximately 9.2% from 2026 to 2035.
  • North America is expected to account for over 35% of the global BPO market by 2035.
  • The North America Business Process Outsourcing (BPO) market was valued at USD 119.76 billion in 2025 and is projected to reach USD 229.98 billion by 2032, exhibiting a CAGR of 8.4% from 2025 to 2032.
  • Within the United States, the BPO market is estimated to reach USD 88.54 billion in 2026 and is expected to reach USD 105.6 billion by 2030, with a CAGR of 7.5%.

U.S. Federal Information Technology (IT) and Digital Transformation Services

  • Total technology spending for the entire U.S. government sector, including staff costs, is projected to reach USD 357 billion in 2026.
  • Federal spending on contractor-supplied Information Technology (IT) products and services in the U.S. is forecast to grow from USD 116.4 billion in fiscal year 2023 to USD 137.5 billion in fiscal year 2027.
  • The U.S. digital transformation market was valued at USD 0.66 trillion in 2025 and is estimated to grow to USD 1.96 trillion by 2031, at a CAGR of 19.85% from 2026 to 2031.
  • The global application modernization services market, relevant to Maximus's IT modernization offerings, was valued at USD 24.32 billion in 2025 and is predicted to increase to approximately USD 111.18 billion by 2035, expanding at a CAGR of 16.41% from 2026 to 2035. North America held the largest market share of 40% in 2025.

Healthcare and Social Assistance Market

  • The global healthcare market was valued at USD 11.04 trillion in 2024 and is expected to reach USD 17.53 trillion by 2032, growing at a CAGR of 5.98% over the forecast period of 2025-2032.
  • The U.S. healthcare market size was valued at USD 3.56 trillion in 2024 and is projected to reach USD 5.22 trillion by 2032, growing at a CAGR of 4.89% during 2025-2032.
  • The global health care and social assistance market size was valued at USD 1.76 billion in 2024 and is projected to reach USD 3.06 billion by 2032, with a CAGR of 7.15% during the forecast period of 2025 to 2032.

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Maximus (MMS) is expected to drive future revenue growth over the next 2-3 years through several key areas:
  • Growth in U.S. Federal Services Segment: The U.S. Federal Services segment is anticipated to continue its strong organic growth, fueled by high demand for clinical services and natural disaster support. This segment has shown significant growth and represents a substantial portion of the company's sales pipeline, with new work opportunities focused here.
  • Expansion of AI Capabilities and Technology Solutions: Maximus is strategically investing in and deploying artificial intelligence (AI) capabilities and advanced technology solutions. This includes developing AI-powered tools, such as the SNAP Accuracy Assistant, and enhancing multichannel contact center services, which are expected to drive efficiencies and attract new work.
  • Increased Demand from State Health and Human Services Programs: New and ongoing requirements related to Medicaid and SNAP programs are expected to generate additional revenue. This includes the continued work on Medicaid redeterminations and upcoming mandates for semi-annual Medicaid eligibility determinations and community engagement starting in early 2027.
  • Conversion of Robust Sales Pipeline and Pursuit of Higher-Value Opportunities: The company maintains a substantial sales pipeline, with a significant portion representing new work. Strategic contract wins, such as the U.S. GSA Blanket Purchase Agreement for Government Experience Contact Center services, coupled with a focus on divesting non-core assets to pursue higher-value opportunities, are expected to translate into future revenue.

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Share Repurchases

  • Maximus expanded its stock repurchase program to an aggregate of $400 million in September 2025, which included approximately $32.7 million remaining under the existing program.
  • During fiscal year 2025, Maximus repurchased approximately 5.8 million shares totaling $456.6 million.
  • As of November 20, 2025, approximately $250 million remained on the current $400 million share repurchase authorization.

Share Issuance

  • Maximus' share count has been shrinking, notably by 13% since 2016 to 57 million shares, primarily due to share buyback activities.

Outbound Investments

  • Maximus divested its Australia and South Korea operations, with divestiture-related charges of approximately $38 million recorded in the first quarter of fiscal year 2025.

Capital Expenditures

  • Maximus reported capital expenditures of $63 million in fiscal year 2025, $132 million in fiscal year 2024, $91 million in fiscal year 2023, $56 million in fiscal year 2022, and $37 million in fiscal year 2021.
  • The company expects capital expenditures of $83 million for fiscal year 2026, with projections rising to $98 million by fiscal year 2030.
  • The primary focus of capital allocation includes organic investments, particularly in technology, workflow optimization, and AI capabilities, with approximately 30 AI-related deployments planned or in process.

Better Bets vs. Maximus (MMS)

Trade Ideas

Select ideas related to MMS.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ELF_4102026_Dip_Buyer_FCFYield04102026ELFe.l.f. BeautyDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-1.8%-1.8%-6.2%
IPAR_4022026_Dip_Buyer_ValueBuy04022026IPARInterparfumsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
0.7%0.7%-0.3%
COKE_4022026_Quality_Momentum_RoomToRun_10%04022026COKECoca-Cola ConsolidatedQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
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MZTI_3272026_Dip_Buyer_FCFYield03272026MZTIMarzettiDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-5.0%-5.0%-8.6%
TAP_3272026_Dip_Buyer_FCFYield03272026TAPMolson Coors BeverageDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-1.5%-1.5%-2.3%
MMS_12312024_Insider_Buying_45D_2Buy_200K12312024MMSMaximusInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
-3.1%17.5%-13.4%
MMS_6302022_Insider_Buying_GTE_1Mil_EBITp+DE_V206302022MMSMaximusInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
18.4%37.3%-10.4%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

MMSLDOSBAHACNIBMCNDTMedian
NameMaximus Leidos Booz All.AccentureInternat.Conduent  
Mkt Price64.27130.1177.04180.42229.761.76103.58
Mkt Cap3.516.49.3111.3215.60.312.9
Rev LTM5,31817,32911,40972,11068,9123,04214,369
Op Inc LTM5832,1111,04511,32312,946-581,578
FCF LTM3721,85993312,49712,258-1541,396
FCF 3Y Avg2591,43368510,34712,269-901,059
CFO LTM4121,9931,02013,08013,992-731,506
CFO 3Y Avg3431,59076910,92913,988-111,180

Growth & Margins

MMSLDOSBAHACNIBMCNDTMedian
NameMaximus Leidos Booz All.AccentureInternat.Conduent  
Rev Chg LTM-1.4%2.3%-3.1%7.3%9.7%-9.4%0.5%
Rev Chg 3Y Avg3.8%5.9%8.3%4.5%4.5%-7.6%4.5%
Rev Chg Q-4.1%3.7%-10.2%8.3%9.5%-3.8%-0.0%
QoQ Delta Rev Chg LTM-1.0%0.9%-2.5%2.0%2.0%-1.0%-0.0%
Op Inc Chg LTM18.2%9.4%-23.2%9.3%26.0%-48.7%9.3%
Op Inc Chg 3Y Avg25.6%24.0%26.7%5.5%15.6%-73.7%19.8%
Op Mgn LTM11.0%12.2%9.2%15.7%18.8%-1.9%11.6%
Op Mgn 3Y Avg9.3%10.9%9.2%15.5%16.8%-0.1%10.1%
QoQ Delta Op Mgn LTM0.0%-0.0%-0.3%0.0%0.3%0.9%0.0%
CFO/Rev LTM7.7%11.5%8.9%18.1%20.3%-2.4%10.2%
CFO/Rev 3Y Avg6.5%9.5%6.8%16.0%21.7%-0.5%8.1%
FCF/Rev LTM7.0%10.7%8.2%17.3%17.8%-5.1%9.5%
FCF/Rev 3Y Avg4.9%8.6%6.0%15.2%19.0%-2.8%7.3%

Valuation

MMSLDOSBAHACNIBMCNDTMedian
NameMaximus Leidos Booz All.AccentureInternat.Conduent  
Mkt Cap3.516.49.3111.3215.60.312.9
P/S0.70.90.81.53.10.10.9
P/Op Inc6.07.88.99.816.7-4.78.3
P/EBIT6.07.98.610.417.2-2.48.3
P/E9.311.611.114.620.1-1.611.4
P/CFO8.58.29.18.515.4-3.78.5
Total Yield12.7%9.9%9.0%10.3%7.9%-62.7%9.5%
Dividend Yield1.9%1.3%0.0%3.5%2.9%0.0%1.6%
FCF Yield 3Y Avg6.7%7.8%5.3%5.3%5.9%-23.2%5.6%
D/E0.50.40.40.10.33.10.4
Net D/E0.40.40.3-0.00.32.20.4

Returns

MMSLDOSBAHACNIBMCNDTMedian
NameMaximus Leidos Booz All.AccentureInternat.Conduent  
1M Rtn-2.4%-14.9%-1.4%0.5%0.3%25.7%-0.6%
3M Rtn-14.0%-32.4%-12.8%-24.4%-22.1%17.3%-18.1%
6M Rtn-22.9%-33.6%-10.6%-25.5%-23.6%-1.1%-23.3%
12M Rtn-13.3%-15.6%-36.2%-39.9%-5.4%-21.8%-18.7%
3Y Rtn-15.1%72.1%-11.7%-29.7%109.3%-38.5%-13.4%
1M Excs Rtn-10.7%-24.8%-11.5%-11.4%-10.8%10.5%-11.1%
3M Excs Rtn-20.7%-39.1%-19.5%-31.1%-28.9%10.6%-24.8%
6M Excs Rtn-31.8%-41.9%-18.6%-35.0%-32.6%-32.7%-32.6%
12M Excs Rtn-34.2%-46.5%-67.3%-70.9%-37.8%-42.5%-44.5%
3Y Excs Rtn-99.0%-14.3%-93.8%-111.3%27.0%-120.1%-96.4%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Program Operations2,5702,501   
Clinical Services1,8911,486   
Employment and Other469521   
Technology Solutions375397   
Outside the United States (U.S.)  764699 
United states (U.S.) Federal Services  2,2601,893 
United states (U.S.) Services  1,6081,662 
Total5,3064,9054,6314,254 


Price Behavior

Price Behavior
Market Price$64.27 
Market Cap ($ Bil)3.5 
First Trading Date06/13/1997 
Distance from 52W High-34.7% 
   50 Days200 Days
DMA Price$68.47$80.79
DMA Trendindeterminatedown
Distance from DMA-6.1%-20.5%
 3M1YR
Volatility32.4%31.6%
Downside Capture0.650.50
Upside Capture33.0251.36
Correlation (SPY)14.3%27.0%
MMS Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta0.000.440.710.550.730.57
Up Beta-0.49-0.35-0.64-0.120.350.44
Down Beta2.100.591.941.151.120.50
Up Capture27%20%12%23%53%26%
Bmk +ve Days15223166141428
Stock +ve Days9162552115371
Down Capture294%134%175%100%96%94%
Bmk -ve Days4183056108321
Stock -ve Days13273973136381

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MMS
MMS-2.8%34.0%-0.03-
Sector ETF (XLP)6.2%12.6%0.208.4%
Equity (SPY)29.0%12.5%1.8327.3%
Gold (GLD)39.8%27.0%1.22-1.2%
Commodities (DBC)50.6%18.0%2.21-2.5%
Real Estate (VNQ)13.0%13.5%0.6615.7%
Bitcoin (BTCUSD)-17.4%42.1%-0.3430.3%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MMS
MMS-5.6%27.6%-0.20-
Sector ETF (XLP)6.5%13.2%0.2730.2%
Equity (SPY)12.8%17.1%0.5941.8%
Gold (GLD)20.9%17.9%0.955.9%
Commodities (DBC)13.8%19.1%0.597.0%
Real Estate (VNQ)3.4%18.8%0.0839.3%
Bitcoin (BTCUSD)7.0%56.0%0.3416.8%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with MMS
MMS3.2%27.6%0.15-
Sector ETF (XLP)7.7%14.7%0.3942.5%
Equity (SPY)15.1%17.9%0.7251.3%
Gold (GLD)13.4%15.9%0.692.5%
Commodities (DBC)9.3%17.8%0.4414.1%
Real Estate (VNQ)5.8%20.7%0.2444.7%
Bitcoin (BTCUSD)67.8%66.9%1.0713.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4152026
Short Interest: Shares Quantity2.5 Mil
Short Interest: % Change Since 3312026-12.6%
Average Daily Volume0.7 Mil
Days-to-Cover Short Interest3.7 days
Basic Shares Quantity54.2 Mil
Short % of Basic Shares4.7%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/7/20264.2%  
2/5/2026-16.5%-19.1%-16.4%
11/20/20255.5%10.9%13.5%
8/7/20254.6%14.4%18.3%
5/8/202512.8%11.7%6.0%
2/6/2025-7.7%-11.4%-5.7%
11/20/2024-6.9%-10.0%-9.4%
8/7/2024-0.2%0.4%-0.2%
...
SUMMARY STATS   
# Positive141815
# Negative1169
Median Positive1.5%1.8%5.3%
Median Negative-1.3%-8.7%-5.7%
Max Positive12.8%14.4%18.3%
Max Negative-16.5%-19.1%-16.4%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/07/202610-Q
12/31/202502/05/202610-Q
09/30/202511/20/202510-K
06/30/202508/07/202510-Q
03/31/202505/08/202510-Q
12/31/202402/06/202510-Q
09/30/202411/21/202410-K
06/30/202408/08/202410-Q
03/31/202405/09/202410-Q
12/31/202302/08/202410-Q
09/30/202311/16/202310-K
06/30/202308/03/202310-Q
03/31/202305/04/202310-Q
12/31/202202/09/202310-Q
09/30/202211/22/202210-K
06/30/202208/04/202210-Q

Recent Forward Guidance [BETA]

Latest: Q2 2026 Earnings Reported 5/7/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue5.20 Bil5.28 Bil5.35 Bil0 AffirmedGuidance: 5.28 Bil for 2026
2026 Adjusted EBITDA Margin 14.2% 1.4%0.2%RaisedGuidance: 14.0% for 2026
2026 Adjusted Diluted EPS8.258.48.552.4% RaisedGuidance: 8.2 for 2026
2026 Free Cash Flow450.00 Mil475.00 Mil500.00 Mil0 AffirmedGuidance: 475.00 Mil for 2026
2026 U.S. Federal Services Segment Operating Margin 17.5% 4.5%0.8%RaisedGuidance: 16.75% for 2026
2026 U.S. Services Segment Operating Margin 10.0% -7.0%-0.8%LoweredGuidance: 10.75% for 2026

Prior: Q1 2026 Earnings Reported 2/5/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue5.20 Bil5.28 Bil5.35 Bil-0.9% LoweredGuidance: 5.33 Bil for 2026
2026 Adjusted EBITDA Margin 14.0% 2.2%0.3%RaisedGuidance: 13.7% for 2026
2026 Adjusted Diluted EPS8.058.28.351.2% RaisedGuidance: 8.1 for 2026
2026 Free Cash Flow450.00 Mil475.00 Mil500.00 Mil0 AffirmedGuidance: 475.00 Mil for 2026

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Madsen, Jan DirectSell317202672.2574253,6101,502,426Form
2Caswell, BruceCEO & PresidentDirectBuy211202678.453,175249,08125,732,869Form
3Mutryn, DavidChief Financial OfficerDirectBuy209202675.621,00075,6253,027,780Form
4Link, Michelle FChief of Human ResourcesDirectSell1203202586.844,039350,7471,697,010Form
5Rajan, Gayathri DirectBuy1202202586.11423,6431,238,972Form