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BAH vs ICFI
Which Stock Would AI Choose? Booz Allen Hamilton (BAH) vs. ICF International (ICFI) Stock Comparison
Key Takeaways
- BAH and ICFI both operate in the professional services sector with significant government contract exposure, but BAH maintains a larger scale with a $38 billion backlog supporting revenue visibility.
- Recent market activity shows BAH shares trading near the lower end of their 52-week range following analyst price target reductions, while ICFI has seen share repurchase expansions signaling internal confidence.
- BAH delivered a strong earnings beat in its most recent quarter with adjusted EPS of $1.78, outperforming consensus estimates substantially.
- ICFI reported first-quarter revenue declines but reaffirmed 2026 guidance projecting modest revenue growth of 0.9% to 4.7% and stable non-GAAP EPS ranges.
- Sector exposure differences include BAH's heavier emphasis on defense and technology consulting versus ICFI's focus on energy, digital modernization, and transportation contracts.
- Market sentiment reflects contrasting analyst actions, with multiple downgrades for BAH in recent weeks compared to reiterated positive ratings and contract wins for ICFI.
Introduction
Investors and traders evaluating professional services stocks often compare companies with overlapping government and commercial client bases to assess relative positioning in a dynamic fiscal environment. Booz Allen Hamilton (BAH) and ICF International (ICFI) represent two such firms, both reliant on consulting, technology integration, and contract-based revenue streams. This comparison appeals to those seeking insights into how scale, backlog strength, recent contract activity, and analyst sentiment influence performance amid broader market conditions. The analysis draws on verifiable developments to highlight key contrasts without favoring either security.
BAH Overview and Recent Performance
Booz Allen Hamilton Holding Corporation provides management consulting, technology solutions, and engineering services, with a primary focus on U.S. government clients including defense and intelligence agencies. In recent market activity, shares have traded near the bottom of their 52-week range amid multiple analyst price target reductions from firms such as Goldman Sachs, Truist, and Citi. The company reported a notable earnings beat in its fourth quarter of fiscal 2026, with adjusted EPS reaching $1.78 against consensus estimates of $1.33. Supporting factors include a total backlog of $38 billion and a June acquisition of Ultra I&C Mission Solutions for $720 million, alongside a partnership with OpenAI. These elements have contributed to mixed sentiment, with strong profitability metrics offset by concerns over growth sustainability in recent weeks.
ICFI Overview and Recent Performance
ICF International, Inc. delivers consulting, digital transformation, and program management services across energy, environment, transportation, and health sectors, with substantial government contract involvement. Recent market activity has featured share price volatility, with the stock closing around $78.86 following a session decline. The company expanded its share repurchase authorization by $100 million in June, interpreted as a signal of management confidence. Contract developments include a $14 million award from Caltrans and a position on an $800 million digital modernization blanket purchase agreement. First-quarter results showed revenue softness, yet management reaffirmed 2026 guidance for revenue growth between 0.9% and 4.7% and non-GAAP EPS in the $6.95–$7.25 range. Analyst coverage has remained largely constructive with price targets clustered near $102.
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Head-to-Head Comparison
BAH operates at a larger scale with deeper defense-sector integration, providing greater backlog visibility compared to ICFI’s more diversified commercial and energy-focused portfolio. Recent momentum favors ICFI through repurchase expansions and contract announcements, while BAH contends with multiple analyst downgrades despite a recent earnings beat. Risk factors differ in exposure: BAH faces potential pressure from federal budget dynamics and acquisition integration, whereas ICFI contends with revenue timing shifts and competitive bidding in transportation and digital projects. Sector sentiment reflects BAH’s technology consulting emphasis benefiting from AI-related developments, offset by near-term valuation concerns, versus ICFI’s steadier guidance and buyback activity supporting relative stability. Overall positioning highlights trade-offs between scale and backlog strength at BAH versus repurchase support and growth outlook at ICFI.
Tickeron AI Verdict
Based on observable factors including backlog consistency, recent earnings delivery, and relative analyst positioning, Tickeron’s AI would currently assign a modestly higher probabilistic preference to BAH for trend stability and catalyst visibility, though ICFI’s repurchase activity and reaffirmed guidance introduce meaningful counterbalancing elements that could shift dynamics depending on upcoming contract flows and market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BAH is a Hold and ICFI is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BAH’s FA Score shows that 2 FA rating(s) are green whileICFI’s FA Score has 2 green FA rating(s).
- BAH’s FA Score: 2 green, 3 red.
- ICFI’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BAH’s TA Score shows that 4 TA indicator(s) are bullish while ICFI’s TA Score has 5 bullish TA indicator(s).
- BAH’s TA Score: 4 bullish, 5 bearish.
- ICFI’s TA Score: 5 bullish, 3 bearish.
Price Growth
BAH (@Data Processing Services) experienced а -3.87% price change this week, while ICFI (@Data Processing Services) price change was +1.76% for the same time period.
The average weekly price growth across all stocks in the @Data Processing Services industry was +5.39%. For the same industry, the average monthly price growth was +11.92%, and the average quarterly price growth was +7.73%.
Reported Earning Dates
BAH is expected to report earnings on Oct 23, 2026.
ICFI is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Data Processing Services (+5.39% weekly)The industry involves capturing raw data from various sources, extracting meaningful information from it and presenting it in a more accessible digital format. Many people would agree that data is the new gold, which makes data processing services all the more relevant for businesses’ strategic decisions. PayPal Holdings Inc., Fidelity National Information Services, Inc. and Automatic Data Processing, Inc. some of the big players in his burgeoning industry.
| BAH | ICFI | BAH / ICFI | |
| Capitalization | 8.39B | 1.47B | 572% |
| EBITDA | 1.28B | 196M | 652% |
| Gain YTD | -16.097 | -4.739 | 340% |
| P/E Ratio | 10.95 | 17.48 | 63% |
| Revenue | 11.1B | 1.82B | 609% |
| Total Cash | 540M | 3.88M | 13,907% |
| Total Debt | 4.16B | 602M | 691% |
BAH | ICFI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 7 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 8 Undervalued | 17 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 17 | 77 | |
PRICE GROWTH RATING 1..100 | 59 | 48 | |
P/E GROWTH RATING 1..100 | 70 | 30 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BAH's Valuation (8) in the Miscellaneous Commercial Services industry is in the same range as ICFI (17). This means that BAH’s stock grew similarly to ICFI’s over the last 12 months.
BAH's Profit vs Risk Rating (100) in the Miscellaneous Commercial Services industry is in the same range as ICFI (100). This means that BAH’s stock grew similarly to ICFI’s over the last 12 months.
BAH's SMR Rating (17) in the Miscellaneous Commercial Services industry is somewhat better than the same rating for ICFI (77). This means that BAH’s stock grew somewhat faster than ICFI’s over the last 12 months.
ICFI's Price Growth Rating (48) in the Miscellaneous Commercial Services industry is in the same range as BAH (59). This means that ICFI’s stock grew similarly to BAH’s over the last 12 months.
ICFI's P/E Growth Rating (30) in the Miscellaneous Commercial Services industry is somewhat better than the same rating for BAH (70). This means that ICFI’s stock grew somewhat faster than BAH’s over the last 12 months.
| BAH | ICFI | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 54% | N/A |
| Stochastic ODDS (%) | 4 days ago 47% | 4 days ago 69% |
| Momentum ODDS (%) | 4 days ago 62% | 4 days ago 67% |
| MACD ODDS (%) | 4 days ago 60% | 4 days ago 74% |
| TrendWeek ODDS (%) | 4 days ago 55% | 4 days ago 68% |
| TrendMonth ODDS (%) | 4 days ago 56% | 4 days ago 65% |
| Advances ODDS (%) | 19 days ago 57% | 7 days ago 67% |
| Declines ODDS (%) | 5 days ago 57% | 5 days ago 57% |
| BollingerBands ODDS (%) | 4 days ago 58% | 4 days ago 61% |
| Aroon ODDS (%) | 4 days ago 47% | 4 days ago 56% |
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BAH and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAH has been loosely correlated with EXPO. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if BAH jumps, then EXPO could also see price increases.
| Ticker / NAME | Correlation To BAH | 1D Price Change % | ||
|---|---|---|---|---|
| BAH | 100% | +2.06% | ||
| EXPO - BAH | 50% Loosely correlated | +3.53% | ||
| FCN - BAH | 40% Loosely correlated | -2.85% | ||
| MMS - BAH | 39% Loosely correlated | -0.64% | ||
| EFX - BAH | 35% Loosely correlated | -1.99% | ||
| CPRT - BAH | 33% Loosely correlated | -1.51% | ||
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ICFI and
Correlation & Price change
A.I.dvisor indicates that over the last year, ICFI has been loosely correlated with BAH. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if ICFI jumps, then BAH could also see price increases.
| Ticker / NAME | Correlation To ICFI | 1D Price Change % | ||
|---|---|---|---|---|
| ICFI | 100% | +0.05% | ||
| BAH - ICFI | 55% Loosely correlated | +2.06% | ||
| FCN - ICFI | 49% Loosely correlated | -2.85% | ||
| EXPO - ICFI | 44% Loosely correlated | +3.53% | ||
| MMS - ICFI | 44% Loosely correlated | -0.64% | ||
| CRAI - ICFI | 44% Loosely correlated | -2.67% | ||
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