SAIC vs CACI Stock Comparison: AI Score, Valuation, Performance and Upside
Both SAIC and CACI are government IT and defense services companies, with SAIC more focused on large defense enterprise IT programs and CACI having deeper intelligence community and signals intelligence capabilities. Both are stable, growing government IT businesses with different program concentrations.
SAIC vs CACI compares two defense and intelligence IT services contractors, with SAIC's large enterprise defense IT programs versus CACI's deeper intelligence community and cyber mission support differentiation.
CACI holds the edge across 3 of 5 key metrics in this comparison. CACI has delivered stronger 1-year price return (+2.61% vs -0.81%), though SAIC trades at the lower forward P/E (9.30x vs 14.93x). Analyst consensus implies meaningfully more upside for CACI (+45.09%) than for SAIC (+19.05%).
- →Want large enterprise defense IT services exposure through Army, Air Force, and civilian agency modernization programs
- →Value SAIC's scale and contract diversity across the U.S. defense and civilian IT market
- →See federal IT modernization as a long-term secular growth driver for defense IT services
- →Want government services exposure with deeper intelligence community and cyber operations differentiation
- →Value CACI's track record of consistent profitable growth and higher-margin classified program mix
- →Believe CACI's signals intelligence and cyber expertise will command pricing advantages over commoditized IT services
| Metric | SAIC | CACI |
|---|---|---|
| AI score | 33.7 | 47.8 |
| AI rank | #1847 | #591 |
| Latest close | $102.39 | $466.42 |
| 1M return | +7.42% | -5.45% |
| 6M return | +0.67% | -16.82% |
| 1Y return | -0.81% | +2.61% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SAIC | CACI |
|---|---|---|
| 1Y ago | $10.06K (+0.6%) started 2025-06-18 | $10.26K (+2.6%) started 2025-06-18 |
| 5Y ago | $12.91K (+29.1%) started 2021-06-18 | $17.89K (+78.9%) started 2021-06-18 |
| 10Y ago | $24.69K (+146.9%) started 2016-06-20 | $46.36K (+363.6%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | SAIC | CACI |
|---|---|---|
| Market cap | $4.33B | $10.3B |
| Trailing P/E | 11.52 | 19.27 |
| Forward P/E | 9.30 | 14.93 |
| Price/Sales | 0.59 | 1.12 |
| EV/Revenue | 0.98 | 1.81 |
| Analyst target | $121.90 | $676.71 |
| Target upside | +19.05% | +45.09% |
| Metric | SAIC | CACI |
|---|---|---|
| Revenue growth | 1.50% | 8.50% |
| Earnings growth | 83.80% | 17.60% |
| EPS growth | +83.80% | +17.60% |
| FCF margin | +5.73% | +4.87% |
| Operating margin | N/A | N/A |
| Profit margin | 5.55% | 5.86% |
| ROIC proxy | 27.66% | 13.45% |
| Return on equity | 27.66% | 13.45% |
| Dividend yield | 1.36% | 0.00% |
| Beta | 0.29 | 0.52 |
| Debt/equity | 187.98 | 131.22 |
| Current ratio | 1.16 | 1.61 |
| Quick ratio | 1.03 | 1.32 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | SAIC | CACI |
|---|---|---|---|
| 1Y | Growth | -0.81% | +2.61% |
| CAGR | -0.81% | +2.62% | |
| Sharpe ratio | 0.05 | 0.10 | |
| Max drawdown | 31.34% | 29.56% | |
| Max daily drop | 16.03% | 8.46% | |
| Max wkly drop | 15.99% | 11.41% | |
| 5Y | Growth | +20.00% | +78.86% |
| CAGR | +3.71% | +12.33% | |
| Sharpe ratio | 0.12 | 0.40 | |
| Max drawdown | 45.74% | 42.88% | |
| Max daily drop | 16.03% | 9.41% | |
| Max wkly drop | 22.11% | 21.74% | |
| 10Y | Growth | +108.16% | +363.59% |
| CAGR | +7.61% | +16.59% | |
| Sharpe ratio | 0.25 | 0.53 | |
| Max drawdown | 45.92% | 42.88% | |
| Max daily drop | 18.22% | 13.86% | |
| Max wkly drop | 24.66% | 23.18% |
| Category | SAIC | CACI |
|---|---|---|
| Company | Science Applications International Corporation | CACI International Inc. |
| Sector | Industrials - Government IT Services | Industrials - Defense Intelligence & IT |
| Industry | N/A | N/A |
| Core business | SAIC provides IT, systems integration, and mission support services primarily to the U.S. military, defense agencies, and intelligence community, focusing on large-scale digital transformation, cybersecurity, and enterprise IT modernization programs. | CACI provides IT and professional services to U.S. defense, intelligence, and federal civilian agencies, with particular depth in intelligence analysis, signals intelligence, cyber operations, and specialized national security technology programs. |
| Investor focus | Investors track SAIC's revenue growth from government IT contracts, bookings and contract backlog, and operating margin improvement as the company targets efficient, profitable IT services delivery. | Investors track CACI's contract award wins in defense and intelligence community work, revenue and margin growth, and the balance between more commoditized IT services and higher-margin, classified intelligence mission support. |
- →Strong positioning in large-scale defense enterprise IT modernization programs
- →Deep relationships with U.S. Army, Air Force, and civilian agencies built over decades
- →Enterprise IT services for federal government represent a large, growing spending category driven by digital transformation priorities
- →Strong intelligence community relationships providing higher-margin, mission-critical program exposure
- →Expertise in signals intelligence and cyber operations differentiates CACI from more general IT services providers
- →Consistent profitable growth with track record of exceeding earnings targets
- →Government IT services revenue is subject to continuing resolution risk and contract recompetition timing
- →Faces intense competition from Leidos, Booz Allen, CACI, and Accenture Federal
- →Margins in IT services are generally lower than in consulting or classified programs
- →Intelligence community program revenue can be classified, limiting public detail about growth drivers
- →Recompetition of large contracts is a persistent risk across the government services sector
- →Competition for cleared personnel in defense and intelligence work is intense
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