Science Applications International Corp · IT systems design

SAIC

Low riskNext report: Around Dec 3 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Profitable every year for 10 years
Brings in more cash than it spends
Buying back shares: share count down 17% in 3 years

Money moves

No insider buying or selling in the last 30 days
Institutions added 0.9% to their holdings in the quarter ending June 2026 (208 bought, 192 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$148.60+1.9% that day

Company value: $6.2B; Share price times all shares
Price vs profit (P/E): 17.4x; You pay about $17 for each $1 of yearly profit
Price vs sales: 0.84x; Company value is 0.84 times a year of sales
Dividend yield: 0.2%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 40%; Debt as a share of company value

From SAIC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$1.9B+6.3% vs a year earlier

Nov '23Tap a barJul '26

Last 12 months: $7.4B, down 0.8% from the 12 months before. Over 5 years, sales grew about 0.6% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of SAIC. Starting points are the company's recent numbers.

Sales growth-1% a yearRecently: -0.8% a yearProfit margin5%Last 12 months: 5.1%P/E at the end17xToday: 17.4x. Many steady companies trade at 12x to 25xShare count change-5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$7.0B

Profit in 5 years$352M

Price these guesses point to$184.56+24% vs $148.60 todayAbout +4.4% a year, before dividends

What today's price needs: with a 5% margin and a 17x P/E, sales could shrink about 5.2% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/6Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.23.3%
MissDebt under half of equityNot relying on borrowed money.1.66x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.4.9%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$577.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-16.7% in 3 years

Revenue: $7.3B; -2.9% vs prior year
5-year growth: +0.6%/yr; revenue, per year
Total debt: $2.5B; 1.66x equity
Current ratio: 1.20x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jul 31, 2026

Reported Aug 31

Revenue: $1.9B; +6.3% YoY
EPS: $2.38; vs $2.71
Op. margin: 8.1%; +0.2 pts
Gross margin: 12.7%; +0.5 pts
Free cash flow: $131.0M
Share count: -8.5%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 1.2
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+0.9%

Institutions added 0.9% to their holdings. 208 bought, 192 sold.

Shares held by institutions36.3M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-7.5%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.7x · $2.5B debt

Shares outstandingLatest reported

42M

Earnings reports

Last 12

Next reportAround Dec 3 (est.)Estimated from the same quarter last year

Results filedAug 31
Results filedJun 1
Results filedMar 16
Results filedFeb 11
Results filedDec 4, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Aug 14 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Leadership changeOct 13 · Form 8-K ↗

BoughtC. David CushDirector

1,000 shares at $132.50 · $133K

New position
Now owns 1,000 shares
Held Trust
Filed same day

Sep 22Form 4 ↗

New insiderSep 15 · Form 3 ↗

Stock awardC. David CushDirector

1,220 shares

Now owns 1,220 shares
Filed 5 days after trade

Sep 4Form 4 ↗

Stock awardVincent P. DifronzoEVP,-Air Force & Space, Intel

4,210 shares

+186% of holdings
Now owns 6,477 shares
Filed 5 days after trade

Sep 4Form 4 ↗

Stock awardDavid C BensonDirector

1,220 shares

Now owns 1,220 shares
Filed 5 days after trade

Sep 4Form 4 ↗

Earnings resultsAug 31 · Form 8-K ↗Quarterly reportAug 31 · Form 10-Q ↗Employee stock plan registrationAug 31 · Form S-8 ↗Other company newsAug 28 · Form 8-K ↗New insiderAug 20 · Form 3 ↗New insiderAug 20 · Form 3 ↗Major agreementAug 19 · Form 8-K ↗5%+ holder update (passive)Aug 14 · Form SCHEDULE 13G/A ↗Leadership changeAug 10 · Form 8-K ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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