SAIC
Science Applications International Corporation

Science Applications International CorporationSAIC

Technology · Information Technology Services
129.69USD
-2.74%
Sep 23, 2026
SAIC overview ready
Federal IT Modernization Enabler Delivering AI and Digital Engineering Solutions
SAIC is a federal-services enabler and systems integrator: it provides mission and enterprise IT modernization, digital engineering, AI/data solutions, lifecycle support, training and simulation, and advisory services to defense, intelligence, and civilian agencies.
Narrative not measured
Federal Government Digital ModernizationDefense and Intelligence Mission IT ModernizationEnabling supplier
Price action is under distribution
Longer-term context reads early trend, with a near-term setup of daily advance.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on U.S. Government contract funding and budget cycles.
Market Sep 22Filing Jul 31Price action Sep 22Research Jul 17

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat—ThemeHeat—PriceAction7.1Valuation8.5CompanyPosition7.3
Price
Loading price history…

Price Action

Price action is under distribution
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryBreakout + retest

Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.

Key Financials

Market Cap
$5.4B
Avg Volume (60D)
469.6K
60 sessions
Revenue Growth YoY
-2.9%
FY2026 vs FY2025
Gross Margin
+12.7%
Trailing twelve months
Operating Margin
+8.0%
Trailing twelve months
Free Cash Flow Yield
+11.4%
Distance from 200DMA
+22.4%
P/E
14.3x
EV / EBITDA
12.4x
EV / Sales
1.1x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.
Science Applications International Corporation has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
SAIC is a federal-services enabler and systems integrator: it provides mission and enterprise IT modernization, digital engineering, AI/data solutions, lifecycle support, training and simulation, and advisory services to defense, intelligence, and civilian agencies. SAIC has direct revenue exposure to continuing U.S.
Opportunity
Moderate opportunity
Federal spending to replace legacy mission systems, modernize secure enterprise IT environments, deploy data and AI capabilities, and integrate digital engineering across defense and intelligence operations.
Key risk
Dependence on U.S. Government contract funding and budget cycles.

Narrative & Theme

Federal Government Digital Modernization
Part of Defense and Intelligence Mission IT Modernization, with moderate fit.
SAIC has direct revenue exposure to continuing U.S. Federal modernization budgets, particularly in defense and intelligence, rather than merely broad technology adjacency.
Narrative HeatNeutral5.4 / 10
This reading is no longer current (last measured 2026-08-14). It is kept until the next scheduled measurement replaces it.
Theme HeatUnavailable

Business & Markets

Technology · Information Technology Services
What they do

Science Applications International Corporation provides technical, engineering, and mission and enterprise IT services primarily to U.S. Government defense, intelligence, and civilian agencies through two operating segments: Defense and Intelligence, and Civilian.

How it earns

The company generates revenue primarily through project-based contracts and service agreements with government agencies.

Products & services
IT modernization services
Digital engineering services
Artificial intelligence solutions
Mission systems support and advisory
Training and simulation
Ground vehicle support services
Customers & end markets
U.S. defense agencies
Intelligence agencies
Civilian government agencies
Market position

Established mid-tier government IT services provider with a diversified portfolio across defense and civilian sectors.

Demand drivers
Low cyclicality

Revenues are largely contract-based with U.S. Government agencies, providing stable demand less sensitive to economic cycles.

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