Everforth Inc Dossier
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SectorInformation Technology IndustryIT Consulting & Other Services Beta (adjusted)0.65 Intrinsic Value $65.80median of 6 methods · middle span $25-$87based on filings through 30 Jun 2026 Market Price $36.19Price as of 1 Oct 2026 Significantly undervaluedIntrinsic value is 82% above the market price −50% · IV below pricenear fair value ±15%IV above price · +50% marker beyond scale (+82%) Data confidence Sign in to view data confidence Market Cap $1.5B Enterprise Value $2.5B Shares Outstanding 40.8M diluted Moat Rating None Next Earnings Date28 Oct 2026 All prices and values are periodic snapshots, not live quotes. Source dates are shown for reference. ThesisStreet consensus, scenarios, merits, risks, and invalidation triggers Thesis Summary Everforth Inc (formerly ASGN Incorporated) is undergoing a major strategic transition, rebranding to unify its commercial and federal segments under a single brand while expanding its digital engineering and AI-enabled capabilities. While the long-term strategy to capture high-impact AI and modernization opportunities is sound, near-term performance is pressured by a challenging IT services spending environment, slower corporate decision-making, and margin compression. The recent acquisition of Quinnox and partnerships with Salesforce (Agentforce) bolster its technical capabilities, but macroeconomic headwinds and recent earnings misses warrant a cautious stance. This section is the 12-month view: analyst targets and the probability-weighted scenarios built from them. The intrinsic value at the top of this page answers a different question: what the business is worth today. Street view · analyst 12-month targets Low · most bearish analyst$17.00 Mean target$27.00 High · most bullish analyst$38.00 Street targets sit below today's price; our intrinsic value sits above it. Different horizons, different questions. Our research · scenarios, merits, risks, and invalidation triggersResearch as of 18 Sep 2026 Scenarios · 12-month scenario targets Bear CaseDownside scenario $17.0015% Prolonged corporate budget constraints and intense competition in IT staffing and consulting lead to further volume declines and pricing pressure. Rebranding disruptions and integration friction with Quinnox result in persistent margin compression and market share loss. Base CaseCentral scenario $27.0060% Matches the consensus meanIT services demand remains stable but muted, with clients slowly executing on digital transformation pipelines. Everforth successfully navigates its rebranding and integration efforts, maintaining steady market share while margins stabilize near current levels. Bull CaseUpside scenario $38.0025% Accelerated adoption of AI-led enterprise modernization and rapid integration of Quinnox drive a sharp recovery in commercial IT consulting. Strong federal segment execution via Everforth ECS captures high-value defense and civilian agency contracts, leading to multiple expansion and significant margin recovery. Scenarios are anchored to street consensus at the research date, with our probabilities and rationale. Key Investment Merits
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Thesis Invalidation Triggers
All scenarios are estimates and subject to change. Past performance is not indicative of future results. Quality Pillars MembersThis section is available to registered members. Create a free account or sign in to unlock the full breakdown. Explore this dossierValuationIntrinsic value, the six-method breakdown, peer medians, and your assumptions sandbox.Financial SnapshotRevenue, profitability, returns, balance sheet, dividends, and the filing-level detail.Qualitative AnalysisBusiness overview, strategic initiatives, and mergers, acquisitions & partnerships.Outlook & Key DatesForward estimates, reporting calendar, and the monitoring framework. |