ICF International (ICFI) Valuation Check After Recent Share Price Pullback And Mixed Momentum

ICF International (ICFI) has been drawing attention after recent share price moves, with the stock down over the past month but higher over the past 3 months. This has prompted investors to reassess its consulting-focused business.

See our latest analysis for ICF International.

The recent pullback, including a 7.3% 30 day share price return decline and a 23.8% 1 year total shareholder return decline, contrasts with the 8.6% 90 day share price gain. This suggests momentum has cooled after a stronger stretch.

If this mixed backdrop has you reviewing your watchlist, it could be a good moment to broaden your search with our screener of 22 top founder-led companies.

With ICF International trading at US$87.07 against an analyst price target of US$108.75 and an indicated 35.1% intrinsic discount, are you looking at a genuine value gap, or is the market already incorporating its future growth?

Most Popular Narrative: 19.9% Undervalued

ICF International's most followed valuation narrative places fair value at $108.75 versus the last close of $87.07, which frames the recent pullback in a very different light.

Sequential improvements in procurement activity and a strong book-to-bill ratio (>1.3), together with a ramp-up in international contract wins, point to an accelerating backlog conversion and higher revenue visibility over the next 12 to 24 months.

Read the complete narrative.

Want to see what sits behind that backlog story and cash flow path? Revenue mix, margin assumptions, and a tighter discount rate are doing the heavy lifting here.

Result: Fair Value of $108.75 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, you still need to factor in risks such as ongoing federal funding delays and the year-on-year backlog decline, which could restrain revenue visibility and earnings power.

Find out about the key risks to this ICF International narrative.

Build Your Own ICF International Narrative

If you see the story differently or simply prefer to test the numbers yourself, you can build a fresh view in minutes using Do it your way.

A great starting point for your ICF International research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

Ready for more investment ideas?

If ICF International has your attention, do not stop here. Broaden your watchlist now so you are not looking back wishing you had acted sooner.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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