u/jackandjillonthehill · 10d ago1 prior · awaiting results
Anyone looked at DXC? P/FCF of 2X
DXC trades at 1.8-2.1x forward P/FCF with a declining but still-positive cash flow generation machine. Despite legacy business headwinds and multi-year revenue decline, the company has modest optionality from monetizing the high-margin Hogan platform via usage-based pricing and potential on-premise server demand from AI, while actively returning cash via debt paydown and buybacks.