Amdocs Ltd.DOX

Morningstar Rating

Stock Research and Analysis

by Swami Shanmugasundaram

Amdocs is a leading provider of customer care and billing solutions primarily to service providers in the telecommunications industry. Its competitive strengths lie in the scale and scope of its product offerings, global presence, and strong incumbency with major service providers. Read more

Bulls Say

A significant portion of Amdocs' revenue is recurring and stems from long-term service contracts with its clients, providing better financial visibility.

Amdocs spends more than twice what its closest competitor does on research and development, which should keep its product line at the forefront of the industry.

Amdocs' superior products and comprehensive solution offering should isolate it from pricing pressures experienced by its competitors. Read more

Bears Say

More than 30% of the company's total revenue is derived from international operations, exposing the firm to considerable foreign-exchange-rate risk, even with hedging.

A high concentration of employees in Israel could be a detriment to the company if political turmoil in the region intensifies.

Amdocs has relied on acquisitions in the past to expand its service offerings. There's a chance it may pay too much for future acquisitions. Read more

Strategy

Amdocs continues to remain focused on the communications industry. The company hopes to increase its market share through differentiated products and services that leverage its technology, operational scale, and process expertise. Read more

Management

We believe stewardship at Amdocs is good. Amdocs is led by CEO Dov Baharav, who has been with the company since 1991. Before becoming CEO in 2002, Baharav held various positions including president and CFO. Bruce K. Anderson, an independent director, has been chairman since September 1997. Read more

Profile

Founded in 1982, Amdocs is a leading provider of software and services to clients in the communication industry. Its solutions cover business support systems (BSS) and operational support systems (OSS) for service providers. Read more

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