WallStSmart

ICF International Inc (ICFI)vsPublic Policy Holding Company, Inc. Common Stock (PPHC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ICF International Inc generates 966% more annual revenue ($1.87B vs $175.70M). ICFI leads profitability with a 4.9% profit margin vs -17.3%. PPHC appears more attractively valued with a PEG of 0.69. ICFI earns a higher WallStSmart Score of 47/100 (D+).

ICFI

Hold

47

out of 100

Grade: D+

Growth: 2.7Profit: 5.5Value: 7.3Quality: 5.0

PPHC

Hold

38

out of 100

Grade: F

Growth: 6.7Profit: 2.0Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ICFISignificantly Overvalued (-142.3%)

Margin of Safety

-142.3%

Fair Value

$32.37

Current Price

$66.16

$33.79 premium

UndervaluedFair: $32.37Overvalued
PPHCSignificantly Overvalued (-113.8%)

Margin of Safety

-113.8%

Fair Value

$5.78

Current Price

$12.41

$6.63 premium

UndervaluedFair: $5.78Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ICFI2 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

P/E RatioValuation
13.9x8/10

Attractively priced relative to earnings

PPHC3 strengths · Avg: 8.0/10
PEG RatioValuation
0.698/10

Growing faster than its price suggests

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

Areas to Watch

ICFI4 concerns · Avg: 3.0/10
PEG RatioValuation
1.884/10

Expensive relative to growth rate

Market CapQuality
$1.22B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

Revenue GrowthGrowth
-10.6%2/10

Revenue declined 10.6%

PPHC4 concerns · Avg: 2.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$381.63M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-37.4%2/10

ROE of -37.4% — below average capital efficiency

Profit MarginProfitability
-17.3%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : ICFI

The strongest argument for ICFI centers on Price/Book, P/E Ratio.

Bull Case : PPHC

The strongest argument for PPHC centers on PEG Ratio, P/E Ratio, Revenue Growth. Revenue growth of 23.8% demonstrates continued momentum. PEG of 0.69 suggests the stock is reasonably priced for its growth.

Bear Case : ICFI

The primary concerns for ICFI are PEG Ratio, Market Cap, Profit Margin. Thin 4.9% margins leave little buffer for downturns.

Bear Case : PPHC

The primary concerns for PPHC are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

ICFI profiles as a value stock while PPHC is a growth play — different risk/reward profiles.

ICFI carries more volatility with a beta of 0.43 — expect wider price swings.

PPHC is growing revenue faster at 23.8% — sustainability is the question.

ICFI generates stronger free cash flow (69M), providing more financial flexibility.

Bottom Line

ICFI scores higher overall (47/100 vs 38/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

ICF International Inc

INDUSTRIALS · CONSULTING SERVICES · USA

ICF International, Inc. provides management, marketing, technology and policy consulting and implementation services to government and commercial clients in the United States and internationally. The company is headquartered in Fairfax, Virginia.

Public Policy Holding Company, Inc. Common Stock

INDUSTRIALS · CONSULTING SERVICES · USA

Public Policy Holding Company, Inc. provides consulting services in the United States. The company is headquartered in Washington, District Of Columbia.

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