IT Services:
PMI Data Indicates a Recession is Near – Or Does it?
Published October 21, 2019
Published October 21, 2019
KEY TAKEAWAYS
With manufacturing and services data sending investors conflicted messages, we attempt to identify technology companies that perform well under both verticals.
To assess the full economic value across our coverage – we turn to more unconventional (and not easily manipulated) analysis, such as return on invested capital (ROIC).
After narrowing down the sample set – we analyze company-specific operations at the upper end (ACN, EPAM and TEL) and lower end (BHE and SYNA) of our rankings.
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