- Entry
- $128.51
- Now
- $113.55 -11.6%
- Target
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- Score
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I've been digging into Leidos (LDOS), a $16B defense and government IT contractor. I think the market is overly focused on near-term headwinds and mispricing a highly durable business. Wanted to share my work. ## What they do Leidos provides the digital and technological backbone for the U.S. government. They don't build tanks. They write the mission software, manage the intelligence analysis, and handle the digital modernization. They also manage health evaluations for the VA. It is essentially a toll …
— ORIGINAL POST ·
LDOS, a government IT toll bridge with a $47B backlog, trading at a 38% discount to intrinsic value
· r/ValueInvesting
· Sep 16, 2026