Computer Integrated Systems Design stocks: intrinsic value, ROIC & growth

37 U.S. computer integrated systems design companies with at least three years of SEC filings, ranked by size. 12 of the 21 with a current price trade below their Graham intrinsic value. The median company earned a -6.4% average return on invested capital and grew revenue 9.6% a year.

Updated October 18, 2026

37companies
12below Graham value
-6.4%median 10-yr ROIC
9.6%median revenue CAGR

Most undervalued computer integrated systems design stocks

Ticker Company Upside Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
OSPN OneSpan Inc. +257% $17.50 $62.45 72% below $680.4M 1.1% 2.6%
LDOS Leidos +196% $124.85 $370.02 66% below $16.2B 9.2% 14.5%
GDDY GoDaddy +60% $105.96 $169.79 38% below $14.9B 13.9% 11.6%
CACI CACI INTERNATIONAL INC /DE/ +31% $614.31 $802.49 23% below $13.6B 9.2% 9.1%
SAIC Science Applications International Corp +22% $133.07 $162.76 18% below $6.2B 11.5% 5.6%
PSN PERSIMMON PLC +8% $44.15 $47.75 8% below $4.8B 4.7% 9.8%

Highest-ROIC computer integrated systems design stocks

Ticker Company 10-yr ROIC Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
JKHY Jack Henry & Associates 24.3% $153.19 $131.90 16% above $11.2B 24.3% 6.4%
GDDY GoDaddy 13.9% $105.96 $169.79 38% below $14.9B 13.9% 11.6%
SAIC Science Applications International Corp 11.5% $133.07 $162.76 18% below $6.2B 11.5% 5.6%
CACI CACI INTERNATIONAL INC /DE/ 9.2% $614.31 $802.49 23% below $13.6B 9.2% 9.1%
LDOS Leidos 9.2% $124.85 $370.02 66% below $16.2B 9.2% 14.5%
LNWO Light & Wonder, Inc. 6.3% $81.86 $3.83 2037% above $7.0B 6.3% 1.6%
OTEX OPEN TEXT CORP 6.1% $25.50 — — $6.4B 6.1% 9.6%
PSN PERSIMMON PLC 4.7% $44.15 $47.75 8% below $4.8B 4.7% 9.8%
OSPN OneSpan Inc. 1.1% $17.50 $62.45 72% below $680.4M 1.1% 2.6%

All computer integrated systems design stocks

Ticker Company Price Graham value Price vs value Market cap ROIC (10y) Revenue CAGR
IOT Samsara Inc. $39.57 — — $22.7B -41.6% 45.3%
LDOS Leidos $124.85 $370.02 66% below $16.2B 9.2% 14.5%
GDDY GoDaddy $105.96 $169.79 38% below $14.9B 13.9% 11.6%
CACI CACI INTERNATIONAL INC /DE/ $614.31 $802.49 23% below $13.6B 9.2% 9.1%
JKHY Jack Henry & Associates $153.19 $131.90 16% above $11.2B 24.3% 6.4%
AUR Aurora Innovation, Inc. $4.86 $17.17 72% below $8.9B -18.3% -26.9%
IONQ IonQ, Inc. $31.28 — — $8.8B -23.2% 180.5%
LNWO Light & Wonder, Inc. $81.86 $3.83 2037% above $7.0B 6.3% 1.6%
OTEX OPEN TEXT CORP $25.50 — — $6.4B 6.1% 9.6%
SAIC Science Applications International Corp $133.07 $162.76 18% below $6.2B 11.5% 5.6%
WAY Waystar Holding Corp. $27.36 $20.26 35% above $5.1B 3.0% 16.0%
PSN PERSIMMON PLC $44.15 $47.75 8% below $4.8B 4.7% 9.8%
AGYS AGILYSYS INC $109.90 $45.51 141% above $3.1B -34.3% 10.7%
KD Kyndryl Holdings, Inc. $13.21 $0.18 7239% above $3.1B -20.6% -4.1%
NTCT NETSCOUT SYSTEMS INC $38.07 $43.18 12% below $2.8B -2.0% -3.3%
OSPN OneSpan Inc. $17.50 $62.45 72% below $680.4M 1.1% 2.6%
TLS TELOS CORP $4.01 $0.45 791% above $292.2M -37.1% 2.2%
RBBN Ribbon Communications Inc. $1.32 — — $237.4M -7.8% 14.3%
SMRT SmartRent, Inc. $1.14 — — $216.2M -112.1% 23.7%
ASUR ASURE SOFTWARE INC $7.08 $5.31 33% above $194.2M -6.4% 18.9%
SLP Simulations Plus, Inc. — $16.28 — — 10.6% 16.5%
UIS UNISYS CORP $2.21 $4.73 53% below $156.9M -42.2% -4.0%
KDK Kodiak AI, Inc. $1.35 $536.27 100% below $123.2M 947.7% -52.7%
CSPI CSP INC /MA/ $7.70 — — $71.6M 1.9% -6.1%
WYY WIDEPOINT CORP $6.21 $0.81 667% above $60.0M -16.8% 7.5%
TSPH TuSimple Holdings Inc. $0.17 — — $37.0M -13.6% 136.3%
STEM STEM, INC. $3.48 — — $29.5M -58589.0% 44.0%
DAIC CID Holdco, Inc. $1.19 — — $24.5M 172.1% 3261.7%
SLE Super League Enterprise, Inc. $4.49 — — — -79.0% 40.6%
CREX CREATIVE REALITIES, INC. $2.15 $9.30 77% below $22.4M -29.1% 17.2%
FUSE Fusemachines Inc. $0.36 $1.13 68% below $4.2M 80.5% -12.4%
GRHI GOLD ROCK HOLDINGS, INC. $0.02 — — $3.7M 7.5% 52.7%
BRQSF Borqs Technologies, Inc. $0.08 — — $1.1M -121.0% 43.4%
OMQS OMNIQ Corp. $0.07 $0.04 75% above $784.4K -95.4% -6.5%
RIME Algorhythm Holdings, Inc. $0.12 — — $297.0K -12.2% -23.5%
DSGT DSG Global Inc. $0.00 — — $74.7K 221.5% 2.1%
HCTI Healthcare Triangle, Inc. $0.40 — — $24.6K -700.4% -15.0%

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