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PLUS 
ePlus inc (PLUS)
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Upturn Advisory Summary
02/25/2026: PLUS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $126
1 Year Target Price $126
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.06B USD | Price to earnings Ratio 13.88 | 1Y Target Price 126 |
Price to earnings Ratio 13.88 | 1Y Target Price 126 | ||
Volume (30-day avg) 1 | Beta 0.99 | 52 Weeks Range 53.33 - 93.68 | Updated Date 02/25/2026 |
52 Weeks Range 53.33 - 93.68 | Updated Date 02/25/2026 | ||
Dividends yield (FY) 0.64% | Basic EPS (TTM) 5.6 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-02-11 | When - | Estimate 0.9 | Actual 1.45 |
Profitability
Profit Margin 5.52% | Operating Margin (TTM) 7.07% |
Management Effectiveness
Return on Assets (TTM) 6.76% | Return on Equity (TTM) 14.62% |
Valuation
Trailing PE 13.88 | Forward PE 20.28 | Enterprise Value 1857481812 | Price to Sales(TTM) 0.85 |
Enterprise Value 1857481812 | Price to Sales(TTM) 0.85 | ||
Enterprise Value to Revenue 0.77 | Enterprise Value to EBITDA 7.87 | Shares Outstanding 26392561 | Shares Floating 25607275 |
Shares Outstanding 26392561 | Shares Floating 25607275 | ||
Percent Insiders 2.66 | Percent Institutions 99.2 |
Upturn AI SWOT
ePlus inc
Company Overview
History and Background
ePlus inc. was founded in 1990. It has grown from a regional IT reseller to a national IT solutions provider. Key milestones include its initial public offering (IPO) in 1997 and its expansion into managed services and cloud solutions. The company has consistently evolved its offerings to meet the changing technological landscape.
Core Business Areas
- Technology Solutions and Services: ePlus provides a comprehensive suite of IT solutions and services, including hardware, software, cloud services, cybersecurity, and managed services. They focus on helping organizations design, procure, deploy, and manage complex technology environments.
- Financing Solutions: ePlus offers financing and leasing options for technology acquisitions, allowing businesses to acquire necessary IT assets without large upfront capital expenditures.
Leadership and Structure
ePlus inc. is led by a management team comprising a CEO, CFO, and other executive officers. The company operates with a matrixed structure, aligning sales, engineering, and service delivery teams to serve customer needs across various industries and geographic regions.
Top Products and Market Share
Key Offerings
- Competitors: Palo Alto Networks, CrowdStrike, Cisco, Fortinet, Microsoft
- Description: ePlus offers a broad range of cybersecurity solutions including threat detection, endpoint security, identity and access management, and data protection. They partner with leading security vendors. Market share data for specific product lines is not publicly disclosed, but the cybersecurity market is highly competitive with major players like Palo Alto Networks, CrowdStrike, and Fortinet. ePlus competes as a value-added reseller and integrator.
- Product Name 1: Cybersecurity Solutions
- Competitors: Accenture, IBM, Capgemini, Deloitte, AWS, Microsoft Azure, Google Cloud
- Description: This includes consulting, design, migration, and management services for public, private, and hybrid cloud environments. Their offerings encompass solutions from major cloud providers like AWS, Azure, and Google Cloud. Specific revenue from cloud services is part of their overall solutions segment.
- Product Name 2: Cloud and Hybrid Cloud Solutions
- Competitors: Cognizant, Wipro, Infosys, IBM Global Services, DXC Technology
- Description: ePlus provides ongoing management and support for IT infrastructure, networks, and applications, allowing clients to focus on core business objectives. This segment is a growing contributor to their recurring revenue.
- Product Name 3: Managed Services
Market Dynamics
Industry Overview
ePlus operates within the IT solutions and services industry, which is characterized by rapid technological advancements, increasing demand for digital transformation, and a strong focus on cybersecurity and cloud adoption. The market is highly fragmented, with a mix of large global players and specialized regional providers.
Positioning
ePlus is positioned as a national provider of comprehensive IT solutions and services, differentiating itself through its strong vendor partnerships, deep technical expertise, and a customer-centric approach. Their ability to integrate hardware, software, and services, along with their financing options, provides a competitive advantage.
Total Addressable Market (TAM)
The TAM for the IT solutions and services market is substantial and growing, encompassing areas like cloud computing, cybersecurity, data analytics, and digital infrastructure. While specific TAM figures vary by sub-segment, it's estimated to be in the hundreds of billions of dollars globally. ePlus targets a significant portion of this market by offering integrated solutions to mid-market and enterprise clients.
Upturn SWOT Analysis
Strengths
- Strong vendor relationships with leading technology providers.
- Broad portfolio of solutions and services, including hardware, software, cloud, and cybersecurity.
- Established customer base and recurring revenue streams from managed services.
- Ability to offer financing solutions for technology acquisitions.
- Experienced sales and technical teams.
Weaknesses
- Reliance on a limited number of key vendors for a portion of their offerings.
- Competition from larger, more diversified IT service providers.
- Potential challenges in scaling rapidly to meet large-scale digital transformation projects compared to pure-play consultancies.
- Geographic concentration of certain service delivery capabilities.
Opportunities
- Increasing demand for cloud migration and management services.
- Growing need for advanced cybersecurity solutions.
- Expansion into new vertical markets and geographic regions.
- Strategic acquisitions to broaden service offerings or market reach.
- Leveraging AI and automation in service delivery.
Threats
- Intense competition leading to pricing pressures.
- Rapid technological obsolescence requiring continuous investment in skills and offerings.
- Economic downturns impacting IT spending by businesses.
- Data breaches and cybersecurity incidents affecting client trust.
- Changes in vendor strategies or partnership terms.
Competitors and Market Share
Key Competitors
- CDW Corporation (CDW)
- Insight Enterprises, Inc. (NSIT)
- SHI International Corp. (Private)
- Presidio, LLC (Private)
- WWT (World Wide Technology, Inc.) (Private)
Competitive Landscape
ePlus competes by offering integrated solutions, strong technical expertise, and flexible financing. Its advantages lie in its deep understanding of customer needs and its ability to deliver tailored solutions. However, it faces challenges from larger competitors with greater scale and broader service portfolios, as well as specialized niche players.
Major Acquisitions
Blue Mantis
- Year: 2018
- Acquisition Price (USD millions):
- Strategic Rationale: Acquired to enhance cybersecurity capabilities and expand service offerings in the rapidly growing cybersecurity market.
R.A.T. Solutions
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: Strengthened ePlus's professional services and managed services offerings, particularly in collaboration and communication technologies.
Emerset
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded ePlus's capabilities in cloud and data center solutions, further solidifying their position as a comprehensive IT solutions provider.
Growth Trajectory and Initiatives
Historical Growth: ePlus has experienced consistent revenue and profit growth over the last decade, driven by organic expansion and strategic acquisitions. Their focus on evolving IT needs, particularly in cloud and cybersecurity, has been a key factor.
Future Projections: Analyst projections generally indicate continued revenue growth for ePlus, supported by the ongoing demand for digital transformation and IT modernization. Expansion in managed services and recurring revenue models is expected to contribute significantly. (Specific analyst target prices and growth rate projections are not available in this static analysis.)
Recent Initiatives: Recent initiatives include continued investment in cybersecurity capabilities, expanding their managed services portfolio, and strengthening partnerships with key technology vendors. They have also focused on integrating acquired companies to leverage their technologies and customer bases.
Summary
ePlus inc. is a strong player in the IT solutions and services market, benefiting from consistent demand for cloud and cybersecurity. Its diversified offerings, vendor relationships, and financing options provide a solid foundation. However, it faces intense competition and the need for continuous adaptation to technological changes. Strategic acquisitions have been effective in expanding its capabilities, and future growth is expected to be driven by continued digital transformation trends.
Similar Stocks
Sources and Disclaimers
Data Sources:
- ePlus Inc. Investor Relations
- Financial news outlets
- Industry analysis reports
Disclaimers:
This JSON output is based on publicly available information and general industry knowledge. Financial data and market share figures are approximate and may not reflect the most up-to-date information. This analysis is for informational purposes only and should not be considered financial advice. Investing in the stock market carries inherent risks.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ePlus inc
Exchange NASDAQ | Headquaters Herndon, VA, United States | ||
IPO Launch date 1996-11-14 | CEO, President & Director Mr. Mark P. Marron | ||
Sector Technology | Industry Software - Application | Full time employees 2199 | Website https://www.eplus.com |
Full time employees 2199 | Website https://www.eplus.com | ||
ePlus inc., together with its subsidiaries, provides information technology (IT) solutions that enable organizations to optimize IT environment and supply chain processes in the United States and internationally. The company sells third-party hardware, perpetual and subscription software, and maintenance; and software assurance and other third-party services. It also offers professional services, such as staff augmentation, project management, cloud consulting, Al advisory, consulting, security and collaboration solution, warehouse, configuration, and logistic service, as well as in the spaces of digital signage, EV charging solution, loss prevention and security, store opening, remodel, and store closing; and managed services comprising enhanced maintenance support or ePlus Lifecycle-Services Support, service desk, storage-as-a-service, azure recover, cloud managed, and managed security service, as well as managed service for infrastructure and cloud. In addition, the company offers financing arrangements, including sales-type and operating leases, loan, and consumption-based financing arrangement, as well as underwriting and management, and disposal of IT equipment and assets; and financing operations, such as sales, pricing, credit, contract, accounting, risk management, and asset management. Further, it finances IT equipment, communication-related equipment, medical equipment, industrial machinery and equipment, office furniture and general office equipment, transportation equipment, and other general business equipment; and provides financing solutions, including front-end processing, lifecycle and asset ownership, and end-of-life services. The company serves telecom, media and entertainment, technology, state and local government, educational institutions, healthcare, and financial services. The company was formerly known as MLC Holdings, Inc. and changed its name to ePlus inc. in 1999. ePlus inc. was founded in 1990 and is headquartered in Herndon, Virginia.
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