DXC Technology: A Challenging Turnaround

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About: DXC Technology Company (DXC), Includes: CTSH, HPE, PRSP
by: Long-Term Business Investor
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Long-Term Business Investor
Value, long only, growth at reasonable price, long-term horizon
Summary

Revenue has been on a secular decline.

New CEO deploys a credible go-forward strategy.

Revenue growth is the key indicator for the success of the go-forward strategy.

There are execution risks and some are beyond DXC's control.

Low valuation reflects investors' concern of the secular decline headwind.

DXC Technology (DXC) is facing significant headwinds in the secular decline of roughly 73% of its business. While it is working to rapidly grow in other areas, the jury is still out if