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ePlus inc.

PLUS

Technology · 88.15 +0.1% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:50 GMT-4

Market read

ePlus inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company+0.1% todayVolume comparison unavailable
Market group0 of 1 activeIT Supply Chain Solutions · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • PLUS's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if PLUS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Software - Application

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • PLUS's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements134
Verified relationships0
Evidence supporting the case
  • Latest annual revenue changed +22.1% year over year.
  • Operating margin changed +1.8 percentage points in the latest annual period.
  • Foreign exchange has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Operating cash flow was only -0.876x net income in the latest annual period.
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 28% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 84% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

88.15
6m+9.3%12m+21.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-03-31$1.8B+16.1%$3.93+0.1%
2023-03-31$2.1B+13.5%$4.48-0.8%
2024-03-31$2.2B+5.3%$4.41+0.2%
2025-03-31$2.0B-8.2%$3.93-0.2%
2026-03-31$2.4B+22.1%$5.03-1.1%

What management says matters

Persistent and emerging business drivers

Input and raw-material costsnegative · 4 filings
Professional services segment margin for the year ended March 31, 2025 , decreased by 460 basis points, compared to the year ended March 31, 2024, due to our acquisition of Bailiwick whose services tend to have a lower gross margin due to the use of a higher…
10-K · May 28, 2026
Foreign exchangemixed · 3 filings
Higher other income was driven by increased interest income offset by increased foreign exchange losses.
10-K · May 28, 2026
Credit and interest ratesmixed · 2 filings
These cash outflows were partially offset by cash inflows of $10.6 million in net borrowings on the floor plan component of our credit facility and $3.6 million in proceeds from the issuance of common stock to employees under our employee stock purchase plan.
10-Q · Feb 4, 2026
Demand and volumepositive · 2 filings
Our increase in demand was primarily driven by midmarket, large enterprise, and healthcare customers.
10-Q · Feb 4, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.0× · EV/sales 0.8×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

88.15+0.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for PLUS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for PLUS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind PLUS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

PLUS is currently a Leader in the organic co-movement group IT Supply Chain Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for PLUS; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.