Medpace Holdings: Great Quarter, Stale Backlog, Full Valuation

2026-02-09 22:58:01 ET

Introduction

It's been quite a while since I have taken a closer look at Medpace Holdings, Inc. (MEDP). On April 4, 2025, I rated the stock a Buy based on the following thesis:

After having done the research, I come to the conclusion that while the current headwinds definitely weigh down on the company, I do have a conviction in MEDP's high historical growth rates and margin expansion capabilities. Therefore, it is a BUY for me now, with the aim of initiating a first, small position, and following this once more closely to buy more of it when it gets a little bit cheaper.

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