What stands out to me with GEO is that it only recently underwent a pretty substantial news based drop and is trading at what I believe to be a discount (current P/E also less than share price). More importantly , after pretty much every election this stock rallies over 100% , I encourage you all to go back on trading view to see this for yourself . I believe we will see a similar 100% + rally with GEO in the next 4-6 months .
In addition to that , they also pay a 16% dividend and I like their revenue/income trends . They do have some slightly higher comparative debt/equity figures but due to the nature of their business model, they have the benefit of consistent income sources and will have no issues paying debt .
The one Analyst 12 month target available is $15 . I see greater upside, personally .
I have marked the chart with the prior 3 elections to demonstrate that GEO typically undergoes a rally post election.
Good luck ~
That being said, I am going to research a hedge trade CXW/GEO ( short GEO , long CXW ) . More research needed first but I have a feeling that if GEO is more dependant on its prison revenue then CXW may outperform going forward.
In regards to GEO, I did another trading view publication today on a CXW/GEO hedge where CXW is long and GEO is short. Worth a read . It seems like a good setup to me. I think CXW has had a little more foresight and has prepared better for the coming political horizon. I think CXW will out-preform GEO .
Whichever way you decide on , good luck to you and thanks for your input.