ExlService Holdings (EXLS) Resumen de Acciones
ExlService Holdings, Inc. opera como empresa de datos e inteligencia artificial ("IA") en Norteamérica, Reino Unido, Europa e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
EXLS ha superado nuestros controles de riesgos.
EXLS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$12.7
FV
127.1% sobrevalorado descuento intrínseco-11.90%
Revenue growth p.a.
52
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Competidores de ExlService Holdings, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$28.84 |
| Máximo en las últimas 52 semanas | US$48.54 |
| Mínimo de 52 semanas | US$26.82 |
| Beta | 0.82 |
| Cambio en 1 mes | 4.95% |
| Variación en 3 meses | -3.48% |
| Cambio de 1 año | -38.96% |
| Variación en 3 años | -4.93% |
| Variación en 5 años | 36.39% |
| Variación desde la OPV | 665.39% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 11
EXLS: AI And Data Capabilities Will Support Future Share Rebound
Analysts have adjusted their price target on ExlService Holdings to $41.75. The change is framed around updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, as reflected in recent research that supports a more refined view of the stock's risk and earnings profile.Seeking Alpha • Jun 03
ExlService Holdings: The Interesting AI Layer Some Investors Did Not See
Summary ExlService Holdings is transitioning from legacy outsourcing to a data and AI-led enterprise, now generating 60% of revenue from AI solutions. EXLS delivered 13.8% YoY revenue growth and 20.2% adjusted EPS growth in Q1 2026, with expanding margins and robust recurring revenue. I see at least 22-44% upside, with fair value in the $37–$44 range near term and more as the market recognizes its AI-driven business mix. EXLS offers an attractive risk-reward profile, supported by ongoing share repurchases, a stable balance sheet, and a business model benefiting from the enterprise AI adoption wave. Read the full article on Seeking AlphaActualización de narrativa • May 27
EXLS: Data And AI Expansion Will Drive Future Share Rerating
Analysts have slightly raised their price target on ExlService Holdings to $46 from $41.75, citing recent research that highlights what they view as a solid fundamental backdrop. They also acknowledge some recalibration in revenue growth, profit margin assumptions, and future P/E expectations.Recent updates
Actualización de narrativa • Jun 11
EXLS: AI And Data Capabilities Will Support Future Share Rebound
Analysts have adjusted their price target on ExlService Holdings to $41.75. The change is framed around updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, as reflected in recent research that supports a more refined view of the stock's risk and earnings profile.Seeking Alpha • Jun 03
ExlService Holdings: The Interesting AI Layer Some Investors Did Not See
Summary ExlService Holdings is transitioning from legacy outsourcing to a data and AI-led enterprise, now generating 60% of revenue from AI solutions. EXLS delivered 13.8% YoY revenue growth and 20.2% adjusted EPS growth in Q1 2026, with expanding margins and robust recurring revenue. I see at least 22-44% upside, with fair value in the $37–$44 range near term and more as the market recognizes its AI-driven business mix. EXLS offers an attractive risk-reward profile, supported by ongoing share repurchases, a stable balance sheet, and a business model benefiting from the enterprise AI adoption wave. Read the full article on Seeking AlphaActualización de narrativa • May 27
EXLS: Data And AI Expansion Will Drive Future Share Rerating
Analysts have slightly raised their price target on ExlService Holdings to $46 from $41.75, citing recent research that highlights what they view as a solid fundamental backdrop. They also acknowledge some recalibration in revenue growth, profit margin assumptions, and future P/E expectations.Actualización de narrativa • Apr 27
EXLS: AI Partnerships And Buybacks Will Support Future Share Rerating
Analysts have adjusted their average 12 month price target on ExlService Holdings from about $50 to the mid $40s, reflecting refreshed models after recent results while still indicating what they see as solid underlying execution. Analyst Commentary Recent Street research on ExlService Holdings reflects a mix of confidence in execution and more cautious views on valuation, with updated models leading to lower headline price targets across the board.Actualización de narrativa • Apr 11
EXLS: Agentic AI Expansion And Buybacks Will Support Future Upside
Analysts have trimmed their average price target for ExlService, with recent revisions such as Stifel moving to $46 from $54 and Baird to $35 from $50. These changes reflect refreshed models after Q4 results while still pointing to what some view as solid underlying performance.Actualización de narrativa • Mar 28
EXLS: Agentic AI Solutions And Gradual IT Spend Recovery Will Support Upside
Narrative Update on ExlService Holdings Price Targets Analysts have revised ExlService Holdings' average price target, with changes ranging from a reduction to $35 from $50 to more moderate adjustments such as $51 from $52 and $46 from $54, reflecting updated models after recent results. Analyst Commentary Recent research on ExlService Holdings presents a mixed picture, with some analysts focusing on valuation support and execution, while others are more cautious after updating their models following Q4 results.Actualización de narrativa • Mar 11
EXLS: Gradual IT Spend Recovery And Agentic AI Adoption Will Support Upside
Analysts have lowered their average price target on ExlService to about $41.71 from $52.14. This reflects updated models that incorporate recent target cuts to $46, $35 and $51, along with modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.
Nueva narrativa • Feb 26
AI Adoption And Recurring Data Contracts Will Drive Strong Long Term Outcomes
Catalysts About ExlService Holdings ExlService Holdings provides data, analytics, AI solutions and digitally enabled operations to clients in insurance, healthcare, banking and other data intensive industries. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 24
EXLS: Gradual Enterprise IT Spend Recovery Will Support Upside From Discounted Sector Setup
Narrative Update: ExlService Holdings Analyst Price Target Shift The analyst price target for ExlService Holdings has been adjusted to $51 from $52. Analysts report a generally constructive view on IT services into 2026, noting expectations that enterprise IT spending will gradually improve while sector valuations remain discounted.Actualización de narrativa • Feb 09
EXLS: Gradual Enterprise IT Spend Recovery Will Support Upside From Discounted 2026 Setup
Analysts have trimmed their price target on ExlService Holdings by $1 to $51, citing a more measured view on sector conditions while still expecting gradual improvement in enterprise IT spending and recognizing that current valuations remain discounted. Analyst Commentary Bullish Takeaways Bullish analysts see the trimmed US$51 target as still implying room for upside relative to what they view as discounted valuations for ExlService and peers.Artículo de análisis • Feb 06
Slammed 27% ExlService Holdings, Inc. (NASDAQ:EXLS) Screens Well Here But There Might Be A Catch
ExlService Holdings, Inc. ( NASDAQ:EXLS ) shares have had a horrible month, losing 27% after a relatively good period...Actualización de narrativa • Jan 26
EXLS: Gradual Enterprise IT Spend Recovery Will Support Constructive 2026 Upside
Analysts have trimmed their 12 month price target on ExlService Holdings to US$51 from US$52, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margins and future P/E, while still indicating a constructive view on services demand into 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the US$51 target as still supportive of upside potential, even after a modest trim.Actualización de narrativa • Jan 10
EXLS: Gradual Enterprise IT Spending Recovery And Buybacks Will Drive 2026 Upside
Analysts have trimmed their price target on ExlService Holdings slightly, with one recent update moving it to $51 from $52. The change reflects adjusted fair value, discount rate and future P/E assumptions, while still pointing to expectations for gradual improvement in enterprise IT spending.Actualización de narrativa • Dec 23
EXLS: AI And Share Buybacks Will Drive Strong 2025 Upside Potential
Analysts have modestly raised their price target on ExlService Holdings by approximately 0.0 percent to about 52.29 dollars. This reflects slightly higher discount rate and future P/E assumptions while maintaining their revenue growth and profit margin outlook.Actualización de narrativa • Dec 09
EXLS: AI Data Suite And Fraud Platform Will Drive 2025 Momentum
Analysts have modestly raised their price target on ExlService Holdings to 52.29 dollars from 52.29 dollars. This reflects slightly lower discount rate assumptions and a largely unchanged outlook for revenue growth, profit margins, and future valuation multiples.Actualización de narrativa • Nov 25
EXLS: AI And Data Initiatives Will Drive Stock Momentum In 2025
Narrative Update on ExlService Holdings: Analyst Price Target Revision Analysts have slightly revised their price target for ExlService Holdings, lowering it from $52.29 to $52.29. This update is based on revised discount rate estimates and a modest adjustment in projected future price-to-earnings ratios.Actualización de narrativa • Nov 11
EXLS: Share Buybacks And AI Initiatives Will Drive Earnings Momentum
Analysts have slightly lowered their price target for ExlService Holdings from $53.29 to $52.29. They cite updated expectations for revenue growth and profit margins.Actualización de narrativa • Oct 28
AI-Powered Expansion And Global Partnerships Will Drive Future Market Share
Narrative Update on ExlService Holdings Analyst Price Target Analysts have maintained their fair value estimate for ExlService Holdings at $53.29 per share. Recent adjustments to discount rate and growth assumptions have been minor and do not significantly impact the overall price target.Actualización de narrativa • Oct 13
Digital Transformation And AI Expansion Will Open Global Markets
Analysts have slightly lowered their price target for ExlService Holdings, reducing the estimated fair value from $54.14 to $53.29. This adjustment is due to minor changes in the discount rate, projected revenue growth, profit margins, and future price-to-earnings expectations.Artículo de análisis • Oct 06
Unpleasant Surprises Could Be In Store For ExlService Holdings, Inc.'s (NASDAQ:EXLS) Shares
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...Artículo de análisis • Sep 04
We Ran A Stock Scan For Earnings Growth And ExlService Holdings (NASDAQ:EXLS) Passed With Ease
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Artículo de análisis • Aug 01
Results: ExlService Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Investors in ExlService Holdings, Inc. ( NASDAQ:EXLS ) had a good week, as its shares rose 2.4% to close at US$43.43...Artículo de análisis • Jul 30
ExlService Holdings (NASDAQ:EXLS) Could Easily Take On More Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jul 03
ExlService Holdings, Inc.'s (NASDAQ:EXLS) Shares May Have Run Too Fast Too Soon
With a price-to-earnings (or "P/E") ratio of 33.6x ExlService Holdings, Inc. ( NASDAQ:EXLS ) may be sending very...Artículo de análisis • May 13
An Intrinsic Calculation For ExlService Holdings, Inc. (NASDAQ:EXLS) Suggests It's 22% Undervalued
Key Insights The projected fair value for ExlService Holdings is US$59.87 based on 2 Stage Free Cash Flow to Equity...Artículo de análisis • Apr 21
These 4 Measures Indicate That ExlService Holdings (NASDAQ:EXLS) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Apr 09
ExlService Holdings (NASDAQ:EXLS) Is Very Good At Capital Allocation
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Mar 28
Undervalued By EXLerate: ExlService's Hidden Strength
Summary ExlService is an AI company with significant potential in the AI sector, currently undervalued by 17.5%, from $47 to $55 per share. The company has full order books, indicating strong demand and future revenue growth. ExlService's positioning in the AI market makes it a standout choice for investors seeking growth in this sector. Read the full article on Seeking AlphaArtículo de análisis • Mar 12
Is Now The Time To Look At Buying ExlService Holdings, Inc. (NASDAQ:EXLS)?
ExlService Holdings, Inc. ( NASDAQ:EXLS ), is not the largest company out there, but it received a lot of attention...Artículo de análisis • Feb 28
ExlService Holdings, Inc. (NASDAQ:EXLS) Just Reported And Analysts Have Been Lifting Their Price Targets
Shareholders might have noticed that ExlService Holdings, Inc. ( NASDAQ:EXLS ) filed its full-year result this time...Artículo de análisis • Jan 22
Estimating The Intrinsic Value Of ExlService Holdings, Inc. (NASDAQ:EXLS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ExlService Holdings fair value estimate is US$59.56 With...Artículo de análisis • Jan 09
ExlService Holdings (NASDAQ:EXLS) Seems To Use Debt Rather Sparingly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Dec 27
Should You Be Adding ExlService Holdings (NASDAQ:EXLS) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • Dec 15
There's Been No Shortage Of Growth Recently For ExlService Holdings' (NASDAQ:EXLS) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Artículo de análisis • Dec 03
At US$46.09, Is ExlService Holdings, Inc. (NASDAQ:EXLS) Worth Looking At Closely?
ExlService Holdings, Inc. ( NASDAQ:EXLS ), is not the largest company out there, but it led the NASDAQGS gainers with a...Seeking Alpha • Nov 29
Why I'm Upgrading ExlService To A Strong Buy
Summary ExlService Holdings, Inc. has shown significant growth, with a 28.21% stock price increase since August 2024, prompting an upgrade to a Strong Buy rating. Q3 2024 results exceeded expectations, with revenue of $472.07 million and EPS of $0.44, driven by robust data and AI-led strategies. The company raised its full-year 2024 guidance, expecting revenue growth of 12-13% and adjusted EPS growth of 13-14%, indicating strong future prospects. Despite high valuation ratios, ExlService's earnings growth and institutional investor confidence suggest continued share price gains, with a one-year target of $53.58. Read the full article on Seeking AlphaArtículo de análisis • Nov 20
Why Investors Shouldn't Be Surprised By ExlService Holdings, Inc.'s (NASDAQ:EXLS) P/E
ExlService Holdings, Inc.'s ( NASDAQ:EXLS ) price-to-earnings (or "P/E") ratio of 37.9x might make it look like a...Rentabilidad de los accionistas
| EXLS | US Professional Services | Mercado US | |
|---|---|---|---|
| 7D | -2.8% | -1.7% | 0.9% |
| 1Y | -39.0% | -21.5% | 24.5% |
Rentabilidad vs. Industria: Los resultados de EXLS fueron inferiores a los de la industria US Professional Services, que obtuvo un rendimiento del -21.5% el año pasado.
Rentabilidad vs. Mercado: EXLS obtuvo unos resultados inferiores a los del mercado US, que fueron del 24.5% el año pasado.
Volatilidad de los precios
| EXLS volatility | |
|---|---|
| EXLS Average Weekly Movement | 4.6% |
| Professional Services Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: EXLS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de EXLS (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1999 | 65,000 | Rohit Kapoor | www.exlservice.com |
ExlService Holdings, Inc. opera como empresa de datos e inteligencia artificial ("IA") en Norteamérica, Reino Unido, Europa e internacionalmente. La empresa opera a través de Seguros; Sanidad y Ciencias de la Vida; Banca, Mercados de Capitales e Industrias Diversificadas; y Mercados de Crecimiento Internacionales. Ofrece operaciones y soluciones digitales y servicios basados en análisis, como gestión de siniestros, administración de primas y prestaciones, gestión de agencias, conciliación de cuentas, análisis actuarial y de riesgos, investigación de pólizas, marketing digital, apoyo a la suscripción, adquisición de nuevos negocios, servicio de pólizas, auditoría, encuestas, facturación y cobro, encuestas comerciales y residenciales, y servicio de atención al cliente; servicios digitales de adquisición de clientes mediante un modelo de prestación de software como servicio a través de las plataformas LifePRO y Life Digital Suite; y la plataforma de software Subrosource, una plataforma de subrogación de extremo a extremo.
Resumen de fundamentos de ExlService Holdings, Inc.
| Estadísticas fundamentales de EXLS | |
|---|---|
| Capitalización bursátil | US$4.41b |
| Beneficios(TTM) | US$251.54m |
| Ingresos (TTM) | US$2.16b |
17.5x
Ratio precio-beneficio (PE)2.0x
Ratio precio-ventas (PS)¿Está EXLS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de EXLS | |
|---|---|
| Ingresos | US$2.16b |
| Coste de los ingresos | US$1.33b |
| Beneficio bruto | US$829.84m |
| Otros gastos | US$578.30m |
| Beneficios | US$251.54m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 1.65 |
| Margen bruto | 38.47% |
| Margen de beneficio neto | 11.66% |
| Ratio deuda/patrimonio | 53.6% |
¿Cómo se ha desempeñado EXLS a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/14 13:24 |
| Precio de las acciones al final del día | 2026/06/12 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ExlService Holdings, Inc. está cubierta por 20 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Koning | Baird |
| Vincent Colicchio | Barrington Research Associates, Inc. |
| Kunal Tayal | BofA Global Research |