Genpact Limited

Informe acción NYSE:G

Capitalización de mercado: US$5.4b

Genpact Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Genpact ha aumentado sus beneficios a una tasa media anual de 13%, mientras que los beneficios de la industria de Professional Services han experimentado un crecimiento de 12.3% anual. Los ingresos han ido creciendo a una tasa media de 5.8% al año. La rentabilidad financiera de Genpact es de 23%, y sus márgenes netos son de 11%.

Información clave

12.95%

Tasa de crecimiento de los beneficios

14.67%

Tasa de crecimiento del BPA

Crecimiento de la industria Professional Services 10.99%
Tasa de crecimiento de los ingresos5.81%
Rentabilidad financiera23.01%
Margen neto11.04%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha May 10

Genpact: Q1 Results Confirm Stable Growth Trends

Summary Genpact Limited delivered a strong Q1, beating consensus on all key metrics and demonstrating robust growth in its AI-driven Advanced Technology Solutions (ATS) segment. G trades at a steep discount to peers—over 50% on multiples—despite high margins, accelerating AI adoption, and consistent free cash flow generation. Management guides for stable Q2 and FY2026, with ATS revenue expected to grow 20%+ and total revenue/EPS growth aligning closely with consensus forecasts. I maintain a Buy rating with a $43 target (32% upside), citing underappreciated AI transition, resilient financials, and disciplined capital returns. Read the full article on Seeking Alpha
Actualización de narrativa May 08

G: AI Web Partnership And Ongoing Buybacks Will Support Future Shareholder Value

Analysts have slightly reduced their price target for Genpact to about $47.73 from roughly $48.18, reflecting small tweaks to fair value, discount rate, profit margin, and assumed future P/E that leave the overall valuation framework broadly intact. What's in the News Genpact and Parallel Web Systems announced a partnership that uses Parallel's AI native web agents and web search tools, delivered via API, to support information search, retrieval, and web intelligence across Genpact's business operations (Key Developments).
Nueva narrativa May 07

Agentic AI And Non FTE Models Will Shape Balanced Long Term Outcomes

Catalysts About Genpact Genpact provides business process and technology services, with a focus on data, AI and agentic solutions that help large enterprises run core operations. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 23

G: AI Partnership And Expanded Capital Returns Will Support Future Shareholder Value

Analysts have trimmed their price target on Genpact slightly to about $48.18 from roughly $48.64, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E that remain largely in line with prior views. What's in the News Genpact announced a partnership with Parallel Web Systems to use Parallel's AI native web agents and search tools, delivered via APIs, to support information search, retrieval, and web intelligence across its business operations, including use cases in insurance and sales.
Actualización de narrativa Apr 09

G: AI Partnership And Capital Returns Will Support Stronger Future Shareholder Value

Analysts kept their fair value estimate for Genpact steady at about $48.64, citing only small model tweaks in the discount rate, revenue growth, profit margin, and future P/E assumptions that did not materially alter their price target view. What's in the News Genpact entered a partnership with Parallel Web Systems to use Parallel's AI native web agents and web search tools via API, aiming to improve information search, retrieval, and web intelligence across business operations, including insurance claims and sales use cases (Key Developments).
Actualización de narrativa Mar 25

G: Buybacks And Higher Dividend Will Drive Stronger Future Shareholder Returns

Analysts now hold Genpact's fair value steady at $48.64, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E used to support their unchanged price target view. What's in the News From October 1, 2025 to February 25, 2026, Genpact repurchased 3,415,026 shares, representing 1.98% of its share count, for $145.95m under its ongoing buyback program.
Actualización de narrativa Mar 11

G: Buybacks And Higher Dividend Will Support Attractive Future Shareholder Returns

Analysts have maintained their $48.64 price target on Genpact. They have made small adjustments to assumptions such as the discount rate, revenue growth, profit margin, and future P/E ratio, which refine rather than change their overall view.
Actualización de narrativa Feb 25

G: Buybacks And Higher Dividend Will Support Attractive Long Term Returns

Analysts have trimmed their price target for Genpact by a small amount to $48.64 from $48.82, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E estimates. What's in the News Genpact issued earnings guidance for the first quarter of 2026, with net revenues projected between US$1.282b and US$1.294b and diluted EPS in the US$0.79 to US$0.80 range (company guidance).
Artículo de análisis Feb 09

Genpact (NYSE:G) Is Increasing Its Dividend To $0.1875

Genpact Limited's ( NYSE:G ) dividend will be increasing from last year's payment of the same period to $0.1875 on 31st...
Actualización de narrativa Feb 07

G: Buybacks And Rising Dividends Will Support Steady Long Term Outcomes

Analysts have trimmed their price target for Genpact from about US$50.91 to roughly US$48.82, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Genpact reported that from October 1, 2025 to December 31, 2025, it repurchased 2,080,761 shares, representing 1.21% of shares, for US$100.06m under its ongoing buyback program.
Actualización de narrativa Jan 10

G: AI Services And Buybacks Will Support Steady Long Term Outcomes

Analysts have nudged their price target on Genpact higher to about US$50.91 from roughly US$50.36, citing updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News Genpact updated full year 2025 guidance, now expecting net revenues of US$5.059b to US$5.071b, which the company describes as approximately 6.1% to 6.4% year over year as reported and 5.9% to 6.2% on a constant currency basis, compared with prior guidance of approximately 4.0% to 6.0% as reported (company guidance).
Actualización de narrativa Dec 25

G: AI Services And Buybacks Will Support Balanced Long Term Performance

Analysts have nudged their price target for Genpact slightly higher to approximately 50.36 dollars from about 50.20 dollars, citing modestly improved long term growth and valuation assumptions, despite a small downward revision to profit margin forecasts. What's in the News Genpact reported that between July 1 and September 30, 2025, it repurchased 2,021,229 shares for about 89.99 million dollars, bringing total buybacks under its long running program to 68,817,622 shares, or 35.4 percent of shares outstanding, for roughly 2.29 billion dollars (company buyback update).
Actualización de narrativa Dec 11

G: AI Insurance Workflow Suite And Buybacks Will Support Steady Future Performance

Analysts have modestly raised their price target on Genpact to $50.20, citing slight improvements in discount rate assumptions and forward valuation metrics while maintaining a stable fair value outlook. What's in the News Completed a major share repurchase tranche, buying back 2,021,229 shares in the latest quarter and reaching a cumulative 35.4% of shares repurchased under the multi year program announced in 2015 (company filing) Raised full year 2025 revenue guidance to $5.059 billion to $5.071 billion, implying 6.1% to 6.4% year over year growth as reported, with stronger outlooks for both Data Tech AI and Digital Operations segments (company guidance) Guided fourth quarter 2025 revenues to $1.298 billion to $1.311 billion, targeting 4.0% to 5.0% reported growth and diluted EPS of $0.78 to $0.80 (company guidance) Launched the Genpact Insurance Policy Suite for commercial and specialty insurance, an AI driven workflow offering built on Microsoft Azure and aimed at achieving up to 90% touchless submission clearance and significantly lower operating costs for insurers (product announcement) Valuation Changes Fair Value Estimate is unchanged at $50.20 per share, reflecting a stable fundamental outlook.
Actualización de narrativa Nov 26

G: AI Will Drive Efficiency With Lower Costs In Insurance Workflows

Analysts have slightly lowered their price target for Genpact from $50.30 to $50.20. They cited modestly improved revenue growth and profit margin forecasts, balanced by a decrease in future price-to-earnings expectations.
Artículo de análisis Nov 12

Genpact Limited Just Beat EPS By 8.0%: Here's What Analysts Think Will Happen Next

Genpact Limited ( NYSE:G ) investors will be delighted, with the company turning in some strong numbers with its latest...
Actualización de narrativa Nov 07

G: Insurance AI Workflows Will Drive Efficiency and Cost Reduction

Analysts have maintained Genpact's fair value estimate at $50.30. They cite steady expectations for future growth and margins, despite a slight uptick in the discount rate and projected price-to-earnings ratio.
Actualización de narrativa Oct 24

AI Solutions And Buybacks Will Shape Future Service Transformation

Analysts have lowered their price target for Genpact from $52.44 to $50.30, citing modest reductions in projected revenue growth and profit margin expectations. What's in the News Genpact launched the Genpact Insurance Policy Suite, an AI-powered workflow solution for commercial and specialty insurance.
Artículo de análisis Aug 06

Is It Time To Consider Buying Genpact Limited (NYSE:G)?

NYSE:G 1 Year Share Price vs Fair Value Explore Genpact's Fair Values from the Community and select yours Genpact...
Artículo de análisis Jul 16

Benign Growth For Genpact Limited (NYSE:G) Underpins Its Share Price

With a price-to-earnings (or "P/E") ratio of 14.6x Genpact Limited ( NYSE:G ) may be sending bullish signals at the...
Artículo de análisis Jul 03

Is Genpact (NYSE:G) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Jun 19

Is There An Opportunity With Genpact Limited's (NYSE:G) 44% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Genpact fair value estimate is US$75.14 Current share price of...
Seeking Alpha Feb 23

Genpact: AI Explosion Exposure, But Not That Cheap Anymore (Rating Downgrade)

Summary Genpact's diverse client base and exposure to high-growth markets like AI and digital transformation have driven significant revenue and free cash flow growth. The company's proprietary AI platform, Genpact Cora, enhances customer experience and accelerates digital transformation, contributing to its solid financial performance. Recent dividend increases and a $500 million stock repurchase program indicate strong shareholder returns, potentially boosting future stock demand. Despite positive financials, the stock's current valuation limits upside potential, leading me to close my position due to decreased margin of safety. Read the full article on Seeking Alpha
Seeking Alpha Jan 05

Genpact Limited: The Overlooked Value Stock In Digital Transformation

Summary Genpact Limited (G) is a value investment with strong fundamentals, including consistent revenue growth, stable margins, and a conservative balance sheet. G's leadership in digital transformation and business process outsourcing, along with a diverse client base, supports its long-term investment potential. Macro factors like global economic conditions, inflation, and currency exchange rates can impact G's performance, but its operational efficiencies and recurring revenue model provide stability. G's intrinsic valuation suggests significant upside, with a target price of ~$61 per share, making it a compelling buy-and-hold opportunity. Read the full article on Seeking Alpha
Seeking Alpha Dec 16

Genpact: Steady Performer But Wait For A Wider Margin Of Safety

Summary Genpact's stock appreciated 25.83% since February 2024, outperforming the S&P 500, but the current price offers only a 5.41% margin of safety. Under new CEO Balkrishan Kalra, Genpact's 3+1 Execution Framework has driven significant revenue and earnings growth, particularly through Data-Tech-AI initiatives. The company raised its revenue and earnings guidance three times in 2024, reflecting strong performance and increased client engagement through strategic partnerships. Despite an improved fair value of $47.09, the current price of $44.67 suggests holding shares rather than buying due to a smaller margin of safety. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Genpact. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:G Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 265,1615701,0790
31 Dec 255,0805521,0500
30 Sep 255,0095511,0190
30 Jun 254,9295381,0010
31 Mar 254,8515289720
31 Dec 244,7675149700
30 Sep 244,6656639510
30 Jun 244,5896489400
31 Mar 244,5196429380
31 Dec 234,4776319160
30 Sep 234,4334309040
30 Jun 234,4084089060
31 Mar 234,3923639100
31 Dec 224,3713539390
30 Sep 224,3413379470
30 Jun 224,2463439310
31 Mar 224,1453749020
31 Dec 214,0223698660
30 Sep 213,9013718290
30 Jun 213,8203548120
31 Mar 213,7323147940
31 Dec 203,7093087900
30 Sep 203,7003157880
30 Jun 203,6533187870
31 Mar 203,6353307970
31 Dec 193,5213057900
30 Sep 193,4153027630
30 Jun 193,2742877320
31 Mar 193,1212787130
31 Dec 183,0012826940
30 Sep 182,9002707000
30 Jun 182,8612707050
31 Mar 182,8032746940
31 Dec 172,7372636860
30 Sep 172,6842726680
30 Jun 172,6242686540
31 Mar 172,5842646520
31 Dec 162,5712706530
30 Sep 162,5362586480
30 Jun 162,5052576350
31 Mar 162,4842546190
31 Dec 152,4612406080
30 Sep 152,4162216070
30 Jun 152,3862006180

Ingresos de calidad: G tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (11%) de G son superiores a los del año pasado (10.9%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de G han crecido un 13% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de G en el último año (8%) está por debajo de su media de 5 años (13% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de G en el último año (8%) no superó al de la industria Professional Services 8.7%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (23%) de G se considera alta.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/21 09:14
Precio de las acciones al final del día2026/05/21 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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

Genpact Limited está cubierta por 23 analistas. 12 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.

AnalistaInstitución
David KoningBaird
Keith BachmanBMO Capital Markets Equity Research
Kunal TayalBofA Global Research