ExlService Holdings Performance degli utili passati
Criteri Il passato verificati 5/6
ExlService Holdings ha registrato una crescita degli utili a un tasso medio annuo di 17.7%, mentre il settore Professional Services ha registrato utili in crescita a un tasso medio annuo di 12.3%. I ricavi sono stati in crescita a un tasso medio annuo di 15%. Il ritorno sul capitale proprio di ExlService Holdings è 32.3% e ha margini netti di 11.7%.
Informazioni chiave
17.67%
Tasso di crescita degli utili
18.76%
Tasso di crescita dell'EPS
| Professional Services Crescita del settore | 10.99% |
| Tasso di crescita dei ricavi | 15.04% |
| Rendimento del capitale proprio | 32.30% |
| Margine netto | 11.66% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Seeking Alpha • Feb 27
ExlService Price Down, But I Still Rate It A Strong Buy
Summary ExlService Holdings remains a strong buy despite a recent 33% share price decline driven by sector-wide AI selloffs and institutional selling. EXLS fundamentals are robust, with steady five-year growth in revenue, net income, and EPS, and management is bullish. Wall Street analysts project double-digit earnings growth for EXLS through 2026 and beyond, reinforcing its status as an attractive compounder. The current disconnect between EXLS's strong fundamentals and depressed share price presents a compelling value opportunity for investors. Read the full article on Seeking Alpha
Nuova narrazione • 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?Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • Oct 21
ExlService Holdings, Inc. (NASDAQ:EXLS) Shares Could Be 31% Below Their Intrinsic Value Estimate
Key Insights ExlService Holdings' estimated fair value is US$58.26 based on 2 Stage Free Cash Flow to Equity ExlService...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come ExlService Holdings guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 2,157 | 252 | 444 | 0 |
| 31 Dec 25 | 2,088 | 251 | 429 | 0 |
| 30 Sep 25 | 2,026 | 241 | 409 | 0 |
| 30 Jun 25 | 1,969 | 236 | 391 | 0 |
| 31 Mar 25 | 1,903 | 216 | 384 | 0 |
| 31 Dec 24 | 1,838 | 198 | 372 | 0 |
| 30 Sep 24 | 1,771 | 188 | 361 | 0 |
| 30 Jun 24 | 1,710 | 179 | 350 | 0 |
| 31 Mar 24 | 1,667 | 182 | 332 | 0 |
| 31 Dec 23 | 1,631 | 185 | 319 | 0 |
| 30 Sep 23 | 1,591 | 176 | 306 | 0 |
| 30 Jun 23 | 1,542 | 171 | 289 | 0 |
| 31 Mar 23 | 1,483 | 158 | 280 | 0 |
| 31 Dec 22 | 1,412 | 143 | 268 | 0 |
| 30 Sep 22 | 1,333 | 139 | 258 | 0 |
| 30 Jun 22 | 1,262 | 127 | 250 | 0 |
| 31 Mar 22 | 1,190 | 119 | 242 | 0 |
| 31 Dec 21 | 1,122 | 115 | 227 | 0 |
| 30 Sep 21 | 1,076 | 119 | 211 | 0 |
| 30 Jun 21 | 1,026 | 119 | 195 | 0 |
| 31 Mar 21 | 974 | 99 | 180 | 0 |
| 31 Dec 20 | 958 | 89 | 175 | 0 |
| 30 Sep 20 | 966 | 79 | 179 | 0 |
| 30 Jun 20 | 977 | 71 | 185 | 0 |
| 31 Mar 20 | 998 | 75 | 192 | 0 |
| 31 Dec 19 | 991 | 68 | 199 | 0 |
| 30 Sep 19 | 969 | 50 | 196 | 0 |
| 30 Jun 19 | 949 | 46 | 193 | 0 |
| 31 Mar 19 | 916 | 48 | 188 | 0 |
| 31 Dec 18 | 883 | 57 | 180 | 0 |
| 30 Sep 18 | 846 | 44 | 173 | 0 |
| 30 Jun 18 | 807 | 49 | 166 | 0 |
| 31 Mar 18 | 786 | 55 | 161 | 0 |
| 31 Dec 17 | 762 | 49 | 156 | 0 |
| 30 Sep 17 | 742 | 74 | 151 | 0 |
| 30 Jun 17 | 721 | 69 | 146 | 0 |
| 31 Mar 17 | 702 | 65 | 143 | 0 |
| 31 Dec 16 | 686 | 62 | 139 | 0 |
| 30 Sep 16 | 675 | 61 | 135 | 0 |
| 30 Jun 16 | 667 | 60 | 133 | 0 |
| 31 Mar 16 | 652 | 56 | 131 | 0 |
| 31 Dec 15 | 628 | 52 | 127 | 0 |
| 30 Sep 15 | 598 | 44 | 122 | 0 |
| 30 Jun 15 | 557 | 35 | 116 | 0 |
Guadagni di qualità: EXLS ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di EXLS (11.7%) EXLS sono più alti rispetto allo scorso anno (11.4%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di EXLS sono cresciuti del 17.7% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di EXLS nell'ultimo anno ( 16.4% ) è inferiore alla media quinquennale ( 17.7% all'anno).
Guadagni vs Settore: La crescita degli utili EXLS nell'ultimo anno ( 16.4% ) ha superato la percentuale del settore Professional Services 8.7%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 32.3% ) di EXLS è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 22:20 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ExlService Holdings, Inc. è coperta da 20 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Koning | Baird |
| Vincent Colicchio | Barrington Research Associates, Inc. |
| Kunal Tayal | BofA Global Research |