Genpact (G) Panoramica del titolo
Genpact Limited fornisce servizi di outsourcing dei processi aziendali e di tecnologia dell'informazione in India, nel resto dell'Asia, in America settentrionale e latina e in Europa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per G dai nostri controlli di rischio.
G Community Fair Values
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Analyst Price Targets
Concorrenti di Genpact Limited
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$32.56 |
| Massimo di 52 settimane | US$48.64 |
| Minimo di 52 settimane | US$31.47 |
| Beta | 0.62 |
| Variazione di 1 mese | -4.74% |
| Variazione a 3 mesi | -16.81% |
| Variazione di 1 anno | -25.22% |
| Variazione a 3 anni | -11.93% |
| Variazione a 5 anni | -26.57% |
| Variazione dall'IPO | 94.39% |
Notizie e aggiornamenti recenti
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
Aggiornamento dell'analisi • 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).
Nuova analisi • 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?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 AlphaAggiornamento dell'analisi • 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).Nuova analisi • 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?Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRendimenti per gli azionisti
| G | US Professional Services | US Mercato | |
|---|---|---|---|
| 7D | -4.6% | -0.8% | 2.2% |
| 1Y | -25.2% | -22.6% | 31.1% |
Ritorno vs Industria: G ha avuto una performance inferiore rispetto al US Professional Services che ha registrato un rendimento -22.6 % nell'ultimo anno.
Rendimento vs Mercato: G ha avuto una performance inferiore al mercato US che ha registrato un rendimento 31.1 % nell'ultimo anno.
Volatilità dei prezzi
| G volatility | |
|---|---|
| G Average Weekly Movement | 4.6% |
| Professional Services Industry Average Movement | 8.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: G non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di G è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1997 | 146,500 | BK Kalra | www.genpact.com |
Genpact Limited fornisce servizi di outsourcing dei processi aziendali e di tecnologia dell'informazione in India, nel resto dell'Asia, in America settentrionale e latina e in Europa. Opera attraverso tre segmenti: Servizi finanziari; Beni di consumo e Sanità; High Tech e Produzione. Il segmento dei servizi finanziari offre servizi di accoglienza dei clienti, assistenza ai clienti, incassi, operazioni di prestito al dettaglio e commerciali, operazioni di pagamento, creazione e assistenza di mutui, conformità, gestione patrimoniale, supporto alle operazioni del mercato dei capitali, gestione dei rischi e dei crimini finanziari, suite di polizze assicurative proprietarie, supporto alla sottoscrizione, elaborazione di nuove attività, amministrazione delle polizze, gestione dei clienti, gestione dei sinistri, modellazione di catastrofi ed esposizioni/rischi, servizi attuariali, amministrazione end-to-end di terzi per i sinistri di beni e infortuni e servizi tecnologici.
Genpact Limited Riepilogo dei fondamenti
| G statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$5.52b |
| Utili (TTM) | US$569.63m |
| Ricavi(TTM) | US$5.16b |
9.7x
Rapporto P/E1.1x
Rapporto P/SG è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| G Conto economico (TTM) | |
|---|---|
| Ricavi | US$5.16b |
| Costo del fatturato | US$3.29b |
| Profitto lordo | US$1.87b |
| Altre spese | US$1.30b |
| Utili | US$569.63m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.36 |
| Margine lordo | 36.30% |
| Margine di profitto netto | 11.04% |
| Rapporto debito/patrimonio netto | 62.1% |
Come si è comportato G nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.3%
Rendimento attuale del dividendo21%
Rapporto di remunerazioneG paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di G| Genpact date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jun 10 2026 |
| Data di pagamento dei dividendi | Jun 25 2026 |
| Giorni fino al dividendo Ex | 29 days |
| Giorni prima della data di pagamento dei dividendi | 44 days |
G paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di GAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 14:49 |
| Prezzo dell'azione a fine giornata | 2026/05/08 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
Genpact Limited è coperta da 23 analisti. 12 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 |
| Keith Bachman | BMO Capital Markets Equity Research |
| Kunal Tayal | BofA Global Research |