ExlService Holdings, Inc.

NasdaqGS:EXLS 株式レポート

時価総額:US$4.5b

ExlService Holdings 配当と自社株買い

配当金 基準チェック /06

ExlService Holdings配当金を支払った記録がありません。

主要情報

n/a

配当利回り

10.4%

バイバック利回り

総株主利回り10.4%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

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 Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha
分析記事 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...

決済の安定と成長

配当データの取得

安定した配当: EXLSの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: EXLSの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

ExlService Holdings 配当利回り対市場
EXLS 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (EXLS)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Professional Services)2.5%
アナリスト予想 (EXLS) (最長3年)0%

注目すべき配当: EXLSは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: EXLSは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: EXLSの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: EXLSが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/09 11:32
終値2026/06/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

ExlService Holdings, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
David KoningBaird
Vincent ColicchioBarrington Research Associates, Inc.
Kunal TayalBofA Global Research