Genpact 향후 성장
Future 기준 점검 2/6
Genpact (는) 각각 연간 9.1% 및 7.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.5% 로 예상됩니다.
핵심 정보
9.1%
이익 성장률
10.36%
EPS 성장률
| Professional Services 이익 성장 | 15.5% |
| 매출 성장률 | 7.2% |
| 향후 자기자본이익률 | 22.50% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 11 May 2026 |
최근 향후 성장 업데이트
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
내러티브 업데이트 • 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).
새 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 6,314 | 736 | N/A | 714 | 5 |
| 12/31/2027 | 5,835 | 665 | 743 | 810 | 12 |
| 12/31/2026 | 5,436 | 610 | 663 | 725 | 12 |
| 3/31/2026 | 5,161 | 570 | 651 | 749 | N/A |
| 12/31/2025 | 5,080 | 552 | 724 | 813 | N/A |
| 9/30/2025 | 5,009 | 551 | 642 | 729 | N/A |
| 6/30/2025 | 4,929 | 538 | 562 | 650 | N/A |
| 3/31/2025 | 4,851 | 528 | 598 | 681 | N/A |
| 12/31/2024 | 4,767 | 514 | 530 | 615 | N/A |
| 9/30/2024 | 4,665 | 663 | 520 | 604 | N/A |
| 6/30/2024 | 4,589 | 648 | 460 | 537 | N/A |
| 3/31/2024 | 4,519 | 642 | 429 | 499 | N/A |
| 12/31/2023 | 4,477 | 631 | 432 | 491 | N/A |
| 9/30/2023 | 4,433 | 430 | 473 | 529 | N/A |
| 6/30/2023 | 4,408 | 408 | 542 | 593 | N/A |
| 3/31/2023 | 4,392 | 363 | 474 | 524 | N/A |
| 12/31/2022 | 4,371 | 353 | 389 | 444 | N/A |
| 9/30/2022 | 4,341 | 337 | 401 | 461 | N/A |
| 6/30/2022 | 4,246 | 343 | 381 | 445 | N/A |
| 3/31/2022 | 4,145 | 374 | 442 | 503 | N/A |
| 12/31/2021 | 4,022 | 369 | 637 | 694 | N/A |
| 9/30/2021 | 3,901 | 371 | 547 | 607 | N/A |
| 6/30/2021 | 3,820 | 354 | 585 | 649 | N/A |
| 3/31/2021 | 3,732 | 314 | 610 | 680 | N/A |
| 12/31/2020 | 3,709 | 308 | 504 | 584 | N/A |
| 9/30/2020 | 3,700 | 315 | 428 | 512 | N/A |
| 6/30/2020 | 3,653 | 318 | 378 | 480 | N/A |
| 3/31/2020 | 3,635 | 330 | 304 | 415 | N/A |
| 12/31/2019 | 3,521 | 305 | N/A | 428 | N/A |
| 9/30/2019 | 3,415 | 302 | N/A | 478 | N/A |
| 6/30/2019 | 3,274 | 287 | N/A | 411 | N/A |
| 3/31/2019 | 3,121 | 278 | N/A | 361 | N/A |
| 12/31/2018 | 3,001 | 282 | N/A | 340 | N/A |
| 9/30/2018 | 2,900 | 270 | N/A | 298 | N/A |
| 6/30/2018 | 2,861 | 270 | N/A | 293 | N/A |
| 3/31/2018 | 2,803 | 274 | N/A | 301 | N/A |
| 12/31/2017 | 2,737 | 263 | N/A | 359 | N/A |
| 9/30/2017 | 2,684 | 272 | N/A | 373 | N/A |
| 6/30/2017 | 2,624 | 268 | N/A | 375 | N/A |
| 3/31/2017 | 2,584 | 264 | N/A | 386 | N/A |
| 12/31/2016 | 2,571 | 270 | N/A | 346 | N/A |
| 9/30/2016 | 2,536 | 258 | N/A | 310 | N/A |
| 6/30/2016 | 2,505 | 257 | N/A | 299 | N/A |
| 3/31/2016 | 2,484 | 254 | N/A | 294 | N/A |
| 12/31/2015 | 2,461 | 240 | N/A | 327 | N/A |
| 9/30/2015 | 2,416 | 221 | N/A | 347 | N/A |
| 6/30/2015 | 2,386 | 200 | N/A | 293 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: G 의 연간 예상 수익 증가율(9.1%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: G 의 연간 수익(9.1%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: G 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: G 의 수익(연간 7.2%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: G 의 수익(연간 7.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: G의 자본 수익률은 3년 후 22.5%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 19:06 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Genpact Limited는 23명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Koning | Baird |
| Keith Bachman | BMO Capital Markets Equity Research |
| Kunal Tayal | BofA Global Research |