ExlService Holdings, Inc.

NasdaqGS:EXLS Stok Raporu

Piyasa değeri: US$4.4b

ExlService Holdings Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 5/6

ExlService Holdings yıllık ortalama 17.7% oranında kazançlarını artırırken, Professional Services sektöründe kazançlar growing at 12.3% annual. Gelirler growing yılda ortalama 15% oranında artmaktadır. ExlService Holdings'in özkaynak karlılığı 32.3% ve net marjı 11.7%'dir.

Anahtar bilgiler

17.67%

Kazanç büyüme oranı

18.76%

EPS büyüme oranı

Professional Services Sektör Büyümesi10.99%
Gelir büyüme oranı15.04%
Özkaynak getirisi32.30%
Net Marj11.66%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi Jun 11

EXLS: AI And Data Capabilities Will Support Future Share Rebound

Analysts have adjusted their price target on ExlService Holdings to $41.75. The change is framed around updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, as reflected in recent research that supports a more refined view of the stock's risk and earnings profile.
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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

ExlService Holdings nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:EXLS Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 262,1572524440
31 Dec 252,0882514290
30 Sep 252,0262414090
30 Jun 251,9692363910
31 Mar 251,9032163840
31 Dec 241,8381983720
30 Sep 241,7711883610
30 Jun 241,7101793500
31 Mar 241,6671823320
31 Dec 231,6311853190
30 Sep 231,5911763060
30 Jun 231,5421712890
31 Mar 231,4831582800
31 Dec 221,4121432680
30 Sep 221,3331392580
30 Jun 221,2621272500
31 Mar 221,1901192420
31 Dec 211,1221152270
30 Sep 211,0761192110
30 Jun 211,0261191950
31 Mar 21974991800
31 Dec 20958891750
30 Sep 20966791790
30 Jun 20977711850
31 Mar 20998751920
31 Dec 19991681990
30 Sep 19969501960
30 Jun 19949461930
31 Mar 19916481880
31 Dec 18883571800
30 Sep 18846441730
30 Jun 18807491660
31 Mar 18786551610
31 Dec 17762491560
30 Sep 17742741510
30 Jun 17721691460
31 Mar 17702651430
31 Dec 16686621390
30 Sep 16675611350
30 Jun 16667601330
31 Mar 16652561310
31 Dec 15628521270
30 Sep 15598441220
30 Jun 15557351160

Kaliteli Kazançlar: EXLS yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: EXLS 'nin mevcut net kar marjları (11.7%) geçen yılın (11.4%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: EXLS şirketinin kazancı son 5 yılda yılda 17.7% oranında arttı.

Büyüme Hızlandırma: EXLS 'un son bir yıldaki kazanç büyümesi ( 16.4% ) 5 yıllık ortalamasının ( 17.7% /yıl) altındadır.

Kazançlar vs. Sektör: EXLS geçen yılki kazanç büyümesi ( 16.4% ) Professional Services sektörünün 8.9% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: EXLS 'nin Özsermaye Getirisi ( 32.3% ) yüksek olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/11 08:59
Gün Sonu Hisse Fiyatı2026/06/11 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ExlService Holdings, Inc. 20 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David KoningBaird
Vincent ColicchioBarrington Research Associates, Inc.
Kunal TayalBofA Global Research