Genpact Limited

NYSE:G Stok Raporu

Piyasa değeri: US$5.4b

Genpact Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

Genpact yıllık ortalama 13% oranında kazançlarını artırırken, Professional Services sektöründe kazançlar growing at 12.3% annual. Gelirler growing yılda ortalama 5.8% oranında artmaktadır. Genpact'in özkaynak karlılığı 23% ve net marjı 11%'dir.

Anahtar bilgiler

12.95%

Kazanç büyüme oranı

14.67%

EPS büyüme oranı

Professional Services Sektör Büyümesi10.99%
Gelir büyüme oranı5.81%
Özkaynak getirisi23.01%
Net Marj11.04%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

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
Anlatı Güncellemesi 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).
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Gelir ve Gider Dağılımı

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


Kazanç ve Gelir Geçmişi

NYSE:G Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 265,1615701,0790
31 Dec 255,0805521,0500
30 Sep 255,0095511,0190
30 Jun 254,9295381,0010
31 Mar 254,8515289720
31 Dec 244,7675149700
30 Sep 244,6656639510
30 Jun 244,5896489400
31 Mar 244,5196429380
31 Dec 234,4776319160
30 Sep 234,4334309040
30 Jun 234,4084089060
31 Mar 234,3923639100
31 Dec 224,3713539390
30 Sep 224,3413379470
30 Jun 224,2463439310
31 Mar 224,1453749020
31 Dec 214,0223698660
30 Sep 213,9013718290
30 Jun 213,8203548120
31 Mar 213,7323147940
31 Dec 203,7093087900
30 Sep 203,7003157880
30 Jun 203,6533187870
31 Mar 203,6353307970
31 Dec 193,5213057900
30 Sep 193,4153027630
30 Jun 193,2742877320
31 Mar 193,1212787130
31 Dec 183,0012826940
30 Sep 182,9002707000
30 Jun 182,8612707050
31 Mar 182,8032746940
31 Dec 172,7372636860
30 Sep 172,6842726680
30 Jun 172,6242686540
31 Mar 172,5842646520
31 Dec 162,5712706530
30 Sep 162,5362586480
30 Jun 162,5052576350
31 Mar 162,4842546190
31 Dec 152,4612406080
30 Sep 152,4162216070
30 Jun 152,3862006180

Kaliteli Kazançlar: G yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: G 'nin mevcut net kar marjları (11%) geçen yılın (10.9%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: G şirketinin kazancı son 5 yılda yılda 13% oranında arttı.

Büyüme Hızlandırma: G 'un son bir yıldaki kazanç büyümesi ( 8% ) 5 yıllık ortalamasının ( 13% /yıl) altındadır.

Kazançlar vs. Sektör: G geçen yılki kazanç büyümesi ( 8% ) Professional Services sektörünün 8.7% performansını geride bırakmadı.


Özkaynak Getirisi

Yüksek ROE: G 'nin Özsermaye Getirisi ( 23% ) 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 Analizi2026/05/21 04:17
Gün Sonu Hisse Fiyatı2026/05/21 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

Genpact Limited 23 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David KoningBaird
Keith BachmanBMO Capital Markets Equity Research
Kunal TayalBofA Global Research