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Upturn AI SWOT - About
EXLS 
ExlService Holdings Inc (EXLS)
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Upturn Advisory Summary
10/10/2025: EXLS (2-star) is a SELL. SELL since 4 days. Simulated Profits (-5.85%). Updated daily EoD!
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
10 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $54.14
1 Year Target Price $54.14
| 5 | Strong Buy |
| 3 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -7.59% | Avg. Invested days 38 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.66B USD | Price to earnings Ratio 28.45 | 1Y Target Price 54.14 |
Price to earnings Ratio 28.45 | 1Y Target Price 54.14 | ||
Volume (30-day avg) 10 | Beta 0.86 | 52 Weeks Range 38.36 - 52.43 | Updated Date 10/12/2025 |
52 Weeks Range 38.36 - 52.43 | Updated Date 10/12/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.45 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12% | Operating Margin (TTM) 15.76% |
Management Effectiveness
Return on Assets (TTM) 11.68% | Return on Equity (TTM) 24.7% |
Valuation
Trailing PE 28.45 | Forward PE 20 | Enterprise Value 7003654105 | Price to Sales(TTM) 3.38 |
Enterprise Value 7003654105 | Price to Sales(TTM) 3.38 | ||
Enterprise Value to Revenue 3.56 | Enterprise Value to EBITDA 17.4 | Shares Outstanding 161513147 | Shares Floating 156712976 |
Shares Outstanding 161513147 | Shares Floating 156712976 | ||
Percent Insiders 2.73 | Percent Institutions 98.58 |
Upturn AI SWOT
ExlService Holdings Inc
Company Overview
History and Background
ExlService Holdings, Inc. was founded in 1999. It began as a division of Conseco (now CNO Financial Group) and later became an independent company. EXL provides operations management and analytics services.
Core Business Areas
- Operations Management: Provides services like contact centers, back-office processing, and customer service solutions for industries such as insurance, healthcare, banking, and financial services.
- Analytics: Offers data analytics, business intelligence, and consulting services to help clients improve decision-making and optimize processes.
Leadership and Structure
Rohit Kapoor is the Vice Chairman and Chief Executive Officer. The organizational structure is based on functional departments and industry verticals.
Top Products and Market Share
Key Offerings
- Business Process Management (BPM): EXL offers BPM services across various industries, helping companies streamline operations and improve efficiency. Competitors include Genpact and WNS. Market share data specifically for EXL's BPM offering is difficult to isolate, but EXL competes in the broader $261.9 billion BPM market (2023 estimate).
- Analytics & Insights: EXL provides data analytics, AI, and machine learning solutions to help clients gain insights from their data and make better decisions. Competitors include Accenture and Tata Consultancy Services (TCS). Again, precise market share data for EXL's analytics services is unavailable, but the market for analytics services is estimated at $77.5 billion in 2023.
Market Dynamics
Industry Overview
The BPM and analytics industry is experiencing growth driven by digital transformation, increasing data volumes, and the need for improved operational efficiency. Companies are seeking partners to help them navigate these changes and stay competitive.
Positioning
EXL positions itself as a strategic partner providing both operations management and analytics services. Its focus on specific industries and its expertise in data-driven solutions are key competitive advantages.
Total Addressable Market (TAM)
The combined TAM for BPM and analytics services is estimated to be in the hundreds of billions of dollars. EXL is positioned to capture a portion of this market through its specialized services and industry focus.
Upturn SWOT Analysis
Strengths
- Domain expertise in key industries
- Strong analytics capabilities
- End-to-end solutions (operations and analytics)
- Focus on digital transformation
- Strong client relationships
Weaknesses
- Reliance on specific industries
- Competition from larger players
- Potential impact from economic downturns
- Integration challenges from acquisitions
Opportunities
- Expanding into new geographic markets
- Increasing adoption of AI and automation
- Growing demand for data analytics
- Strategic acquisitions
- Partnerships with technology providers
Threats
- Increased competition
- Economic slowdown
- Data security breaches
- Changes in regulations
- Rapid technological advancements rendering current tech obsolete
Competitors and Market Share
Key Competitors
- G (GIII)
- ACN (ACN)
- WNS (WNS)
Competitive Landscape
EXL competes with larger, more diversified players. Its competitive advantage lies in its industry-specific expertise and integrated solutions. EXL focuses more on the operations management and analytics industries rather than the other two which are IT companies.
Major Acquisitions
Clarabridge
- Year: 2021
- Acquisition Price (USD millions): 475
- Strategic Rationale: Strengthen EXL's analytics capabilities and customer experience solutions.
Growth Trajectory and Initiatives
Historical Growth: EXL has experienced consistent revenue growth through a combination of organic growth and acquisitions.
Future Projections: Analyst estimates suggest continued revenue growth for EXL. Future projections are generally positive.
Recent Initiatives: Recent strategic initiatives include acquisitions to expand capabilities and investments in new technologies.
Summary
ExlService Holdings is a well-positioned player in the growing BPM and analytics industry. The company's strategic acquisitions, industry-specific expertise, and end-to-end solutions contribute to its growth. Strong competition and industry concentration should be monitored for the business to grow well. Overall the company seems solid with minor caveats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- EXLService Holdings Inc. Investor Relations
- Company Filings (SEC)
- Market Research Reports
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It should not be considered investment advice. Market conditions and company performance can change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ExlService Holdings Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2006-10-20 | Co-Founder, Chairman & CEO Mr. Rohit Kapoor | ||
Sector Technology | Industry Information Technology Services | Full time employees 61000 | Website https://www.exlservice.com |
Full time employees 61000 | Website https://www.exlservice.com | ||
ExlService Holdings, Inc. operates as a data analytics, and digital operations and solutions company in the United States and internationally. The company operates through Insurance; Healthcare and Life Sciences; Banking, Capital Markets, and Diversified Industries; and International Growth Markets. It provides digital operations and solutions and analytics-driven services, such as claims processing, premium and benefit administration, agency management, account reconciliation, policy research, underwriting support, new business acquisition, policy servicing, premium audit, surveys, billing and collection, commercial and residential survey, and customer service using digital technology, artificial intelligence, machine learning, and advanced automation; digital customer acquisition services using a software-as-a-service delivery model through LifePRO and Life Digital Suite platforms; subrogation services; and Subrosource software platform, an end-to-end subrogation platform. In addition, the company offers health care services related to care management, utilization management, disease management, payment integrity, revenue optimization, and customer engagement. Further, it provides financial planning and analysis, management reporting, forecasting and decision support, data management, regulatory reporting and risk, and compliance services; reservations, customer, and fulfilment services; freight billing, collections, claims management, freight audit, freight scheduling, supply chain management, and revenue assurance services; residential mortgage lending, title verification and validation, retail banking and credit cards, trust verification, commercial banking, and investment management; merchandising, pricing, and demand forecasting; and digital operations and solutions. The company offers predictive and prescriptive analytics in the areas of customer acquisition and lifecycle management. The company was founded in 1999 and is headquartered in New York, New York.
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