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ExlService Holdings Inc (EXLS)

Upturn stock ratingUpturn stock rating
$43.59
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

08/28/2025: EXLS (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

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

Analysts Price Target For last 52 week
$54.14 Target price
52w Low $35.16
Current$43.59
52w High $52.43

Analysis of Past Performance

Type Stock
Historic Profit -1.85%
Avg. Invested days 40
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 7.07B USD
Price to earnings Ratio 30.19
1Y Target Price 54.14
Price to earnings Ratio 30.19
1Y Target Price 54.14
Volume (30-day avg) 10
Beta 0.81
52 Weeks Range 35.16 - 52.43
Updated Date 08/29/2025
52 Weeks Range 35.16 - 52.43
Updated Date 08/29/2025
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 2025-08-07
When After Market
Estimate 0.45
Actual 0.49

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 30.19
Forward PE 23.2
Enterprise Value 7027881077
Price to Sales(TTM) 3.59
Enterprise Value 7027881077
Price to Sales(TTM) 3.59
Enterprise Value to Revenue 3.57
Enterprise Value to EBITDA 17.46
Shares Outstanding 161512992
Shares Floating 156704901
Shares Outstanding 161512992
Shares Floating 156704901
Percent Insiders 2.76
Percent Institutions 98.55

ai summary icon Upturn AI SWOT

ExlService Holdings Inc

stock logo

Company Overview

overview logo History and Background

ExlService Holdings, Inc. was founded in 1999. Initially focused on providing offshore outsourcing services, it has evolved into a global analytics and digital solutions company. Significant milestones include strategic acquisitions and expansion of service offerings.

business area logo Core Business Areas

  • Analytics: Provides data analytics, including predictive modeling, machine learning, and business intelligence, to help clients improve decision-making.
  • Operations Management: Offers process optimization, automation, and customer relationship management services to enhance operational efficiency.
  • Digital Solutions: Provides digital transformation services, including cloud migration, application development, and cybersecurity solutions.

leadership logo Leadership and Structure

Rohit Kapoor serves as the Vice Chairman and Chief Executive Officer. The organizational structure includes various departments, such as Operations, Analytics, Sales, and Technology, each headed by senior executives. The Board of Directors oversees the company's strategic direction.

Top Products and Market Share

overview logo Key Offerings

  • Exl Analytics: Data analytics and consulting services. Market share is estimated to be around 2-3% of the global analytics market. Competitors include Accenture, Tata Consultancy Services, and Genpact. Revenue from this product represents a significant portion of the company's overall earnings, estimated at 35%.
  • Exl Business Transformation: Operational improvement and process automation services. Market share varies by industry and region. IBM, Wipro, and Infosys are major competitors. Represents around 45% of the revenue.
  • Exl Digital: Includes digital solutions, platforms, and transformation services. Represents around 20% of overall revenue. Globant, EPAM, and Cognizant are major competitors.

Market Dynamics

industry overview logo Industry Overview

The analytics and digital solutions industry is experiencing rapid growth driven by increasing data volumes, technological advancements, and the need for businesses to improve efficiency and customer experience.

Positioning

ExlService Holdings Inc. is positioned as a provider of integrated analytics and digital solutions. Its competitive advantages include its domain expertise, global delivery model, and focus on specific industries.

Total Addressable Market (TAM)

The TAM for analytics and digital solutions is estimated to be several hundred billion dollars globally. ExlService Holdings Inc. is positioned to capture a portion of this market by focusing on specific industries and offering specialized solutions.

Upturn SWOT Analysis

Strengths

  • Strong expertise in analytics and digital solutions
  • Global delivery model
  • Focus on specific industries (healthcare, insurance, banking)
  • Long-standing client relationships
  • Strong financial position

Weaknesses

  • Reliance on a few large clients
  • Competition from larger IT services providers
  • Limited brand recognition compared to larger competitors
  • High employee turnover

Opportunities

  • Increasing demand for analytics and digital solutions
  • Expansion into new industries and geographies
  • Adoption of new technologies (e.g., AI, cloud)
  • Strategic acquisitions to expand service offerings

Threats

  • Economic downturn
  • Increased competition
  • Technological disruption
  • Data security and privacy concerns
  • Currency fluctuations

Competitors and Market Share

competitor logo Key Competitors

  • ACN
  • G
  • INFY

Competitive Landscape

ExlService Holdings Inc. competes with larger IT services providers and specialized analytics firms. Its competitive advantage lies in its domain expertise and integrated solutions.

Major Acquisitions

Clarabridge

  • Year: 2021
  • Acquisition Price (USD millions): 520
  • Strategic Rationale: Expanded analytics capabilities and customer experience solutions.

Growth Trajectory and Initiatives

Historical Growth: ExlService Holdings Inc. has experienced consistent revenue and earnings growth over the past several years.

Future Projections: Analysts project continued revenue growth in the range of 8-12% annually for the next few years.

Recent Initiatives: Strategic acquisitions to expand service offerings, investment in new technologies (e.g., AI), expansion into new geographies.

Summary

ExlService Holdings Inc. is a growing company with a strong position in the analytics and digital solutions market. The company's strengths include its domain expertise, global delivery model, and focus on specific industries. Key challenges include competition from larger IT services providers and reliance on a few large clients. Continued investment in new technologies and expansion into new markets will be critical for future growth.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q), Investor Presentations, Analyst Reports, Market Research Reports

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate. All investments carry risk, and past performance is not indicative of future results.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 61000

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.