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Upturn AI SWOT - About
EXLS 
ExlService Holdings Inc (EXLS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/10/2025: EXLS (2-star) is currently NOT-A-BUY. Pass it for now.
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 $54.37
1 Year Target Price $54.37
| 5 | Strong Buy |
| 3 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.85% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.34B USD | Price to earnings Ratio 34.2 | 1Y Target Price 54.37 |
Price to earnings Ratio 34.2 | 1Y Target Price 54.37 | ||
Volume (30-day avg) 10 | Beta 0.83 | 52 Weeks Range 31.87 - 52.43 | Updated Date 07/10/2025 |
52 Weeks Range 31.87 - 52.43 | Updated Date 07/10/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.32 |
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 11.36% | Operating Margin (TTM) 15.64% |
Management Effectiveness
Return on Assets (TTM) 11.26% | Return on Equity (TTM) 23.81% |
Valuation
Trailing PE 34.2 | Forward PE 24.15 | Enterprise Value 7445881547 | Price to Sales(TTM) 3.86 |
Enterprise Value 7445881547 | Price to Sales(TTM) 3.86 | ||
Enterprise Value to Revenue 3.91 | Enterprise Value to EBITDA 19.68 | Shares Outstanding 162694000 | Shares Floating 157961576 |
Shares Outstanding 162694000 | Shares Floating 157961576 | ||
Percent Insiders 2.73 | Percent Institutions 99.59 |
Upturn AI SWOT
ExlService Holdings Inc
Company Overview
History and Background
ExlService Holdings, Inc. was founded in 1999. It started as an offshore outsourcing provider for Deutsche Bank and has since evolved into a global operations management and analytics company, expanding through organic growth and strategic acquisitions.
Core Business Areas
- Operations Management: Provides outsourcing services for finance and accounting, customer service, collections, and transaction processing.
- Analytics: Offers data analytics, reporting, and business intelligence solutions to help clients make data-driven decisions.
- Digital Solutions: Focuses on digital transformation services, including automation, artificial intelligence (AI), and cloud solutions.
Leadership and Structure
The leadership team includes Rohit Kapoor (Vice Chairman & CEO). The organizational structure is based on business segments and geographic regions, with centralized support functions.
Top Products and Market Share
Key Offerings
- Finance and Accounting Outsourcing: Provides end-to-end finance and accounting services. Limited market share data is available, however the industry is highly competitive with players such as Genpact and WNS. Competitors include Genpact (G) and WNS (WNS).
- Data Analytics Solutions: Offers advanced analytics and reporting for various industries. Competition includes Accenture (ACN) and Tata Consultancy Services (TCS).
- Digital Customer Experience: Solutions to improve customer satisfaction and engagement. Competitors include Teleperformance (TEPRF) and Concentrix (CNXC).
Market Dynamics
Industry Overview
The operations management and analytics industry is experiencing growth driven by increasing data volumes, demand for cost optimization, and digital transformation initiatives.
Positioning
ExlService Holdings Inc. is positioned as a leading provider of operations management and analytics solutions, offering a combination of domain expertise, technology capabilities, and global delivery network. Its competitive advantage lies in its industry-specific knowledge and ability to provide integrated solutions.
Total Addressable Market (TAM)
The global business process outsourcing (BPO) market size was valued at USD 261.9 billion in 2022 and is projected to reach USD 395.6 billion by 2030. ExlService is moderately positioned and capturing a portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong domain expertise in key verticals
- Global delivery network
- Comprehensive service offerings
- Strategic acquisitions
- Strong client relationships
Weaknesses
- Dependence on key clients
- Competition from larger players
- Currency fluctuations
- Integration challenges with acquisitions
Opportunities
- Growing demand for analytics and automation
- Expansion into new geographies
- Cross-selling opportunities
- Strategic partnerships
- Increased focus on digital transformation
Threats
- Economic downturn
- Increased competition
- Data security and privacy concerns
- Regulatory changes
- Technological disruptions
Competitors and Market Share
Key Competitors
- ACN
- G
- WNS
- CNXC
- INFY
Competitive Landscape
ExlService Holdings Inc. competes with larger players with greater resources. It differentiates itself through industry expertise and integrated solutions. The competitive environment is constantly changing due to technology innovation and changing customer needs.
Major Acquisitions
Clarabridge
- Year: 2021
- Acquisition Price (USD millions): 475
- Strategic Rationale: Expanded analytics capabilities and customer experience offerings.
Growth Trajectory and Initiatives
Historical Growth: ExlService Holdings Inc. has demonstrated consistent growth over the past years, driven by organic expansion and strategic acquisitions.
Future Projections: Future projections for ExlService Holdings Inc's growth are based on analyst estimates, industry trends, and company guidance.
Recent Initiatives: Recent strategic initiatives undertaken by ExlService Holdings Inc. include investments in digital technologies, expansion into new geographies, and strategic acquisitions.
Summary
ExlService Holdings Inc. is a mid-sized company in the BPO and analytics space showing continuous growth through strategic acquisitions and expansion of service offerings. While smaller than some of its key competitors, their industry focus allows them to secure strong client relationships. Reliance on key clients represents a risk and the company needs to watch for economic downturn and tech changes. The company should continue to capitalize on the growing demand for digital transformation and analytics solutions to sustain its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Industry Reports
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is based on estimates and may vary.
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 59500 | Website https://www.exlservice.com |
Full time employees 59500 | 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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