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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
08/08/2025: 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 $54.71
1 Year Target Price $54.71
| 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 08/08/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.82B USD | Price to earnings Ratio 28.9 | 1Y Target Price 54.71 |
Price to earnings Ratio 28.9 | 1Y Target Price 54.71 | ||
Volume (30-day avg) 10 | Beta 0.81 | 52 Weeks Range 33.96 - 52.43 | Updated Date 08/8/2025 |
52 Weeks Range 33.96 - 52.43 | Updated Date 08/8/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.46 |
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) 15.77% |
Management Effectiveness
Return on Assets (TTM) 11.69% | Return on Equity (TTM) 24.7% |
Valuation
Trailing PE 28.9 | Forward PE 22.37 | Enterprise Value 6780765962 | Price to Sales(TTM) 3.46 |
Enterprise Value 6780765962 | Price to Sales(TTM) 3.46 | ||
Enterprise Value to Revenue 3.44 | Enterprise Value to EBITDA 16.85 | Shares Outstanding 161512992 | Shares Floating 157094205 |
Shares Outstanding 161512992 | Shares Floating 157094205 | ||
Percent Insiders 2.76 | Percent Institutions 100.23 |
Upturn AI SWOT
ExlService Holdings Inc
Company Overview
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.
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 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
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
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
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.
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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