Market Positioning | EXLS leverages recurring business model and talent acquisition to compete in GenAI space, with price targets ranging from $34 to $36 |
Financial Outlook | Analysts project EPS of $1.60 for FY2024 and $1.80 for FY2025, with revenue growth in low double-digits despite transition costs |
Workforce Dynamics | Despite 800 job cuts, EXLS saw 19% YoY employee growth in 2023, signaling strategic realignment towards AI-focused roles |
GenAI Pivot | ExlService Holdings repositions for General AI, balancing new capabilities with existing business segments amid workforce restructuring |
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, Analytics, and Emerging Business segments. It also 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 LISS 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. ExlService Holdings, Inc. was founded in 1999 and is headquartered in New York, New York.
Metrics to compare | EXLS | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipEXLSPeersSector | |
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P/E Ratio | 35.6x | −0.1x | 12.0x | |
PEG Ratio | 5.54 | 0.00 | 0.03 | |
Price / Book | 7.5x | 2.0x | 1.4x | |
Price / LTM Sales | 3.7x | 0.6x | 1.2x | |
Upside (Analyst Target) | 1.3% | 36.5% | 21.2% | |
Fair Value Upside | Unlock | 42.1% | 7.3% | Unlock |