-0.46%
12.36%
20.67%
47.69%
64.30%
107.00%
238.68%
AI Spotlight on EXLS
Company Description
ExlService Holdings, Inc.operates as a data analytics, and digital operations and solutions company in the United States and internationally.It operates through Insurance, Healthcare, Analytics, and Emerging Business segments.
The company provides digital operations and solutions and analytics-driven services across the insurance industry in areas, 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.It also offers CareRadius, an integrated care management offering; and health care services related to care management, utilization management, disease management, payment integrity, revenue optimization and customer engagement to healthcare payers, providers, pharmacy benefit managers, and life sciences organizations.Further, it offers predictive and prescriptive analytics in the areas of customer acquisition and lifecycle management, risk underwriting and pricing, operational effectiveness, credit and operational risk monitoring and governance, payment integrity and care management, and data management.
The company was founded in 1999 and is headquartered in New York, New York.
Market Data
| Last Price | 50.26 |
| Change Percentage | -0.46% |
| Open | 50.39 |
| Previous Close | 50.49 |
| Market Cap ( Millions) | 8086 |
| Volume | 764246 |
| Year High | 51.07 |
| Year Low | 28.16 |
| M A 50 | 46.34 |
| M A 200 | 37.54 |
Financial Ratios
| FCF Yield | 2.40% |
| Dividend Yield | 0.00% |
| ROE | 21.77% |
| Debt / Equity | 46.71% |
| Net Debt / EBIDTA | 86.76% |
| Price To Book | 8.96 |
| Price Earnings Ratio | 43.26 |
| Price To FCF | 41.61 |
| Price To sales | 4.57 |
| EV / EBITDA | 26.49 |
News
- Jan -29 - EXL Schedules Fourth Quarter and Full Year 2024 Financial Results Conference Call
- Jan -22 - ExlService Holdings (EXLS) Surges 5.5%: Is This an Indication of Further Gains?
- Jan -18 - Broadcom, Goldman Sachs Lead 5 Stocks In Buy Areas With This Bullish Base
- Jan -14 - After More Than Doubling in 2024, Defense Stock Poised To Extend Run
- Dec -18 - ExlService, Stock of The Day, Eyes Buy Point As AI Drives Growth
- Dec -09 - EXL named a Leader in ISG Provider Lens™ Generative AI Services Report
- Dec -05 - EXL recognized as Market Leader in HFS Horizons AADA Quadfecta Services for the Generative Enterprise, 2024 study
- Nov -29 - Why I'm Upgrading ExlService To A Strong Buy
- Nov -19 - EXL to transform customer service operations with data and analytics for the Data Communications Company
- Nov -08 - ExlService Holdings Grows Sales, Expands AI Investments
- Nov -04 - EXL to Participate in J.P. Morgan 2024 Ultimate Services Investor Conference
- Oct -30 - ExlService Holdings, Inc. (EXLS) Q3 2024 Earnings Call Transcript
- Oct -29 - ExlService Holdings (EXLS) Tops Q3 Earnings and Revenue Estimates
- Oct -29 - EXL Reports 2024 Third Quarter Results
- Oct -29 - EXL recognized as a Major Player in IDC MarketScape for Worldwide Data Modernization Services in 2024
- Oct -28 - EXL Enterprise AI Platform accelerates generative AI development for clients with NVIDIA AI software
- Oct -28 - Zacks Industry Outlook Broadridge Financial Solutions, Genpact and ExlService
- Oct -25 - 3 Outsourcing Stocks to Consider Amid Industry Challenges
- Oct -21 - Is EXL Service (EXLS) Stock Outpacing Its Business Services Peers This Year?
- Oct -17 - Convex partners with EXL to accelerate operational excellence through data and technology
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Analytics
Expected Growth : 12 %
What the company do ?
Analytics from ExlService Holdings, Inc. provides data-driven insights to improve business outcomes, leveraging advanced analytics and AI to drive informed decision-making.
Why we expect these perspectives ?
ExlService Holdings, Inc.'s 12% growth is driven by increasing demand for digital transformation, outsourcing, and automation in the BFSI sector. The company's expertise in analytics, AI, and cloud-based solutions has enabled it to capitalize on this trend, resulting in strong revenue growth.
Segment n°2 -> Insurance
Expected Growth : 10 %
What the company do ?
ExlService Holdings, Inc. offers insurance services, providing risk management and benefits administration to clients, helping them mitigate risks and optimize benefits.
Why we expect these perspectives ?
ExlService Holdings, Inc.'s 10% growth in insurance is driven by increasing demand for digital transformation, expansion into new geographies, and strategic acquisitions. Additionally, the company's focus on operational efficiency, cost savings, and investments in advanced analytics and AI capabilities are contributing to its growth momentum.
Segment n°3 -> Emerging Business
Expected Growth : 13 %
What the company do ?
Emerging Business from ExlService Holdings, Inc. offers digital transformation solutions, leveraging AI, analytics, and cloud to drive business growth and innovation.
Why we expect these perspectives ?
ExlService Holdings' Emerging Business segment growth of 13% is driven by increasing demand for digital transformation services, expansion into new geographies, and strategic acquisitions. Additionally, the company's investments in analytics, artificial intelligence, and automation have enhanced its service offerings, attracting new clients and increasing wallet share from existing ones.
Segment n°4 -> Healthcare
Expected Growth : 9 %
What the company do ?
Healthcare from ExlService Holdings, Inc. provides business process outsourcing services to healthcare payers, providers, and pharma companies, enhancing operational efficiency and reducing costs.
Why we expect these perspectives ?
ExlService Holdings, Inc.'s 9% growth in Healthcare is driven by increasing demand for digital transformation, outsourcing of non-core functions, and focus on value-based care. The company's expertise in analytics, operational excellence, and digital solutions resonates with healthcare providers seeking to improve patient outcomes, reduce costs, and enhance operational efficiency.
Exlservice Holdings, Inc. Products
| Product Range | What is it ? |
|---|---|
| Operations and Analytics | ExlService Holdings, Inc. provides operations management and analytics services to help clients improve their business processes and make data-driven decisions. |
| Digital Transformation | ExlService Holdings, Inc. offers digital transformation services to help clients leverage technology and innovation to drive business growth and improve customer experience. |
| Consulting | ExlService Holdings, Inc. provides consulting services to help clients improve their business operations, reduce costs, and enhance customer experience. |
| Data Analytics | ExlService Holdings, Inc. offers data analytics services to help clients gain insights from their data and make informed business decisions. |
| Risk and Compliance | ExlService Holdings, Inc. provides risk and compliance services to help clients manage risk, ensure regulatory compliance, and protect their reputation. |
ExlService Holdings, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for ExlService Holdings, Inc. is medium due to the presence of alternative BPO service providers in the market.
Bargaining Power Of Customers
The bargaining power of customers is high due to the concentration of clients in the financial services industry, which gives them significant negotiating power.
Bargaining Power Of Suppliers
The bargaining power of suppliers is low due to the availability of skilled labor in the BPO industry and the company's ability to negotiate favorable terms with its suppliers.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the BPO industry, including the need for significant capital investment and specialized expertise.
Intensity Of Rivalry
The intensity of rivalry is high due to the presence of several established players in the BPO industry, leading to a competitive market environment.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 19.32% |
| Debt Cost | 6.59% |
| Equity Weight | 80.68% |
| Equity Cost | 8.94% |
| WACC | 8.49% |
| Leverage | 23.94% |
ExlService Holdings, Inc. : Quality Control
ExlService Holdings, Inc. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| LDOS | Leidos Holdings, Inc., together with its subsidiaries, provides services and solutions in the defense, intelligence, civil, and health markets in the United States and internationally. It operates through three segments: … |
| NABL | N-able, Inc. provides cloud-based software solutions for managed service providers (MSPs) in the United States, the United Kingdom, and internationally. The company's solutions enable MSPs to support digital transformation and … |
| CNXC | Concentrix Corporation provides technology-infused customer experience (CX) solutions worldwide. The company provides CX process optimization, technology innovation, front- and back-office automation, analytics, and business transformation services. It also offers customer … |
| JKHY | Jack Henry & Associates, Inc. provides technology solutions and payment processing services primarily for financial services organizations in the United States. It operates through four segments: Core, Payments, Complementary, and … |
| DLB | Dolby Laboratories, Inc. creates audio and imaging technologies that transform entertainment and communications at the cinema, DTV, transmissions and devices, mobile devices, OTT video and music services, and home entertainment … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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ExlService
A-Score
1-Year Total Return ->
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Leidos
A-Score
1-Year Total Return ->
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Jack Henry
A-Score
1-Year Total Return ->
4
Concentrix
A-Score
1-Year Total Return ->
5
Dolby Laboratories
A-Score
1-Year Total Return ->
6
