COMPARE · Reviewed August 4, 2026
BR vs EXLS
Verdict: Side-by-side breakdown using the Bull Rankings model. BR scored 77.5, EXLS scored 83.6 — EXLS leads.
Compare another set
Different reporting periods. BR's fundamentals are as of June 2026, but EXLS's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BR
Broadridge Financial Solutions, Inc.
77.5
$168.41 · $19.5B
fundamentals as of
Score gap
6.1
EXLS leads
EXLS
ExlService Holdings, Inc.
83.6
$34.39 · $5.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
BR
stronger →← stronger
EXLS
81
Qualityreturns · margins · balance sheet
85
78
Growthrevenue & earnings expansion
91
74
Valuevaluation vs sector peers
75
EXLS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
BR
EXLS
$1.3bC+
FCF
$297mC
+8.5%B
Rev
+13.4%B+
1.21C
D/E
0.57C+
18.0xA-
P/E
21.8xB+
1.08B+
PEG
1.01B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BR
EXLS
19% below
Price vs fair valuelower is cheaper
20% below
~2%/yr
Growth the price implies10-yr FCF · lower = less priced in
~3%/yr
+13%
1-yr DCF upside
+9%
+24%
5-yr DCF upside
+25%
+41%
10-yr DCF upside
+52%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BR
Why this score
- Raising its dividend
- Durable high returns
EXLS
Why this score
- Buying back stock
- Durable high returns
The companies
BRBroadridge Financial Solutions, Inc.
Why now
Information Technology Services · market cap $19.5b. Down 38% from 52-week high of $271.91 — deep drawdown territory. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $206.50 (implying +23% upside).
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 40% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 114% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
EXLSExlService Holdings, Inc.
Why now
Information Technology Services · market cap $5.3b. Down 24% from 52-week high of $45.08 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $44.38 (implying +29% upside).
Moat
ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 118% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.