COMPARE · Data as of August 21, 2026
BR vs EXLS
Verdict: Side-by-side breakdown using the Bull Rankings model. BR scored 71.6, EXLS scored 81.8 — 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,
71.6
$182.18 · $20.8B
fundamentals as of
Score gap
10.2
EXLS leads
EXLS
ExlService Holdings, Inc.
81.8
$37.53 · $5.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestBR19.0x
- Fastest growthEXLS+13.4%
- Strongest balance sheetEXLS0.57
- Highest qualityEXLS85 / 100
- Largest discount to fair valueBR-13%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
BR
stronger →← stronger
EXLS
81
Qualityreturns · margins · balance sheet
85
77
Growthrevenue & earnings expansion
88
59
Valuevaluation vs sector peers
73
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+
1.24C
D/E
0.57C+
19.0xA-
P/E
23.8xB+
1.91C+
PEG
1.10B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BR
EXLS
13% below
Price vs fair valuelower is cheaper
13% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
+6%
1-yr DCF upside
+1%
+15%
5-yr DCF upside
+15%
+31%
10-yr DCF upside
+41%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BR
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
EXLS
Why this score
- Buying back stock
- Durable high returns
The companies
BRBroadridge Financial Solutions,
Why now
Information Technology Services · market cap $20.8b. Down 31% from 52-week high of $263.00 — deep drawdown territory. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $213.25 (implying +17% 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 31% 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 $5.7b. 17% off the 52-week high of $45.08. 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 +18% 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
EXLS leads BR by 6.4 points (84.1 to 77.7), its sharpest advantage coming in Rev (grade B+). A contrarian could still prefer BR, which trades about 21% below our DCF fair value — a margin of safety the score doesn't reward.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where BR and EXLS diverge
On the headline score the gap is 10.2 points in favor of EXLS. The widest single difference is Value, where EXLS leads by 13.9 points.
- ValueBR 59.0 · EXLS 72.9EXLS +13.9
- GrowthBR 76.6 · EXLS 88.2EXLS +11.6
- QualityBR 81.4 · EXLS 85.0EXLS +3.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.