COMPARE · Reviewed August 1, 2026
EXLS vs FIS
Verdict: Side-by-side breakdown using the Bull Rankings model. EXLS scored 82.6, FIS scored 76.3 — EXLS leads.
Compare another set
EXLS
ExlService Holdings, Inc.
82.6
$33.93 · $5.2B
fundamentals as of
Score gap
6.3
EXLS leads
FIS
Fidelity National Information Services, Inc.
76.3
$44.77 · $23.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
EXLS
stronger →← stronger
FIS
85
Qualityreturns · margins · balance sheet
67
91
Growthrevenue & earnings expansion
72
73
Valuevaluation vs sector peers
92
EXLS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EXLS
FIS
$297mC
FCF
$2.7bB
+13.4%B+
Rev
+12.3%B+
0.57C+
D/E
1.32C
21.5xB+
P/E
8.7xA
1.15B+
PEG
0.26A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EXLS
FIS
18% below
Price vs fair valuelower is cheaper
57% below
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-13%/yr
+6%
1-yr DCF upside
+113%
+22%
5-yr DCF upside
+131%
+50%
10-yr DCF upside
+160%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EXLS
Why this score
- Buying back stock
- Durable high returns
FIS
Why this score
- Raising its dividend
The companies
EXLSExlService Holdings, Inc.
Why now
Information Technology Services · market cap $5.2b. Down 25% 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 $43.50 (implying +28% 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.
FISFidelity National Information Services, Inc.
Why now
Information Technology Services · market cap $23.1b. Down 44% from 52-week high of $79.32 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. PEG 0.26 — paying under fair value for the growth rate. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $56.55 (implying +26% upside).
Moat
Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 101% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 44% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.