COMPARE · Reviewed August 3, 2026
EXLS vs G
Verdict: Side-by-side breakdown using the Bull Rankings model. EXLS scored 83.5, G scored 75.6 — EXLS leads.
Compare another set
EXLS
ExlService Holdings, Inc.
83.5
$34.24 · $5.2B
fundamentals as of
Score gap
7.9
EXLS leads
G
Genpact Limited
75.6
$35.16 · $6.0B
fundamentals as of
The model, pillar by pillar (0–100 each)
EXLS
stronger →← stronger
G
85
Qualityreturns · margins · balance sheet
79
91
Growthrevenue & earnings expansion
72
75
Valuevaluation vs sector peers
76
EXLS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EXLS
G
$297mC
FCF
$669mC+
+13.4%B+
Rev
+6.4%C+
0.57C+
D/E
0.71C+
21.7xB+
P/E
10.8xA
1.01B+
PEG
1.16B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
EXLS
G
20% below
Price vs fair valuelower is cheaper
66% below
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-17%/yr
+9%
1-yr DCF upside
+164%
+25%
5-yr DCF upside
+190%
+53%
10-yr DCF upside
+234%
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
G
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
The companies
EXLSExlService Holdings, Inc.
Why now
Information Technology Services · market cap $5.2b. 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 +30% 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.
GGenpact Limited
Why now
Information Technology Services · market cap $6.0b. Down 28% from 52-week high of $48.64 — deep drawdown territory. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $39.27 (implying +12% upside).
Moat
ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 117% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
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.