Obermatt

ExlService

NSQ:EXLS · US3020811044
Commercial Services & SuppliesLarge

360

97
EV / EBIT31
Price / Owner Earnings34
Owner Earnings Yield51
Dividend Yield1
Price/Sales38
EV / Gross Profit42
Price/Book20
Return on Capital85
Cash Return on Capital83
Return on Equity73
EBIT Margin65
Gross Profitability87
Cash Conversion39
Accruals93
Owner Earnings Margin67
Sales growth76
Profit Growth62
Long-Term EPS Growth84
Owner Earnings Growth51
Reinvestment48
Price momentum14
Debt load68
Refinancing59
Debt Payback68
Liquidity89
Analyst ratings74
Opinion Changes50
Price Target Upside82
Market mood31
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

ExlService generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryCommercial Services & Supplies
SizeLarge
TypePublic Company
ExchangeNASDAQGS
Founded2002
Employees30,137
ISINUS3020811044
Last UpdateApr 2, 2026
Themes
Process AutomationCloud Data ServicesArtificial IntelligenceData IntegrationPredictive AnalyticsMachine LearningSoftware DevelopmentAnalyticsBankingOutsourcing

Description

ExlService Holdings, Inc. (EXL), a global data and artificial intelligence (AI) company, offers services and solutions to reinvent client business models, drive better outcomes, and unlock growth with speed. The company harnesses the power of data,…

Analysis

Quality compounder

ExlService Holdings, Inc. earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess.

On valuation, the picture is fair. The owner-earnings multiple stands at 17.7×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 5% a year, against analyst forecasts of 13%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 14/20 on our value-creation score: strong value creator. Analysts lean positive.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
72
2023202420252026

All-time high

95

Jan 2023

All-time low

72

Jun 2026

Average rank

84

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
38
46
46
49
Price/Earnings
64
60
36
31
Price/Book
20
30
32
46
Dividend Yield
1
1
1
1
Value (overall)
20
38
16
19

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →