EXL ServiceEXLS
Market Cap: $5.86B
About: ExlService Holdings Inc. is a business process management company that provides digital operations and analytical services to clients driving enterprise-scale business transformation initiatives that leverage company's deep expertise in analytics, AI, ML and cloud. The company offers business process outsourcing and automation services, and data-driven insights to customers across multiple industries. The company operates through four segments based on the products and services offered and markets served: Insurance, Healthcare, Emerging, Analytics. The vast majority of the company's revenue is earned in the United States, and more than half of its revenue comes from Analytics segment.
Employees: 54,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]
25% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 40
3% more funds holding
Funds holding: 333 [Q1] → 343 (+10) [Q2]
7% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 123
0.47% more ownership
Funds ownership: 94.02% [Q1] → 94.48% (+0.47%) [Q2]
3% less capital invested
Capital invested by funds: $4.96B [Q1] → $4.81B (-$147M) [Q2]
10% less call options, than puts
Call options by funds: $2.95M | Put options by funds: $3.27M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Jefferies Surinder Thind 38% 1-year accuracy 5 / 13 met price target | 16%upside $42 | Buy Upgraded | 9 Sept 2024 |
JP Morgan Puneet Jain 83% 1-year accuracy 5 / 6 met price target | 13%upside $41 | Overweight Maintained | 6 Sept 2024 |
Needham Mayank Tandon 64% 1-year accuracy 70 / 110 met price target | 10%upside $40 | Buy Reiterated | 2 Aug 2024 |
Citigroup Ashwin Shirvaikar 67% 1-year accuracy 28 / 42 met price target | 5%upside $38 | Buy Maintained | 12 Jul 2024 |
Financial journalist opinion
Based on 4 articles about EXLS published over the past 30 days