Análisis Argos
EXLS
EXLSOportunidad
ExlService Holdings, Inc. · Technology
US$ 30.53
precio al 2026-07-28
Valor justo Argos*
US$ 31–38
vs. su valor justo
11% por debajo
Score Argos
71/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 9.9% al año — menos de lo que viene demostrando (15.1%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 27% el último año.
Retorno sobre el capital alto (21%).
Riesgos
!Venta significativa de insiders en el último trimestre.
VALOR5/6FUTURO3/6PASADO6/6SALUD5/6DIVIDENDO5/6
El Iris de calidad
VALOR5/6FUTURO3/6PASADO6/6SALUD5/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos71de 100Oportunidad
Ingresos14%
US$ 2.1 B
Margen operativo5%
15%
Flujo de caja libre36%
US$ 0.3 B
Deuda neta
US$ 0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.7B
P/E18.6x
EV/EBITDA13.2x
FCF yield6.4%
ROIC21.4%
Margen operativo15%
Crecim. ingresos+13.6%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 8 jul
EXL Schedules Second Quarter 2026 Financial Results Conference Call
NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a global data and AI company, will release financial results for the second quarter ended June 30, 2026, on Tuesday, July 28, 2026, after the market closes. An earnings news release, investor fact sheet and presentation will be published on the company's investor relations website offering an overview of the financial results.
globenewswire.com · 8 jul
UK businesses drastically overestimate their AI progress
EXL's 2026 UK Enterprise AI Study finds that while most companies think they're ahead of the competition at AI, few actually see results at scale EXL's 2026 UK Enterprise AI Study finds that while most companies think they're ahead of the competition at AI, few actually see results at scale
seekingalpha.com · 24 jun
ExlService Holdings, Inc. (EXLS) M&A Call Transcript
ExlService Holdings, Inc. (EXLS) M&A Call Transcript
globenewswire.com · 24 jun
EXL to acquire iMerit, advancing its leadership in enterprise AI by adding foundation model expertise and technology
Positions EXL to accelerate AI innovation in the enterprise with iMerit's direct relationships with foundation model builders Deepens EXL's vertically specialized end-to-end AI capabilities with iMerit's model training, evaluation and reinforcement learning Expands EXL's total addressable market across high-growth AI tech sectors, and multiplies the impact of iMerit on a broader enterprise audience NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc.
globenewswire.com · 24 jun
EXL to acquire iMerit, advancing its leadership in enterprise AI by adding foundation model expertise and technology
NEW YORK, June 24, 2026 (GLOBE NEWSWIRE) -- ExlService Holdings, Inc. (NASDAQ: EXLS), a global data and AI company, today announced a definitive agreement to acquire iMerit, a recognized leader in AI model training, evaluation and reinforcement learning. iMerit is focused on helping its clients train large language and multimodal models to improve accuracy, precision, and effectiveness. The acquisition, valued at up to $310 million in upfront and future consideration, is expected to close in the third quarter of 2026, subject to customary closing conditions. The move strengthens EXL's ability to help enterprises achieve measurable outcomes from AI, builds partnerships with leading foundation model builders and expands EXL's reach into high-growth AI tech sectors.
zacks.com · 19 jun
Is ExlService Holdings (EXLS) a Solid Growth Stock? 3 Reasons to Think "Yes"
ExlService Holdings (EXLS) could produce exceptional returns because of its solid growth attributes.
zacks.com · 19 jun
ExlService Holdings (EXLS) Loses 11.3% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
The heavy selling pressure might have exhausted for ExlService Holdings (EXLS) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
globenewswire.com · 17 jun
Businesses overestimate real progress on AI
EXL's 2026 U.S. Enterprise AI Study finds significant gap between perceived progress on AI adoption and real-world performance improvement

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.