Added to YB: 2026-08-03
Pitch date: 2026-07-30
EXLS [neutral]
ExlService Holdings, Inc.
+0.62%
current return
Author Info
Sector Stories is an ex-JPM buyside, analysing stocks mostly through a broader sector lens, and using substack to sharpen, share and track investment ideas. Sign up for the newsletter.
Company Info
ExlService Holdings, Inc., operates as a data and artificial intelligence (“AI”) company in the North America, the United Kingdom, Europe, and internationally.
Market Cap
$5.1B
Pitch Price
$33.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.03
P/E
21.52
EV/Sales
2.39
Sector
Professional Services
Category
growth
EXLService - Q2'26 Earnings
EXLS (added to position): Q2'26 beat and raise, another double-digit earnings grower - best-in-class in outsourcing. Initiated at $28 (~15x cash earnings), down from $43 (~22x) on AI concerns. Founder-led mgmt navigates tech shifts; sees 12-15% GAAP EPS growth medium-term. Weighing scaling to medium position.
Read full article (1 min)