EXLS

ExlService Holdings Inc

EXLS.US exlservice.com
34.62
-0.33 (-0.94%)
USD · NASDAQ
52-week range
24.85
44.32
Trading at 50% of the 52-week range
Market Cap
5.30B
P/E Ratio
22.12
Forward P/E
13.85
Book Value
5.71
Div. Yield
N/A
% Institutions
104.24%
% Insiders
2.69%

1 Year

-18.9%

3 Year

+18.1%

10 Year

+236.8%
Description

ExlService Holdings, Inc., operates as a data and artificial intelligence ("AI") company in the North America, the United Kingdom, Europe, and internationally. The company operates through Insurance; Healthcare and Life Sciences; Banking, Capital Markets, and Diversified Industries; and International Growth Markets. It provides digital operations and solutions and analytics-driven services, such as claims management, premium and benefit administration, agency management, account reconciliation, actuarial and risk analytics, policy research, digital marketing, underwriting support, new business acquisition, policy servicing, audit, surveys, billing and collection, commercial and residential survey, and customer service; digital customer acquisition services using a software-as-a-service delivery model through LifePRO and Life Digital Suite platforms; and Subrosource software platform, an end-to-end subrogation platform. The company also offers health care services for care, utilization, and disease management; payment integrity; revenue optimization, customer engagement, and commercial analytics and regulatory support services; and digital operations and solutions. In addition, it provides financial planning and analysis, accounting, regulatory and statutory reporting, decision support, data management, and compliance services; consumer and commercial banking, credit card and payment services; fintech, wealth and retirement services; capital markets, utilities, retail and consumer packaged goods, communications, media and entertainment, travel and leisure, transportation and logistics, infrastructure, and other business services; property and casualty insurance, life insurance, disability insurance; and insurance brokers, reinsurers, annuity and retirement services. The company was founded in 1999 and is headquartered in New York, New York.

Company Information

Company Name
ExlService Holdings Inc
Sector
Technology
Industry
Information Technology Services
Exchange
NASDAQ
ISIN: US3020811044
CIK: 0001297989
CUSIP: 302081104
Currency: USD
Full Time Employees: 65,000
Phone: 212 277 7100
Fiscal Year End: December
IPO Date: Oct 20, 2006
Description:

ExlService Holdings, Inc., operates as a data and artificial intelligence ("AI") company in the North America, the United Kingdom, Europe, and internationally. The company operates through Insurance; Healthcare and Life Sciences; Banking, Capital Markets, and Diversified Industries; and International Growth Markets. It provides digital operations and solutions and analytics-driven services, such as claims management, premium and benefit administration, agency management, account reconciliation, actuarial and risk analytics, policy research, digital marketing, underwriting support, new business acquisition, policy servicing, audit, surveys, billing and collection, commercial and residential survey, and customer service; digital customer acquisition services using a software-as-a-service delivery model through LifePRO and Life Digital Suite platforms; and Subrosource software platform, an end-to-end subrogation platform. The company also offers health care services for care, utilization, and disease management; payment integrity; revenue optimization, customer engagement, and commercial analytics and regulatory support services; and digital operations and solutions. In addition, it provides financial planning and analysis, accounting, regulatory and statutory reporting, decision support, data management, and compliance services; consumer and commercial banking, credit card and payment services; fintech, wealth and retirement services; capital markets, utilities, retail and consumer packaged goods, communications, media and entertainment, travel and leisure, transportation and logistics, infrastructure, and other business services; property and casualty insurance, life insurance, disability insurance; and insurance brokers, reinsurers, annuity and retirement services. The company was founded in 1999 and is headquartered in New York, New York.

Address:

320 Park Avenue, New York, NY, United States, 10022

People

Directors & Officers

Name Title Year Born
Mr. Rohit Kapoor Co-Founder, Chairman & CEO 1965
Mr. Vikas Bhalla President and Head of AI Services & Operations 1972
Mr. Vivek Jetley President and Head of Insurance, Healthcare & Life Sciences 1975
Mr. Maurizio Nicolelli CPA Executive VP & CFO 1968
Mr. Narasimha Kini Executive Vice President of Banking & Capital Markets and Diversified Industries 1969
Ms. Bhavna Newle Chopra Senior Vice President in Operations Management NA
Mr. Baljinder Singh Executive VP, Global Chief Information Officer & Head of Enterprise Digital Transformation 1973
Mr. Andrew Thut Head of Investor Relations & Capital Markets NA
Mr. Ajay Ayyappan J.D. Executive VP, General Counsel & Corporate Secretary 1978
Mr. Joel Katz Senior VP and Chief Compliance & Ethics Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 23, 2026 Ajay Ayyappan N/A Sale 1.20K $29.79 $35.66K
Feb 18, 2026 Ajay Ayyappan N/A Sale 2.28K $30.32 $68.98K
Jan 27, 2026 Ajay Ayyappan N/A Sale 8.11K $42.53 $345.09K
Dec 02, 2025 Vikas Bhalla N/A Sale 11.77K $39.99 $470.84K
Sep 10, 2025 Vikas Bhalla N/A Sale 8.00K $43.76 $350.08K
May 08, 2025 Vikas Bhalla N/A Sale 25.00K $46.11 $1.15M
May 02, 2025 Jaynie M. Studenmund N/A Sale 14.58K $47.53 $692.99K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 19.12M Mar 31, 2026 12.61% $0.01 -1.33%
FMR Inc 13.41M Mar 31, 2026 8.84% $0.02 -6.46%
AQR Capital Management LLC 9.88M Mar 31, 2026 6.51% $0.14 139.80%
Vanguard Capital Management, LLC 6.74M Mar 31, 2026 4.44% $0.01 0.00%
Vanguard Portfolio Management, LLC 6.50M Mar 31, 2026 4.29% $0.01 0.00%
State Street Corp 4.79M Mar 31, 2026 3.16% $0.01 1.39%
Geode Capital Management, LLC 4.22M Mar 31, 2026 2.78% $0.01 4.26%
JPMorgan Chase & Co 3.83M Mar 31, 2026 2.53% $0.01 -35.41%
Two Sigma Investments LLC 3.71M Mar 31, 2026 2.45% $0.09 142.66%
Geneva Capital Management 3.44M Jun 30, 2026 2.27% $2.04 -19.25%
D. E. Shaw & Co LP 3.26M Jun 30, 2026 2.15% $0.04 -5.44%
Dimensional Fund Advisors, Inc. 2.91M Jun 30, 2026 1.92% $0.01 2.15%
NORGES BANK 2.84M Jun 30, 2026 1.87% $0.01 526.92%
Mackenzie Investments 2.53M Mar 31, 2026 1.67% $0.09 6.37%
Morgan Stanley - Brokerage Accounts 2.50M Mar 31, 2026 1.65% $0.00 59.10%
Fuller & Thaler Asset Management Inc 2.16M Mar 31, 2026 1.42% $0.22 -50.08%
Millennium Management LLC 2.04M Jun 30, 2026 1.35% $0.02 -7.08%
Charles Schwab Investment Management Inc 1.98M Mar 31, 2026 1.31% $0.01 11.30%
Delaware Management Holdings Inc 1.89M Mar 31, 2026 1.25% $0.10 -19.74%
Fenimore Asset Management Inc 1.72M Jun 30, 2026 1.13% $0.92 -37.74%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Mid-Cap ETF 5.35M 3.53% ▲ 0.04% Aug 31, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 4.63M 3.05% ▲ 0.39% Jul 31, 2026
3 Vanguard Small Cap Index 3.34M 2.20% ▲ 0.09% Jul 31, 2026
4 Strategic Advisers Fidelity US TtlStk 2.88M 1.90% ▼ 0.11% Jul 31, 2026
5 Fidelity Series Value Discovery 2.37M 1.56% ▲ 0.00% Jul 31, 2026
6 FullerThaler Behavioral Small-Cap Equity 2.14M 1.41% ▲ 4.25% Jun 30, 2026
7 FullerThaler Behavioral Sm-Cp Eq R6 2.14M 1.41% ▲ 4.25% Jun 30, 2026
8 FullerThaler Beh Small-Cap Equity SMA 2.14M 1.41% ▲ 4.25% Jun 30, 2026
9 Vanguard MStar Small Cap Growth Indx Inv 1.91M 1.26% ▲ 0.27% Jul 31, 2026
10 Fidelity Value 1.86M 1.23% ▲ 113.42% Jul 31, 2026

Financial Highlights

Market Cap: $5.30B
EBITDA: $379.14M
P/E Ratio: $22.12
PEG Ratio: $0.92
Book Value: $5.71
Earnings/Share: $1.58
Profit Margin: 11.17%
Operating Margin: 14.61%
ROA (TTM): 12.01%
ROE (TTM): 25.94%
Revenue (TTM): $2.24B
Revenue/Share (TTM): $14.27
Earnings Growth (YOY): 5.00%
Revenue Growth (YOY): 15.60%

Valuation Metrics

Enterprise Value: $5.59B
Trailing P/E: 22.12
Forward P/E: 13.85

Shares Statistics

Shares Outstanding: 151.61M
Shares Float: 146.38M
% Insiders: 2.69%
% Institutions: 104.24%
Short % Float: 8.08%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$2.09B
Cost of Goods Sold
adjust
$-1.29B
Gross Profit
subtotal
$801.08M
SG&A
adjust
$-255.31M
Other Operating Expense
adjust
$-232.02M
Operating Income
subtotal
$313.75M
Other / Non-Operating Items
adjust
$-62.73M
Net Income
subtotal
$251.02M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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