A Business at a Glance
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Genpact LTD
G
$5.7B
Mkt Cap
$32.18
+5.96%
Genpact LTD (G) has a current P/E ratio of 10.3, compared to its historical median P/E of 19.5. The stock is currently considered Cheap based on its historical valuation range.
Genpact LTD (G) has a 5-year average return on invested capital (ROIC) of 17.2%. This indicates strong capital allocation and a potential competitive advantage.
Genpact LTD (G) has a market capitalization of $5.5B. It is classified as a mid-cap stock.
Yes, Genpact LTD (G) pays a dividend with a trailing twelve-month yield of 2.20%.
Based on historical P/E analysis, Genpact LTD (G) appears cheap. The current P/E of 10.3 is 47% below its historical median of 19.5. The estimated fair value CAGR (P/E method) is 14.0%.
Genpact LTD (G) operates in the Services-Management Consulting Services industry, within the Industrials sector.
Genpact LTD (G) reported annual revenue of $5.1 billion in its most recent fiscal year, based on SEC EDGAR filings.
Genpact is an agentic and advanced technology solutions company with over 146,500 employees serving clients from more than 35 countries, generating $5.1 billion in total net revenues in 2025. The company operates through two primary segments: Advanced Technology Solutions (23.7% of 2025 revenues), which comprises Data and AI, Digital Technology, Advisory Services, and Agentic Solutions; and Core Business Services (76.3% of 2025 revenues), which includes Decision Support Services, Technology Services, and Digital Operations. Genpact's business model combines deep process intelligence and operational expertise—rooted in its founding as GE's global capability center and refined through decades of Lean Six Sigma and rigorous methodologies—with proprietary advanced technologies and AI capabilities to help enterprises transform mission-critical operations. The company earns revenue through a mix of managed services, advisory engagements, and technology solutions, leveraging its last-mile execution expertise, granular data benchmarking, and domain knowledge across industries to address clients' operational complexities and AI transformation challenges. Genpact's competitive differentiation rests on its combination of process intelligence, agentic and AI capabilities, and ability to embed advanced technology solutions into existing client operations, positioning it as a strategic partner for enterprises seeking to move from AI experimentation to agentic operations at scale.
【Agentic momentum accelerating】 Management expects Advanced Technology Solutions to grow at least 20% in 2026, driven by exceptional strength in agentic solutions, strengthening partnerships, and healthy demand for data and AI, while Core Business Services continues to grow as clients accelerate their AI-led transformation through agentic operations. The company's record backlog, pipeline, and inflows position it strongly for sustained growth, with committed revenue in line with historical ranges and large deals (defined as $50 million or greater in total contract value) continuing to close. Genpact expects to deliver gross margin expansion of 50 basis points to 36.5% and adjusted operating income margin increase of 25 basis points to 17.7%, reflecting continued self-funding of growth investments while maintaining disciplined capital allocation. The company remains committed to returning approximately 50% of operating cash flows to shareholders through share repurchases and dividends while maintaining flexibility for strategic investments in advanced technology capabilities and talent development.
| Metric | Target | Period |
|---|---|---|
| Revenue | at least 7% | FY2026 |
| Advanced Technology Solutions Revenue Growth | at least 20% | FY2026 |
| Gross Margin | 36.5% | FY2026 |
| Adjusted Operating Income Margin | 17.7% | FY2026 |
| Adjusted Diluted EPS Growth | over 10% | FY2026 |
| Q2 FY2026 Revenue | $1.324 billion to $1.336 billion | Q2 FY2026 |
| Q2 FY2026 Advanced Technology Solutions Growth | at least 20% | Q2 FY2026 |
| Q2 FY2026 Gross Margin | 36.4% | Q2 FY2026 |
| Q2 FY2026 Adjusted Operating Income Margin | 17.4% | Q2 FY2026 |
| Q2 FY2026 Adjusted Diluted EPS | $0.96 to $0.97 | Q2 FY2026 |
“we continue to expect to deliver at least 7% growth for 2026 on an as-reported basis”
Generated solely from the company's own reports listed below — not from third-party data. Hallucination risk is low. · Sources: 10-K, Q4 FY2025 Earnings Call, Q3 FY2025 Earnings Call, Q2 FY2025 Earnings Call, Q1 FY2025 Earnings Call
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 5.2B | 5.1B | 4.8B | 4.5B | 4.4B | 4.0B |
| Net Income | 570M | 552M | 514M | 631M | 353M | 369M |
| EPS | $3.32 | $3.13 | $2.85 | $3.41 | $1.88 | $1.91 |
| Free Cash Flow | 669M | 735M | 533M | 435M | 393M | 641M |
| ROIC | 18.9% | 18.8% | 17.5% | 21.9% | 13.9% | 13.6% |
| Gross Margin | 36.3% | 36.0% | 35.5% | 35.1% | 35.1% | 35.6% |
| Debt/Equity | 0.62 | 0.68 | 0.60 | 0.66 | 0.91 | 1.04 |
| Dividends/Share | $0.71 | $0.68 | $0.61 | $0.55 | $0.50 | $0.43 |
| Operating Income | 765M | 750M | 702M | 631M | 502M | 509M |
| Operating Margin | 14.8% | 14.8% | 14.7% | 14.1% | 11.5% | 12.7% |
| ROE | 23.0% | 22.4% | 22.2% | 31.0% | 19.0% | 19.8% |
| Shares Outstanding | 170M | 177M | 180M | 185M | 188M | 193M |
| Metric | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Income Statement | |||||||||||||
| Revenue | 2.3B | 2.5B | 2.6B | 2.7B | 3.0B | 3.5B | 3.7B | 4.0B | 4.4B | 4.5B | 4.8B | 5.1B | 5.2B |
| Gross Margin | 39.5% | 39.3% | 39.5% | 38.6% | 36.0% | 34.8% | 34.8% | 35.6% | 35.1% | 35.1% | 35.5% | 36.0% | 36.3% |
| R&D | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| SG&A | 586M | 608M | 653M | 689M | 694M | 795M | 790M | 866M | 938M | 913M | 967M | 1.0B | 1.1B |
| EBIT | 294M | 334M | 341M | 331M | 348M | 429M | 439M | 509M | 502M | 631M | 702M | 750M | 765M |
| Op. Margin | 12.9% | 13.6% | 13.3% | 12.1% | 11.6% | 12.2% | 11.8% | 12.7% | 11.5% | 14.1% | 14.7% | 14.8% | 14.8% |
| Net Income | 192M | 240M | 270M | 263M | 282M | 305M | 308M | 369M | 353M | 631M | 514M | 552M | 570M |
| Net Margin | 8.4% | 9.7% | 10.5% | 9.6% | 9.4% | 8.7% | 8.3% | 9.2% | 8.1% | 14.1% | 10.8% | 10.9% | 11.0% |
| Non-Recurring | 0 | 11M | 16M | 3.6M | 4.3M | 3.5M | 27M | 27M | 40M | 4.9M | 0 | 0 | 0 |
| Returns on Capital | |||||||||||||
| ROIC | 13.7% | 16.3% | 16.2% | 13.8% | 12.1% | 12.2% | 11.7% | 13.6% | 13.9% | 21.9% | 17.5% | 18.8% | 18.9% |
| ROE | 14.7% | 18.5% | 20.8% | 19.4% | 19.9% | 19.7% | 17.5% | 19.8% | 19.0% | 31.0% | 22.2% | 22.4% | 23.0% |
| ROA | 7.1% | 8.7% | 9.5% | 8.3% | 8.1% | 7.6% | 6.6% | 7.5% | 7.4% | 13.4% | 10.5% | 10.2% | 10.1% |
| Cash Flow | |||||||||||||
| Op. Cash Flow | 272M | 327M | 346M | 359M | 340M | 428M | 584M | 694M | 444M | 491M | 615M | 813M | 749M |
| Free Cash Flow | 209M | 265M | 264M | 302M | 255M | 353M | 514M | 641M | 393M | 435M | 533M | 735M | 669M |
| Owner Earnings | 164M | 220M | 239M | 228M | 187M | 215M | 350M | 445M | 237M | 298M | 453M | 628M | 100M |
| CapEx | 63M | 62M | 82M | 57M | 85M | 75M | 70M | 53M | 51M | 55M | 83M | 78M | 80M |
| Maint. CapEx | 80M | 83M | 82M | 95M | 104M | 129M | 160M | 168M | 130M | 104M | 96M | 95M | 557M |
| Growth CapEx | 0 | 0 | 190K | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D&A | 80M | 83M | 82M | 95M | 104M | 129M | 160M | 168M | 130M | 104M | 96M | 95M | 557M |
| CapEx/OCF | 23.0% | 19.0% | 23.7% | 15.9% | 25.0% | 17.5% | 12.0% | 7.7% | 11.4% | 11.3% | 13.4% | 9.6% | 10.7% |
| Capital Allocation | |||||||||||||
| Dividends Paid | 0 | 0 | 0 | 47M | 57M | 65M | 74M | 80M | 92M | 100M | 108M | 118M | 120M |
| Dividend Yield | N/A | N/A | N/A | 1.0% | 1.0% | 1.0% | 1.1% | 0.9% | 1.1% | 1.4% | 1.7% | 1.5% | 2.2% |
| Share Buybacks | 303M | 227M | 345M | 220M | 154M | 30M | 137M | 298M | 214M | 225M | 253M | 0 | 0 |
| Buyback Yield | 7.8% | 4.6% | 7.5% | 3.8% | 3.2% | 0.4% | 1.8% | 3.1% | 2.6% | 3.6% | 3.3% | 3.3% | 0.0% |
| Stock-Based Comp | 28M | 25M | 25M | 36M | 49M | 84M | 74M | 82M | 77M | 89M | 66M | 90M | 92M |
| Debt Repayment | 6.8M | 685M | 40M | 40M | 166M | 34M | 34M | 34M | 620M | 20M | 433M | 27M | 27M |
| Balance Sheet | |||||||||||||
| Net Debt | 327M | 347M | 475M | 711M | 936M | 1.3B | 1.3B | 1.1B | 1.0B | 902M | 756M | 541M | 608M |
| Cash & Equiv. | 462M | 451M | 423M | 504M | 368M | 467M | 680M | 899M | 647M | 584M | 648M | 854M | 928M |
| Long-Term Debt | 649M | 737M | 698M | 1.0B | 976M | 1.3B | 1.3B | 1.3B | 1.2B | 825M | 1.2B | 1.2B | 1.2B |
| Debt/Equity | 0.61 | 0.61 | 0.70 | 0.85 | 0.93 | 1.07 | 1.06 | 1.04 | 0.91 | 0.66 | 0.60 | 0.68 | 0.62 |
| Interest Coverage | 8.7 | 11.2 | 14.6 | 8.3 | 7.2 | 8.5 | 7.8 | 8.7 | 8.6 | 9.5 | 8.8 | 10.2 | 134.0 |
| Equity | 1.3B | 1.3B | 1.3B | 1.4B | 1.4B | 1.7B | 1.8B | 1.9B | 1.8B | 2.2B | 2.4B | 2.5B | 2.5B |
| Total Assets | 2.7B | 2.8B | 2.9B | 3.4B | 3.5B | 4.5B | 4.9B | 5.0B | 4.6B | 4.8B | 5.0B | 5.8B | 5.6B |
| Total Liabilities | 1.5B | 1.5B | 1.6B | 2.0B | 2.1B | 2.8B | 3.0B | 3.1B | 2.8B | 2.6B | 2.6B | 3.3B | 3.1B |
| Intangibles | 115M | 99M | 79M | 132M | 177M | 231M | 237M | 170M | 90M | 53M | 27M | 67M | 70M |
| Retained Earnings | 399M | 412M | 358M | 356M | 438M | 649M | 742M | 732M | 780M | 1.1B | 1.2B | 1.4B | 1.4B |
| Working Capital | 566M | 601M | 496M | 595M | 379M | 641M | 546M | 613M | 676M | 574M | 1.1B | 1.1B | 979M |
| Current Assets | 1.2B | 1.2B | 1.2B | 1.4B | 1.4B | 1.6B | 1.7B | 1.9B | 1.8B | 1.9B | 2.1B | 2.7B | 2.4B |
| Current Liabilities | 622M | 594M | 731M | 839M | 976M | 910M | 1.2B | 1.3B | 1.1B | 1.3B | 964M | 1.6B | 1.4B |
| Per Share Data | |||||||||||||
| EPS | 0.85 | 1.09 | 1.28 | 1.34 | 1.45 | 1.56 | 1.57 | 1.91 | 1.88 | 3.41 | 2.85 | 3.13 | 3.32 |
| Owner EPS | 0.73 | 1.00 | 1.13 | 1.16 | 0.96 | 1.10 | 1.78 | 2.30 | 1.26 | 1.61 | 2.51 | 3.56 | 0.59 |
| Book Value | 5.69 | 5.93 | 6.11 | 7.25 | 7.22 | 8.64 | 9.34 | 9.81 | 9.71 | 12.15 | 13.26 | 14.44 | 14.60 |
| Cash Flow/Share | 1.20 | 1.49 | 1.64 | 1.83 | 1.75 | 2.19 | 2.98 | 3.59 | 2.36 | 2.65 | 3.41 | 4.61 | 6.65 |
| Dividends/Share | N/A | N/A | 0.00 | 0.24 | 0.30 | 0.33 | 0.39 | 0.43 | 0.50 | 0.55 | 0.61 | 0.68 | 0.71 |
| Shares Out. | 225.9M | 220.0M | 210.7M | 196.4M | 194.5M | 195.4M | 196.4M | 193.4M | 188.0M | 185.1M | 180.2M | 176.5M | 169.5M |
| Valuation | |||||||||||||
| P/E Ratio | 20.3 | 20.7 | 17.0 | 21.9 | 17.0 | 25.3 | 24.9 | 26.4 | 23.4 | 9.9 | 14.9 | 15.4 | 9.7 |
| P/FCF | 18.6 | 18.7 | 17.4 | 19.1 | 18.8 | 21.8 | 14.9 | 15.2 | 21.0 | 14.3 | 14.4 | 11.5 | 8.2 |
| EV/EBIT | 12.8 | 14.5 | 13.6 | 18.0 | 15.4 | 19.1 | 18.0 | 18.9 | 16.7 | 11.0 | 11.7 | 11.8 | 7.9 |
| Price/Book | 3.0 | 3.8 | 3.6 | 4.0 | 3.4 | 4.6 | 4.2 | 5.2 | 4.5 | 2.8 | 3.2 | 3.3 | 2.2 |
| Price/Sales | 1.5 | 1.8 | 1.9 | 1.8 | 1.8 | 1.9 | 1.9 | 2.1 | 1.9 | 1.6 | 1.3 | 1.6 | 1.1 |
| FCF Yield | 5.4% | 5.4% | 5.7% | 5.2% | 5.3% | 4.6% | 6.7% | 6.6% | 4.8% | 7.0% | 7.0% | 8.7% | 12.3% |
| Market Cap | 3.9B | 5.0B | 4.6B | 5.8B | 4.8B | 7.7B | 7.7B | 9.8B | 8.3B | 6.2B | 7.6B | 8.5B | 5.5B |
| Avg. Price | 15.62 | 20.56 | 22.95 | 24.89 | 28.01 | 34.08 | 35.46 | 43.96 | 43.04 | 38.27 | 35.61 | 45.16 | 32.18 |
| Year-End Price | 17.23 | 22.51 | 21.81 | 29.34 | 24.63 | 39.42 | 39.03 | 50.52 | 43.91 | 33.67 | 42.43 | 48.05 | 32.18 |
Genpact LTD passes 6 of 9 quality checks, suggesting mixed fundamentals.
Genpact LTD trades at 10.3x trailing earnings, compared to its 15-year median P/E of 19.5x, suggesting it is currently Cheap relative to its historical range. On a free-cash-flow basis, the stock trades at 7.4x vs a median of 16.3x. The company's 5-year average ROIC is 17.2% with a gross margin of 35.5%. Total shareholder yield (dividends) is 2.2%. At current prices, the estimated annualized return to fair value is +9.6%.
Genpact LTD (G) has a net profit margin of 10.9%. This is a healthy margin.
Genpact LTD (G) generated $735 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Genpact LTD (G) has a debt-to-equity ratio of 0.68. This indicates moderate leverage.
Genpact LTD (G) reported earnings per share (EPS) of $3.13 in its most recent fiscal year.
Genpact LTD (G) has a return on equity (ROE) of 22.4%. This indicates the company generates strong returns for shareholders.
Genpact LTD (G) has a 5-year average gross margin of 35.5%. This indicates decent pricing power.
The Ledger Terminal provides 16 years of financial data for Genpact LTD (G), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Genpact LTD (G) has a book value per share of $14.44, based on its most recent annual SEC filing.
Based on recent SEC filings and earnings disclosures, Management expects Advanced Technology Solutions to grow at least 20% in 2026, driven by exceptional strength in agentic solutions, strengthening partnerships, and healthy demand for data and AI, while Core Business Services continues to grow as clients accelerate their AI-led transformation through agentic operations. The company's record backlog, pipeline, and inflows position it strongly for sustained growth, with committed revenue in line with historical ranges and large deals (defined as $50 million or greater in total contract value) continuing to close. Genpact expects to deliver gross margin expansion of 50 basis points to 36.5% and adjusted operating income margin increase of 25 basis points to 17.7%, reflecting continued self-funding of growth investments while maintaining disciplined capital allocation. The company remains committed to returning approximately 50% of operating cash flows to shareholders through share repurchases and dividends while maintaining flexibility for strategic investments in advanced technology capabilities and talent development.
Based on recent SEC filings and earnings calls, Genpact LTD (G) has provided the following forward guidance: Revenue: at least 7% (FY2026); Advanced Technology Solutions Revenue Growth: at least 20% (FY2026); Gross Margin: 36.5% (FY2026); Adjusted Operating Income Margin: 17.7% (FY2026); Adjusted Diluted EPS Growth: over 10% (FY2026), plus 5 additional metrics.
Advanced Technology Solutions Revenue Growth (FY2026): “we now expect Advanced Technology Solutions to grow at least 20%”
Gross Margin (FY2026): “we continue to expect full-year gross margin to expand by 50 basis points to 36.5%”
Adjusted Operating Income Margin (FY2026): “adjusted operating income margin expected to increase 25 basis points to 17.7%”
Adjusted Diluted EPS Growth (FY2026): “we expect adjusted diluted EPS to grow over 10%, again, faster than revenue”
Q2 FY2026 Revenue (Q2 FY2026): “We expect to deliver total revenue between $1.324 billion and $1.336 billion, or 6% growth at the midpoint”
Q2 FY2026 Advanced Technology Solutions Growth (Q2 FY2026): “We expect Advanced Technology Solutions to grow at least 20% year-over-year”
Q2 FY2026 Gross Margin (Q2 FY2026): “We expect gross margin to expand to 36.4%”