| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 91 | 10.4x | 17.8x | Top tier | |
Growth | 46 | 6.5% | 7.1% | Around median | |
Quality | 75 | 13.9% | 4.5% | Top tier | |
Safety | 74 | 1.2x | 2.6x | Top tier | |
Capital Return | 74 | 1.94% | 2.12% | Top tier | |
Momentum | 28 | -22.2% | 2.9% | Bottom tier | |
Sentiment | 45 | 9 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Genpact Limited provides services and solutions for redesigning and operating enterprise processes, drawing on its expertise in operations, data, artificial intelligence, digital technologies, and consulting. The company generates revenue through two main categories: Advanced Technology Solutions, which includes data, artificial intelligence, digital technologies, consulting, and agentic solutions, and Core Business Services, which includes digital operations, decision support services, and technology services. The company is also gradually shifting from headcount-based pricing models to fixed-fee, consumption-based, and outcome-based models; non-headcount-based revenue represented 48% of revenue in Q1 of fiscal year 2026, while 70% of Advanced Technology Solutions business is annual recurring revenue.
In Q1 of fiscal year 2026, revenue rose 6.7% year over year to $1.296 billion, while net income reached $148 million and diluted earnings per share were $0.86. The company recorded gross profit of $471.7 million according to EDGAR data, while the reported gross margin in the earnings call was 36.4% after expanding by approximately 110 basis points year over year for the twelfth consecutive quarter. Adjusted operating income reached $224 million at a margin of 17.3%, while adjusted diluted earnings per share rose 16.7% to $0.98, outpacing revenue growth.
The divergence between the two categories was clear in Q1 of fiscal year 2026: Advanced Technology Solutions grew 24% to $345 million and came to represent 27% of total revenue, while Core Business Services grew 1.4% to $951 million. At the sector level, High Tech and Manufacturing achieved growth of 8%, Consumer Goods and Healthcare 6.1%, and Financial Services 5.4%. Revenue for the twelve months ended in 2026 reached $5.2 billion, with gross profit of $1.9 billion and net income of $569.6 million, compared with revenue of $5.1 billion and net income of $552.5 million in fiscal year 2025.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $38.33, within a range of $31 to $45, against a Neutral consensus. The average target is approximately 21% below the 52-week range high of $48.64, while the highest target also remains below that peak, reflecting a more conservative valuation than the highest levels recorded by the stock during the period. An improved valuation outlook depends on converting growth in Advanced Technology Solutions and agentic solutions into sustainable company growth, balanced against the slow growth of Core Business Services and the midpoint growth forecast for Q2 of fiscal year 2026.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
The fastest-growing driver is Advanced Technology Solutions, which grew 24% year over year to $345 million in Q1 of fiscal year 2026 and came to represent 27% of revenue. The opportunity pipeline for this category grew by more than 30% during the ninety days ended May 7, 2026, with particular strength in data, artificial intelligence, and agentic solutions. The company also signed six large deals, each valued at more than $50 million, prompting management to forecast total growth of at least 7% and Advanced Technology Solutions growth of at least 20% in fiscal year 2026.
Genpact describes the Agentic Operations model as collaboration between digital agents and human experts, in which agents execute tasks independently while experts review exceptions, train the models, and enhance their learning. The company applies this model in areas such as accounts payable, record-to-report, procurement, and insurance. In Q1 of fiscal year 2026, the contract value of agentic solutions approached twice the total for fiscal year 2025, and management said its revenue is based on intellectual property, recurs annually, and includes minimum volume commitments.
Q1 fiscal year 2026 revenue reached approximately $1.296 billion, net income was $148 million, and diluted earnings per share were $0.86. Gross margin reached 36.4% after expanding by approximately 110 basis points year over year, while adjusted operating income margin reached 17.3%. Adjusted diluted earnings per share rose 16.7% to $0.98, compared with revenue growth of 6.7%, and management expects adjusted diluted earnings per share growth of more than 10% during fiscal year 2026.
In May 2026, Genpact announced a strategic alliance with Google to develop agentic and AI-powered solutions for the office of the chief financial officer, combining its operations expertise with Google Cloud's artificial intelligence infrastructure. The company showcased an implementation with Cardinal Health that used agentic solutions to process credit notifications, aiming to increase touchless processing, accelerate cycles, and improve cash flows. In Q1 of fiscal year 2026, it also entered into a multi-year partnership with Bendigo Bank to improve productivity, risk, and controls across core operations, alongside 35% growth in partnership revenue to approximately 13% of total revenue.
Core Business Services grew only 1.4% in Q1 of fiscal year 2026 despite generating $951 million and representing approximately 73% of revenue, so the company's acceleration requires the continued expansion of the smaller Advanced Technology Solutions category. Management expects total growth of 6% at the midpoint of the Q2 fiscal year 2026 revenue range, below the 6.7% rate recorded in the previous quarter, while operations used $24 million in cash during the first quarter. The Neutral analyst consensus and wide target range between $31 and $45 add evidence of divergent expectations regarding the speed of the transition and the company's ability to sustain margin expansion.
Genpact returned a total of $102 million to shareholders in Q1 of fiscal year 2026. This included $70 million in share repurchases and $32 million in dividends, while it ended the period with $578 million in cash and cash equivalents, up $16 million year over year. In contrast, operations used $24 million in cash during the quarter, which management described as consistent with the usual first-quarter pattern.
