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Jun 27, 2022 10:42 PM - Davit Kirakosyan
Deutsche Bank analysts provided their key takeaways from Genpact Limited (NYSE:G) Analyst Day, noting that the company is well positioned to continue meeting strong demand.
The company laid out its 2026 financial goals and reiterated its full 2022-year guidance while highlighting a business characterized by recurring revenue, expanding margins, and strong cash flow generation.
Since 2018, the company has grown at approximately 10% revenue CAGR and seen around 70bps of adjusted operating margin expansion and it expects this strong growth to continue through 2026 with an organic revenue growth CAGR of over 10%, accelerating margin expansion, and more regular stock buybacks leading to adjusted EPS growing faster than revenue through the mid-term.
Beyond its midterm financial roadmap, the company also addressed concerns around a potential recession, highlighting the shift in client discussions from revenue-driven conversations to cost-driven ones as well as the non-discretionary nature of the company’s services. While the company continues to deal with the war for talent and wage inflation, the analysts believe it is well positioned to take advantage of a shift in demand towards its emerging services offerings and should continue to see solid bookings and win rates.
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...