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G – Market expectations are for slight compression in Uniform ROA, but management is confident about margins, revenues, and their market size

October 15, 2019

  • Genpact Limited (G:USA) currently trades near corporate averages relative to Uniform Earnings, with a 20.9x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about their margins, revenues, and the size of their market
  • Specifically, management is confident that their adjusted operating income margin is up 40bps year-over-year, and they are confident that their business process outsourcing revenues increased 23% year-over-year. Furthermore, they are confident that their total addressable market has grown.

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