| | | Genpact (G):
"Have you looked at Genpact Ltd (G) and wonder how their metrics align w/ your value proposition."
Ha. Have a tracking position, see stock down, but I overlooked it, didn't track it. Looking now, their metrics align even better now than when I first bought. I will up my position tomorrow.
Never really heard of Genpact before. I may have come across it and got interested in it because I'm a long-term holder of Cognizant (CTSH), and I considered that they're both basically large Indian companies doing outsourcing, business process improvement stuff.
It's not the AI that draws me. All these big (100,00+ employees) doing work for other multinationals will be researching AI and promoting themselves as being on top of the AI thing.
G numbers on an historical basis though, just look so good (to me, anyway)
15 years of revenue growth. Earnings from $.6/sh. to $3.4/sh.
These metrics are at about 10 year lows now: p/e, p/stated bv, and p/sales.
P/e is 9.
Looks like ltd is coming down from 2020.
Div., started in 2017 has doubled.
ROE is consistently good/high.
Otoh:
Dividend yield is only about 1.9%
ROE has almost doubled this year to 31%? How can that be? Or even be sustainable?
Tipranks (9 analysts) have a hold rating and only an upside of 18% from current $31.64 stock price.
Maybe the expectations are that the business, earnings are slowing down, perhaps permanently. I just bet that if I can hold the stock 2-3 years, I'll see the G's business continue to do okay. |
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