ExlService Holdings, Inc. (EXLS) vs Ingram Micro Holding Corporation (INGM)

ExlService Holdings, Inc. and Ingram Micro Holding Corporation are both Information Technology Services companies. ExlService Holdings, Inc. is the larger, with a market value of $6.6B against $5.6B — 1.2× the size. Ingram Micro Holding Corporation trades at the lower P/E: 12.8× against 25.7×. ExlService Holdings, Inc. grew revenue faster over the last twelve months: 15.6% against 14.8%. ExlService Holdings, Inc. has the higher net margin (11.1% vs 0.79%) and the higher return on invested capital (19.8% vs 9.13%). Across the 20 metrics below, ExlService Holdings, Inc. leads on 14 and Ingram Micro Holding Corporation on 6.

Valuation

Metric EXLS INGM Information Technology Services median
P/E 25.66 12.77 16.12
P/S 2.80 0.10 1.14
P/B 7.06 1.34 1.73
Price to free cash flow 24.15 37.98 13.77
EV/EBITDA 15.37 6.94 9.89
EV/Sales 2.87 0.15 1.34
Earnings yield 3.90% 7.83% 3.10%
Free cash flow yield 4.14% 2.63% 0.06%

Profitability

Metric EXLS INGM Information Technology Services median
Gross margin 38.38% 6.57% 30.04%
Operating margin 14.78% 1.81% 1.81%
Net margin 11.13% 0.79% 0.79%
Free cash flow margin 11.59% 0.26% 0.00%
Return on equity 27.72% 10.91% 0.00%
Return on assets 13.69% 2.19% 0.00%
Return on invested capital 19.79% 9.13% 0.00%

Growth

Metric EXLS INGM Information Technology Services median
Revenue growth (TTM) 15.55% 14.83% 4.85%
EPS growth (last fiscal year) 27.27% 17.80% 3.57%
Revenue growth, 5-year CAGR 16.85% — 6.93%
Net income growth, 5-year CAGR 22.91% — 0.00%

Health

Metric EXLS INGM Information Technology Services median
Debt to equity 0.55 0.89 0.31
Current ratio 2.16 1.31 1.69
Net debt to EBITDA (0.11) 1.24 0.55

Dividend

Metric EXLS INGM Information Technology Services median
Dividend yield — 1.31% 1.97%
Payout ratio — 0.17 0.29

Size

Metric EXLS INGM Information Technology Services median
Market cap 6.58b 5.62b 1.02b

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