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

ExlService Holdings, Inc. and Ingram Micro Holding Corporation are both Information Technology Services companies. Ingram Micro Holding Corporation is the larger, with a market value of $6.1B against $5.4B — 1.1× the size. Ingram Micro Holding Corporation trades at the lower P/E: 14.7× against 21.9×. ExlService Holdings, Inc. grew revenue faster over the last twelve months: 13.6% against 11.5%. ExlService Holdings, Inc. has the higher net margin (11.2% vs 0.77%) and the higher return on invested capital (21.9% vs 8.53%). Across the 19 metrics below, ExlService Holdings, Inc. leads on 12 and Ingram Micro Holding Corporation on 7.

Valuation

Metric EXLS INGM Information Technology Services median
P/E 21.86 14.66 14.63
P/S 2.37 0.11 1.13
P/B 6.12 1.46 2.10
Price to free cash flow 19.25 n/m 10.11
EV/EBITDA 13.82 7.76 8.56
EV/Sales 2.59 0.16 1.20
Earnings yield 4.58% 6.82% 4.56%
Free cash flow yield 5.19% (3.71%) 4.37%

Profitability

Metric EXLS INGM Information Technology Services median
Gross margin 38.51% 6.65% 31.05%
Operating margin 14.90% 1.77% 3.30%
Net margin 11.17% 0.77% 2.09%
Free cash flow margin 12.31% (0.41%) 0.00%
Return on equity 25.94% 10.34% 4.12%
Return on assets 14.47% 2.10% 0.61%
Return on invested capital 21.91% 8.53% 0.57%

Growth

Metric EXLS INGM Information Technology Services median
Revenue growth (TTM) 13.63% 11.54% 7.12%
EPS growth (last fiscal year) 27.27% 17.80% —
Revenue growth, 5-year CAGR 16.85% — 7.71%
Net income growth, 5-year CAGR 22.91% — 0.00%

Health

Metric EXLS INGM Information Technology Services median
Debt to equity 0.44 0.89 0.45
Current ratio 1.24 1.31 1.66
Net debt to EBITDA (0.11) 1.24 0.44

Dividend

Metric EXLS INGM Information Technology Services median
Dividend yield — — 1.21%
Payout ratio 0.00 — 0.00

Size

Metric EXLS INGM Information Technology Services median
Market cap 5.37b 6.06b 1.36b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack