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    Genpact (G): Assessing Valuation After New Leadership Hires to Drive GenpactNext and Advanced Tech Growth

    Simply Wall St·12/16/2025 00:32:33
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    Genpact (G) just widened its leadership bench, adding three seasoned executives to drive its GenpactNext strategy and deepen its push into advanced AI led technology solutions and next generation clients.

    See our latest analysis for Genpact.

    The leadership refresh comes as Genpact’s share price hovers around $47.35, with a 90 day share price return of 14.57 percent and a 1 year total shareholder return of 10.14 percent, suggesting momentum is gradually building as investors reassess its AI driven growth story.

    If this kind of strategic repositioning interests you, it could be a convenient time to explore other tech and AI names using our high growth tech and AI stocks as a starting list of ideas.

    With revenue and earnings still growing solidly, and the stock trading at a modest discount to analyst targets but a hefty discount to some intrinsic value estimates, is Genpact quietly undervalued, or is the market already pricing in its AI future?

    Most Popular Narrative Narrative: 5.7% Undervalued

    With Genpact closing at $47.35 against a most popular narrative fair value of about $50.20, the valuation case leans toward a modest upside rooted in durable cash generation, steady growth and disciplined capital returns.

    Genpact's strong pipeline, particularly in high-growth verticals like high tech, manufacturing, and financial services, combined with increasing large-deal activity and stable operating leverage, sets the stage for above-sector-average revenue and EPS growth, aided by operating margin expansion and continued return of capital to shareholders.

    Read the complete narrative.

    Want to see the math behind that premium, yet still restrained, upside case? The narrative quietly stacks revenue growth, rising margins and shrinking share count into one tightly argued valuation story. Curious how those moving parts add up to this fair value call, and what kind of future earnings multiple it assumes?

    Result: Fair Value of $50.20 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, if legacy BPO weakness persists or macro uncertainty further delays client spending, Genpact's AI pivot might not fully deliver the expected upside.

    Find out about the key risks to this Genpact narrative.

    Build Your Own Genpact Narrative

    If you see Genpact's story differently, or want to stress test the numbers yourself, you can build a full narrative in minutes, Do it your way.

    A great starting point for your Genpact research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.

    Looking for more investment ideas?

    Before you move on, explore your next opportunities by scanning focused stock ideas that match different strategies, risk levels, and income goals.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.