WallStSmart

Broadridge Financial Solutions Inc (BR)vsExlService Holdings Inc (EXLS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Broadridge Financial Solutions Inc generates 234% more annual revenue ($7.48B vs $2.24B). BR leads profitability with a 15.0% profit margin vs 11.2%. EXLS appears more attractively valued with a PEG of 0.97. EXLS earns a higher WallStSmart Score of 63/100 (C+).

BR

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 4.7Quality: 5.3
Piotroski: 6/9

EXLS

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 8.0Quality: 6.5
Piotroski: 5/9Altman Z: 4.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BRSignificantly Overvalued (-20.1%)

Margin of Safety

-20.1%

Fair Value

$139.57

Current Price

$167.74

$28.17 premium

UndervaluedFair: $139.57Overvalued
EXLSUndervalued (+63.8%)

Margin of Safety

+63.8%

Fair Value

$98.20

Current Price

$35.26

$62.94 discount

UndervaluedFair: $98.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BR3 strengths · Avg: 8.7/10
Return on EquityProfitability
39.6%10/10

Every $100 of equity generates 40 in profit

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

Operating MarginProfitability
24.6%8/10

Strong operational efficiency at 24.6%

EXLS4 strengths · Avg: 9.0/10
Return on EquityProfitability
32.3%10/10

Every $100 of equity generates 32 in profit

Altman Z-ScoreHealth
4.1810/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.978/10

Growing faster than its price suggests

Revenue GrowthGrowth
15.6%8/10

15.6% revenue growth

Areas to Watch

BR2 concerns · Avg: 3.5/10
PEG RatioValuation
2.014/10

Expensive relative to growth rate

Debt/EquityHealth
1.243/10

Elevated debt levels

EXLS0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : BR

The strongest argument for BR centers on Return on Equity, P/E Ratio, Operating Margin.

Bull Case : EXLS

The strongest argument for EXLS centers on Return on Equity, Altman Z-Score, PEG Ratio. Revenue growth of 15.6% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bear Case : BR

The primary concerns for BR are PEG Ratio, Debt/Equity.

Bear Case : EXLS

No major red flags identified for EXLS, but monitor valuation.

Key Dynamics to Monitor

BR profiles as a value stock while EXLS is a growth play — different risk/reward profiles.

BR carries more volatility with a beta of 0.91 — expect wider price swings.

EXLS is growing revenue faster at 15.6% — sustainability is the question.

BR generates stronger free cash flow (679M), providing more financial flexibility.

Bottom Line

EXLS scores higher overall (63/100 vs 62/100) and 15.6% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Broadridge Financial Solutions Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

Broadridge Financial Solutions is a public corporate services company founded in 2007 as a spin-off from Automatic Data Processing. The main business of Broadridge is as a service provider supplying public companies with proxy statements, annual reports and other financial documents, and shareholder communications solutions, such as virtual annual meetings.

ExlService Holdings Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

ExlService Holdings, Inc. provides operations management and analysis services in the United States, the United Kingdom, and internationally. The company is headquartered in New York, New York.

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