Genpact's increasing ROCE and its ability to consistently reinvest in itself is a highly sought after trait. The company's promising trends may not be fully recognized by investors yet, suggesting a potential opportunity if other metrics and valuation align.
Given Genpact's cheaper price compared to its peers and the predicted profit growth, this could be a good investment opportunity. Its potential growth may not be fully priced in yet. But, assess its strong balance sheet and financial health for a smart decision.
Genpact's performance, noted for substantial business reinvestment and high returns, has led to remarkable earnings growth. Yet, its growth rate trails the industry average, suggesting areas for enhancement. The company's future payout ratio is projected to decrease to 17% in the coming three years, with no major changes expected in its ROE.
簡伯特股票討論
2007年上市的百慕大公司，主要做業務流程管理，外包，共享服務和信息外包業務，一半市場在印度，2成在北美，當前價格34.28。
5年來營收持續增長，平均增速8.3%，營業利潤平均增速10.3%，淨利潤前4年平均增速5.7%，2023年受其它淨收入波動疊加所得稅返還影響大幅增長78.6%。毛利率近5年基本保持在35%，淨利率前4年一直低於10%，2023年達到14.1%。
目前市盈率10，市盈率TTM9.9，5年平均淨利3.9億對應市盈率15.8，考慮到長期淨利增速僅有6%左右，估值吸引力不大。
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