2024-05-20 10:21:55 ET
Summary
- Genpact operates in a mature professional services industry with modest growth, making it less attractive for investment.
- The company has consistent operating margins and positive free cash flow, allowing for stock repurchases and dividend payments. On the other hand, dividend yield is below inflation.
- My intrinsic value calculation is close to the current market cap, meaning there is no upside potential.
My thesis
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Genpact: Modest Growth With Limited Upside Potential Ahead