Explore how Genpact is using digital innovation and process expertise to solve environmental sustainability challenges here. About Genpact CDP is a globally recognized disclosure platform that is fully aligned with ISSB's (International Sustainability Standards Board) IFRS2 climate related standard, as its foundational baseline. CDP is used by companies, investors, and other stakeholders to assess environmental impacts, climate risks, and sustainability strategies. In the latest CDP assessment cycle, Genpac ...

Core Viewpoint - Investors are evaluating Genpact (G) and Epam (EPAM) to determine which stock is more attractive for value investing [1] Valuation Metrics - Both Genpact and Epam currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions for both companies [3] - Genpact has a forward P/E ratio of 11.71, while Epam has a forward P/E of 17.39 [5] - Genpact's PEG ratio is 1.22, compared to Epam's PEG ratio of 2.13, suggesting Genpact may be undervalued relative to its growth expectations [5] - Genpact has a P/B ratio of 3.14, while Epam's P/B ratio is 3.26, further indicating Genpact's relative valuation strength [6] - Based on these valuation metrics, Genpact earns a Value grade of A, while Epam receives a Value grade of C, positioning Genpact as the superior value option [6]

Core Insights - Genpact has been recognized as a Leader in the Everest Group Banking Operations – Services PEAK Matrix® Assessment 2025, showcasing its capabilities in delivering end-to-end banking operations through AI-first digital platforms and operational excellence [1][2]. Company Overview - Genpact is an advanced technology services and solutions company that leverages process intelligence and artificial intelligence to provide measurable outcomes for businesses [5]. Banking Operations Capabilities - The company supports a wide range of banking operations, including consumer, commercial, and payments, by integrating deep domain expertise with digital platforms that enhance onboarding, lending, servicing, and transactions [3]. - Genpact's modular assets facilitate consistent decision-making and workflow orchestration across credit and mortgage journeys, reflecting its commitment to modernizing core banking operations at scale [3][4]. Differentiated Approach - The Everest Group report emphasizes Genpact's unique approach to banking operations, stating that banks require platforms and partners that deliver results at scale rather than just pilot projects [4]. - Genpact's integration of advanced technologies, such as agentic AI and digital twins, into core operations enables faster credit decisions, smoother mortgage origination, and improved financial crime controls [4]. Advanced Technologies and Models - Genpact employs AI-enabled modular platforms that enhance risk workflows, improve KYC processes, and boost operational efficiency [6]. - The company utilizes outcome-based commercial models that align pricing with measurable business milestones, including delinquency rates and customer satisfaction [6].

Core Insights - Genpact has been recognized as one of the world's most valuable IT services brands, achieving a brand value of USD 1.5 billion, reflecting a 16% increase and moving up to the 18th position in the Brand Finance IT Services 25 report for 2026 [1][2] Company Strategy - The increase in brand value is attributed to Genpact's strategic shift towards a technology-first approach, focusing on agentic AI and advanced technology solutions, supported by the GenpactNext growth model and a global rebranding initiative launched in fall 2025 [2][4] - The rebranding effort included a new tagline "On It," which emphasizes the value Genpact creates for its clients and employees [2][4] Market Position - Genpact is one of only four IT services companies to achieve double-digit brand value growth in the latest Brand Finance report, highlighting the effectiveness of its global rebrand and strategic pivot [4] - The refreshed brand identity and clearer messaging have enhanced Genpact's visibility in the market, positioning it as a trusted partner amid the growing adoption of advanced technologies by organizations [3][4] Industry Context - The 2026 Brand Finance report indicates ongoing growth in the IT services sector, underscoring the increasing significance of IT services in enterprise transformation [4]

Core Insights - The research by Genpact highlights how leading organizations are leveraging AI to transform operations and achieve growth, focusing on the journey towards becoming an autonomous enterprise where AI is integrated into core workflows [1][2] Enablers of Autonomous Enterprises - Four critical enablers have been identified that set leading organizations apart in their journey to autonomy: the orchestration of end-to-end business processes, democratization of AI fluency, establishment of data-centric foundations, and governance mechanisms for rapid and responsible AI scaling [5][8] Executive Perspectives - A significant portion of senior executives (at least 25%) believe that self-managing business processes with minimal human oversight could be realized within three years, yet only 3% are currently implementing the necessary AI orchestration platforms [2][3] Challenges in AI Adoption - Despite high confidence in AI's potential, many organizations face foundational challenges, including inadequate governance models and workforce capability gaps, with only 45% of companies providing AI training for all employees [3][4] Research Methodology - The findings are based on a global survey of 500 senior executives from organizations with over $1 billion in annual revenue across 13 business functions and 8 industries, supplemented by qualitative interviews with 10 senior executives [6]

Core Viewpoint - The article compares Genpact (G) and Epam (EPAM) to determine which stock is more attractive to value investors, highlighting the importance of various valuation metrics in this assessment [1]. Group 1: Valuation Metrics - Genpact has a forward P/E ratio of 12.12, while Epam has a forward P/E of 17.40, indicating that Genpact may be undervalued compared to Epam [5]. - Genpact's PEG ratio is 1.26, which is lower than Epam's PEG ratio of 2.13, suggesting that Genpact offers better value when considering expected earnings growth [5]. - Genpact has a P/B ratio of 3.25, slightly lower than Epam's P/B of 3.26, further supporting the argument that Genpact is a more attractive value option [6]. Group 2: Earnings Outlook - Both Genpact and Epam hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and improving earnings outlooks for both companies [3]. - Despite the positive earnings outlook for both companies, value investors will focus on traditional figures and metrics to assess undervaluation [3]. Group 3: Value Grades - Genpact has earned a Value grade of A, while Epam has a Value grade of C, reinforcing the conclusion that Genpact is the superior value option at this time [6].

Core Viewpoint - Genpact will report its fourth quarter 2025 financial results on February 5, 2026, after market close [1] Group 1: Financial Reporting - The financial results announcement will be followed by a conference call hosted by Genpact's management team at 5:00 p.m. ET [2] - Participants are encouraged to register in advance for a dial-in number and unique PIN for access to the call [2] - A live webcast of the call will be available on the Genpact Investor Relations website, with a replay and transcript posted shortly after the call [2] Group 2: Company Overview - Genpact is recognized as an agentic and advanced technology solutions company, leveraging process intelligence and artificial intelligence [3] - The company aims to deliver measurable outcomes and innovative solutions that transform business operations [3] - Genpact has a strong partner ecosystem and decades of client trust, focusing on client centricity and active learning [3]

Core Insights - The finance sector is experiencing a significant shift towards the integration of AI, moving from experimentation to proven enterprise-wide applications by 2026, with a focus on governance, data quality, and human judgment [1][2][3] Group 1: AI Integration in Finance - CFOs are expected to transition from viewing AI as a tool for efficiency to recognizing it as a strategic driver for business transformation [1][2] - AI will enable finance teams to provide real-time insights, enhance decision-making, and optimize capital allocation, moving beyond traditional automation [2][3] - The role of CFOs will evolve to become transformational architects, focusing on strategy and decision-making rather than merely financial gatekeeping [1][2] Group 2: Governance and Data Management - Strong governance and clean, trusted data will be critical for the successful implementation of AI in finance [1][3] - Organizations will need to prioritize data governance and process redesign to ensure the effective use of AI technologies [1][2] - The importance of human oversight and accountability in AI-driven processes will be emphasized to maintain quality and reliability [1][3] Group 3: Future of Finance Operations - AI is anticipated to disrupt low-value, transactional activities, allowing finance teams to concentrate on higher-value strategic work [5] - The integration of AI will facilitate real-time decision-making, enhancing forecasting and cash visibility while automating compliance processes [3][5] - CFOs will need to develop AI literacy to evaluate investments in AI platforms and guide their teams in adoption [3][5] Group 4: Market Dynamics and Competitive Edge - The market is currently saturated with overlapping AI tools, leading to a cautious approach among CFOs regarding broad AI adoption [5] - Predictive analytics and competitive benchmarking will become essential for anticipating market shifts and optimizing decisions [5] - Companies that embrace streamlined, integrated AI solutions are expected to gain a competitive advantage in the evolving financial landscape [5]

Core Viewpoint - Genpact has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system emphasizes the correlation between changes in earnings estimates and stock price movements, suggesting that revisions in earnings estimates are a powerful indicator of near-term stock performance [4][6]. - Genpact's earnings per share (EPS) for the fiscal year ending December 2025 is projected to be $3.62, with no year-over-year change, but the Zacks Consensus Estimate has increased by 2.8% over the past three months, reflecting a positive trend in earnings estimates [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 (Strong Buy) stocks historically generating an average annual return of +25% since 1988 [7]. - Genpact's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term due to favorable earnings estimate revisions [10].

Core Viewpoint - Genpact is positioned as a significant player in the professional services sector, focusing on digital transformation and business process management, competing with major firms like Accenture and IBM [1] Company Overview - Genpact provides services across various industries, including banking, insurance, and healthcare, emphasizing innovative solutions to enhance business operations [1] - The company has a market capitalization of approximately $8.28 billion, indicating its substantial presence in the industry [5][6] Stock Performance - As of the latest data, Genpact's stock is priced at $47.33, reflecting a slight decrease of 0.07% with a change of $0.035 [4][6] - The stock has shown volatility over the past year, reaching a high of $56.76 and a low of $37.49 [4] Analyst Ratings - Susquehanna has set a price target of $50 for Genpact, suggesting a potential increase of approximately 5.84% from its current trading price [2][6] - Zacks Investment Research identifies Genpact as a top growth stock for long-term investment, supported by favorable ratings in the Zacks Style Scores [3][6] Market Activity - The trading volume for Genpact on the NYSE is reported at 342,606 shares for the day, indicating active investor interest [5]