Core Insights - Zacks Premium provides tools for investors to enhance their stock market strategies and confidence, including daily updates on Zacks Rank and Industry Rank, Equity Research reports, and Premium stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score evaluates stocks based on projected and historical earnings, sales, and cash flow to identify those with sustainable growth potential [4] Momentum Score - The Momentum Style Score assesses stocks based on price trends and earnings outlook changes, indicating optimal times to invest in high-momentum stocks [5] VGM Score - The VGM Score combines Value, Growth, and Momentum Scores, providing a comprehensive indicator for stock selection [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks achieving an average annual return of +23.81% since 1988, significantly outperforming the S&P 500 [7][8] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to refine their choices [8] Stock to Watch: Genpact - Genpact, based in Hamilton, Bermuda, specializes in managing business processes globally, leveraging process expertise and technology [11] - Genpact holds a Zacks Rank of 2 (Buy) and a VGM Score of A, indicating strong potential [11] - The company is projected to achieve year-over-year earnings growth of 7.9% for the current fiscal year, with upward revisions in earnings estimates from analysts [12] - The Zacks Consensus Estimate for Genpact's earnings has increased by $0.05 to $3.54 per share, with an average earnings surprise of +5.2% [12]

Core Insights - Genpact has partnered with Wesco to modernize its accounts payable operations, enhancing accuracy and efficiency through the Genpact AP Suite [1][2] - The implementation of agentic AI and process expertise has allowed Wesco to automate 40% of its annual invoices, significantly improving operational efficiency [3][4] - Wesco's transformation illustrates the evolving role of accounts payable as a critical function in enterprise AI, moving beyond traditional back-office operations [4] Company Overview - Wesco, headquartered in Pittsburgh, generated approximately $22 billion in annual sales in 2024 and operates over 700 sites across nearly 50 countries [4] - The company serves a diverse range of sectors, including commercial, industrial, education, government, technology, telecommunications, and utilities [4] Technology and Innovation - The Genpact AP Suite integrates specialized AI agents for various functions such as data extraction and exception handling, leading to reduced manual workloads and improved accuracy [3] - The solution provides real-time visibility into process health through advanced dashboards, supporting Wesco's goal of continuous innovation [3][4] Strategic Impact - The partnership with Genpact has enabled Wesco to standardize and automate its accounts payable workflows, strengthening supplier and customer relationships while lowering costs [2][3] - The shift towards a unified platform for accounts payable is seen as a foundational step for real-time visibility and agility across the finance enterprise [4]

Core Insights - Genpact has launched the Genpact Insurance Policy Suite aimed at transforming the insurance buying process for commercial and specialty business insurance [1][3] - The suite is part of Genpact's Service-as-Agentic-Solutions™ portfolio and utilizes AI-powered workflows to streamline administrative tasks and enhance data-driven insights [3][5] Product Features - The Genpact Insurance Policy Suite includes four modules with specialized AI agents that classify, extract, and summarize data, facilitating touchless processing and anomaly detection [5] - It is designed to improve underwriting efficiency, enabling underwriters to focus on faster quotes and better broker relationships [4][6] Expected Benefits - Organizations adopting the suite can achieve up to 90% touchless submission clearance and reduce costs by up to 50% [6] - The solution is projected to decrease manual cycle times by 75%, resulting in quicker speed-to-market [6] Strategic Partnerships - The suite leverages Microsoft's Azure AI Foundry Models and Azure Analytics Services, enhancing its capabilities in the insurance sector [3][7] - Genpact's collaboration with Microsoft aims to accelerate cycle times and improve overall business performance for insurance carriers [8]

Core Insights - Genpact has launched the Genpact Insurance Policy Suite aimed at commercial and specialty business insurance, designed to reduce cycle time by up to 75% and enhance operational efficiency through AI-powered workflows [1][8] - The suite is built with underwriters in mind, focusing on improving quote delivery speed, broker relationships, and submission-to-bind ratios [2] - The solution utilizes Microsoft Azure AI Foundry Models and Azure Analytics Services to streamline underwriting support tasks and improve transparency and insights for carriers and underwriters [3][4] Product Features - The Genpact Insurance Policy Suite consists of four modules that employ specialized AI agents to classify, extract, and summarize data, facilitating touchless processing and anomaly detection [4] - Organizations adopting the suite can expect up to 90% touchless submission clearance and up to 50% lower costs, leading to improved working capital [8] Strategic Positioning - Genpact is expanding its portfolio of outcome-based agentic AI solutions, with over 1,000 domain-specific AI models and a commitment to scaling agentic AI for enterprises [5] - The collaboration with Microsoft enhances Genpact's capabilities in the insurance sector, positioning the company as a key partner for businesses looking to leverage advanced technology solutions [4][5]

Core Viewpoint - Genpact (G) is currently viewed as a better value opportunity compared to ServiceNow (NOW) based on various financial metrics and analyst outlooks [1]. Group 1: Zacks Rank and Analyst Outlook - Genpact has a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while ServiceNow has a Zacks Rank of 3 (Hold) [3]. - The earnings estimate revision activity for Genpact has been more impressive, suggesting a more favorable analyst outlook [3]. Group 2: Valuation Metrics - Genpact has a forward P/E ratio of 11.62, significantly lower than ServiceNow's forward P/E of 57.17 [5]. - The PEG ratio for Genpact is 1.26, while ServiceNow's PEG ratio is 2.40, indicating that Genpact is expected to grow earnings at a more favorable rate relative to its price [5]. - Genpact's P/B ratio is 2.78, compared to ServiceNow's P/B of 18.29, further highlighting Genpact's relative undervaluation [6]. - Based on these valuation metrics, Genpact earns a Value grade of A, while ServiceNow receives a Value grade of F [6].

Core Insights - Genpact is transitioning from a legacy BPO player to a digital-first transformation partner, driven by its Advanced Technology Solutions (ATS) [1] Group 1 - The company is experiencing a significant change in its business profile, indicating a strategic shift towards digital transformation [1] - Advanced Technology Solutions (ATS) is identified as the main driver of this transformation, suggesting a focus on integrating advanced technologies into their service offerings [1]

Core Insights - Genpact is transitioning from a legacy BPO player to a digital-first transformation partner, driven by its Advanced Technology Solutions (ATS) [1] Group 1 - The company is experiencing a significant change in its business profile, indicating a strategic shift towards digital transformation [1] - Advanced Technology Solutions (ATS) is identified as the main driver of this transformation, suggesting a focus on integrating advanced technologies into their service offerings [1]

Group 1 - Genpact Limited (NYSE: G) has experienced a 6% decline in stock price since May, despite improvements in its business operations [1] - The company is making progress in transitioning towards high-value, non-headcount-driven services [1] Group 2 - The analyst emphasizes a focus on technology, infrastructure, and internet services, particularly companies with strong fundamentals and growth potential [1]

Core Insights - Genpact has been recognized as a Leader and Star Performer in Everest Group's 2025 Supply Chain Management (SCM) PEAK Matrix Assessments, highlighting its leadership in supply chain management services [1][7] - The company secured the top position in the inaugural SCM Planning BPS PEAK Matrix® 2025 assessment, noted for its end-to-end planning expertise and technology partnerships [2][7] Group 1: Recognition and Achievements - Genpact's recognition underscores its ability to drive measurable outcomes in supply chain transformation through its planning-as-a-service model [3] - The company combines consult-to-operate models with deep planning expertise, enhancing clients' planning maturity and time to value [4][8] - Everest Group evaluated 16 providers for SCM BPS and 12 for SCM Planning BPS, with Genpact being recognized for its strong market impact and capability advancements [4] Group 2: Service Offerings and Capabilities - Genpact offers end-to-end services in planning, orchestration, control tower, and resilience, supported by modular tools and AI innovation [8] - The company has an extensive delivery network with new hubs in Japan and Costa Rica, providing flexible as-a-service models for various clients [8] - Ongoing talent development is emphasized through training platforms and academic partnerships to build a future-ready workforce [8] Group 3: Sustainability Initiatives - Genpact integrates carbon-tracking and reduction capabilities through ESG-focused partnerships, promoting greener supply chains [8]

Core Insights - Genpact has been recognized for the fourth consecutive year in Forbes' list of the World's Best Management Consulting Firms 2025, highlighting its leadership in delivering lasting value for leading enterprises globally [1] Company Overview - Genpact is identified as an agentic and advanced technology solutions company, known for its deep industry knowledge, process intelligence, and last-mile expertise [1]