ExlService Holdings (EXLS) vs. Cardtronics PLC (CATM) Critical Analysis
ExlService Holdings (NASDAQ: EXLS) and Cardtronics PLC (NASDAQ:CATM) are both small-cap business services companies, but which is the better business? We will compare the two businesses based on the strength of their risk, valuation, institutional ownership, earnings, dividends, profitability and analyst recommendations.
This is a summary of current ratings and recommmendations for ExlService Holdings and Cardtronics PLC, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
ExlService Holdings currently has a consensus target price of $59.40, suggesting a potential upside of 5.00%. Cardtronics PLC has a consensus target price of $46.50, suggesting a potential upside of 62.64%. Given Cardtronics PLC’s stronger consensus rating and higher probable upside, analysts plainly believe Cardtronics PLC is more favorable than ExlService Holdings.
Insider & Institutional Ownership
94.7% of ExlService Holdings shares are held by institutional investors. 5.8% of ExlService Holdings shares are held by company insiders. Comparatively, 1.2% of Cardtronics PLC shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Valuation and Earnings
This table compares ExlService Holdings and Cardtronics PLC’s gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|ExlService Holdings||$720.56 million||2.65||$101.10 million||$1.97||28.72|
|Cardtronics PLC||$1.38 billion||0.95||$304.90 million||$1.45||19.72|
Cardtronics PLC has higher revenue and earnings than ExlService Holdings. Cardtronics PLC is trading at a lower price-to-earnings ratio than ExlService Holdings, indicating that it is currently the more affordable of the two stocks.
This table compares ExlService Holdings and Cardtronics PLC’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Risk & Volatility
ExlService Holdings has a beta of 1.3, meaning that its share price is 30% more volatile than the S&P 500. Comparatively, Cardtronics PLC has a beta of 0.81, meaning that its share price is 19% less volatile than the S&P 500.
ExlService Holdings beats Cardtronics PLC on 9 of the 14 factors compared between the two stocks.
ExlService Holdings Company Profile
ExlService Holdings, Inc. is an operations management and analytics company. The Company segments include Insurance; Healthcare; Travel, Transportation and Logistics; Finance and Accounting (F&A); Analytics, and All Other. The Insurance operating segment serves property and casualty insurance, life insurance, disability insurance, annuity and retirement services companies. The Healthcare operating segment serves healthcare payers and providers. The Travel, Transportation and Logistics operating segment primarily serves clients in the travel, transport and logistics industries. The F&A operating segment provides finance and accounting business process management (BPM) services across an array of F&A processes. The Analytics services focus on driving business outcomes for its customers by generating data-driven insights across all parts of its customers’ businesses. The All Other segment includes banking and financial services, utilities and consulting operating segments.
Cardtronics PLC Company Profile
Cardtronics plc, formerly Cardtronics, Inc., provides automated consumer financial services through its network of automated teller machines (ATMS) and multi-function financial services kiosks. The Company’s operations consists of its North America, Europe, and Corporate & Other segments. Its ATM operations in the United States, Canada, Mexico and Puerto Rico are included in its North America segment. Its ATM operations in the United Kingdom, Ireland, Germany, Poland, Spain and i-design are included in its Europe segment. Its transaction processing operations, which service its North American and European operations, along with external customers, and the Company’s corporate general and administrative functions comprise the Corporate & Other segment. As of December 31, 2016, it provided services to approximately 203,000 ATMs throughout the United States (including the United States territory of Puerto Rico), the United Kingdom, Ireland, Germany, Poland, Spain, Canada and Mexico.
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