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ECLERX.NS$1509.20+2.38%
Fair $1509.20+0.0%

ECLERX.NS

eClerx Services Limited

Technology / Information Technology ServicesNSE

$1509.20

+35.10 (+2.38%)

Fairly Valued+0.0%Fair Value $1509.20Fund rank 38/100 · Data gapFallback financials|
SA 68/B
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.3B · quality 84.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

68/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ECLERX.NSLocal privado en este navegador · eClerx Services Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$140.6B

P/E

20.3x

↓

EV/EBITDA

12.2x

↓

ROE

27.6%

↑

Gross Margin

36.4%

↑

Debt/Equity

0.15

↓
52-Week Range$1509
$1375$2498

TradingView lightweight chart

ECLERX.NS price, volumen y niveles de valoración

Último $1,509Periodo +1919.4%
Fair value: $1,509

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+15.8%

FCF CAGR

+23.4%

FCF margin

18.3%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $41.17B · net income $7.06B · FCF $7.54B

2023-FY → 2026-FY

Gross margin

36.4%-4.8% pts

Operating margin

21.3%-1.8% pts

Net margin

17.2%-1.3% pts

FCF margin

18.3%+3.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$41.17B$41.17B$33.66B$29.26B$26.49B
Net Income$7.06B$7.06B$5.41B$5.11B$4.89B
EBITDA$11.53B$11.53B$8.95B$8.61B$7.88B
EPS74.4274.4256.0452.1948.58
Gross Margin36.4%36.4%36.2%38.3%41.3%
Operating Margin21.3%21.3%19.8%22.2%23.1%
Net Margin17.2%17.2%16.1%17.5%18.5%
Balance Sheet
Debt/Equity0.150.150.160.120.11
Current Ratio3.403.40———
Cash Flow
Free Cash Flow$7.54B$7.54B$5.33B$4.59B$4.02B
Returns
ROE27.6%27.6%23.5%22.8%28.5%
Valuation
P/E20.2720.2723.5923.7313.80
EV/EBITDA12.1512.1514.0613.998.28
P/B5.595.595.545.403.93
Growth & Yield
Revenue Growth22.3%22.3%15.1%10.5%—
EPS Growth32.8%32.8%7.4%7.4%—
Dividend Yield0.0%0.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$133.92

Spread vs growth

11.2%

5Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$162.04

Spread vs growth

16.0%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$260.97

Spread vs growth

19.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -10.2%

Total return

-10.2%

Start / end P/E

30.0x → 20.3x

EPS bridge

56.04 → 74.42

Residual

-10.6%

EPS growth+32.8%
Multiple rerating-32.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-10.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.