$80.52
-44.0% vs S&P 12m
Business overview
Largest BPO firm; consensus AI disruption short — agentic call handling could substitute meaningful headcount.
Most exposed BPO name; market has aggressively repriced shares on AI fears.
Products
- Outsourced customer service
- Content moderation
Customers (1)
- Enterprises globally
Competitors (2)
- Concentrix
- Genpact
Composite score
Higher = stronger overall research case
Fundamental49
Technical51
Valuation94
AI relevance30
Risk-adjusted (higher = safer)25
Segment-relative fundamental percentile: 38
Synthetic 1Y price action
Deterministic price series; 50d (yellow) and 200d (orange) MAs shown
3M RS: 36.2%6M RS: 20.8%12M RS: -44.0%Vol30d: 50%DD52w: -21.5%
Financial summary
Curated, illustrative
Revenue
$11.03B
Growth (YoY)
-2.1%
Gross margin
31.0%
Operating margin
12.3%
FCF
$1.14B
Capex
$607.97M
Net cash / (debt)
$-4.29B
ROIC
6.2%
Customer conc.
Medium
Valuation
Market cap
$4.68B
Enterprise value
$8.97B
P/E (TTM)
8.9x
Forward P/E
5.3x
EV / Sales
0.8x
EV / EBITDA
5.2x
P / FCF
4.1x
PEG
1.4x
Rule of 40
—
Risks
Severity 1 (low) to 5 (severe)
- 5Voice agent automation
- 5Customer churn to AI-native vendors
Score components
What drove the composite
Growth32
Profitability48
Cash generation48
Balance sheet64
Moat / AI relevance35
Capital intensity (higher = lighter)72
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)65
Momentum (3/6/12m)64
Relative strength23
Realized vol (higher = lower vol)42
Segment peers
Other companies in Disrupted