MetaCap

ExlService (EXLS) vs Penguin Solutions (PENG)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Penguin Solutions (PENG) has outperformed ExlService (EXLS) over the past year, gaining 215.6% versus a loss of 13.2%. Over five years, PENG leads with a +167.4% price change compared with +48.5% for EXLS. ExlService is the larger company by market cap ($5.59 billion vs $3.67 billion), about 1.5 times the size, while Penguin Solutions is growing revenue faster (+16.9% vs +13.6%).

On valuation, Penguin Solutions trades at a lower forward P/E (13.7x vs 14.2x for ExlService). ExlService converts more of its revenue into profit, with a net margin of 12.0% versus 1.9%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

EXLS-13.17%PENG+215.63%
+274%+109%-56%
Oct 8, 20251 yearOct 8, 2026
EXLS+46.41%PENG+224.80%
+270%+107%-56%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

EXLS versus PENG key metrics
MetricEXLSPENG
Share price$36.87$71.57
Market cap$5.59B$3.67B
1-day change+3.83%-1.43%
YTD return-13.12%+265.90%
1-year return-13.17%+215.63%
5-year return+48.49%+167.40%
P/E ratio (TTM)23.3427.53
Forward P/E14.2013.73
EPS (TTM)$1.58$2.60
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$2.09B$1.37B
Revenue growth (YoY)+13.56%+16.91%
Net income (latest FY)$251.02M$25.39M
Gross margin38.37%28.80%
Operating margin15.03%4.25%
Net margin12.02%1.85%
52-week high$43.88$89.86
52-week low$24.85$16.04
Distance from 52-week high-15.98%-20.35%
Analyst consensusstrong_buybuy
Avg. price target upside+21.05%+16.77%
Average volume2.22M2.86M
Shares outstanding151.61M51.24M
Employees65,000—
SectorTechnologyTechnology
IndustryInformation Technology ServicesInformation Technology Services

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • PENG has outperformed EXLS by 228.8 percentage points over the past year.
  • ExlService is more profitable, keeping 12.0 cents of every revenue dollar as net income versus 1.9 cents for Penguin Solutions.

About ExlService

EXLS stock →

ExlService Holdings, Inc., operates as a data and artificial intelligence (“AI”) company in the North America, the United Kingdom, Europe, and internationally. The company operates through Insurance; Healthcare and Life Sciences; Banking, Capital Markets, and Diversified Industries; and International Growth Markets.

Technology · Information Technology Services · 65,000 employees

About Penguin Solutions

PENG stock →

Penguin Solutions, Inc. designs, builds, deploys and manages enterprise solutions worldwide.

Technology · Information Technology Services

EXLS vs PENG FAQ

Which is bigger, ExlService or Penguin Solutions?

ExlService (EXLS) is larger, with a market capitalization of $5.59B compared with $3.67B for Penguin Solutions (PENG).

Which stock has performed better over the past year, EXLS or PENG?

PENG returned +215.63% over the past 12 months, compared with -13.17% for EXLS (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, EXLS or PENG?

EXLS has the lower trailing P/E at 23.3, versus 27.5 for PENG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Are ExlService and Penguin Solutions in the same industry?

Yes. Both are classified in the Information Technology Services industry within the Technology sector.

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