RPA is table stakes today for any BPO and IT Services provider. Zero differentiator. Everyone just needs to do it wherever the opportunity presents itself. While I don’t know anything about HGS, capabilities in RPA is not a reason to invest. If they have an industry/talent differentiation (backed by real technology assets rather than power point pitches), then yes, certainly worth investing in. In the RPA space, as phreakv6 says, it’s the RPA providers like UiPath, BluePrism etc. who are capturing most of the value. The best RPA software vendors will likely be acquired.
Almost every IT/BPO company worth its salt will have something to say about Digital, AI/Machine Learning, Automation etc. in any conference call. Take those comments with more than a pinch of salt.