Applied Digital Corporation (APLD)vsInfosys Ltd ADR (INFY)
APLD
Applied Digital Corporation
$44.15
+2.97%
TECHNOLOGY · Cap: $12.20B
INFY
Infosys Ltd ADR
$12.40
-1.35%
TECHNOLOGY · Cap: $52.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 6214% more annual revenue ($20.16B vs $319.26M). INFY leads profitability with a 16.4% profit margin vs -59.5%. APLD appears more attractively valued with a PEG of 1.83. INFY earns a higher WallStSmart Score of 58/100 (C).
APLD
Hold37
out of 100
Grade: F
INFY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APLD.
Margin of Safety
+84.2%
Fair Value
$99.78
Current Price
$12.40
$87.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 139.3% year-over-year
Every $100 of equity generates 34 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 20.9%
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Trading at 10.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : APLD
The strongest argument for APLD centers on Revenue Growth. Revenue growth of 139.3% demonstrates continued momentum.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.4% and operating margin at 20.9%.
Bear Case : APLD
The primary concerns for APLD are PEG Ratio, EPS Growth, Debt/Equity. Debt-to-equity of 1.79 is elevated, increasing financial risk.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Key Dynamics to Monitor
APLD profiles as a hypergrowth stock while INFY is a mature play — different risk/reward profiles.
APLD carries more volatility with a beta of 5.64 — expect wider price swings.
APLD is growing revenue faster at 139.3% — sustainability is the question.
INFY generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
INFY scores higher overall (58/100 vs 37/100), backed by strong 16.4% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Applied Digital Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Applied Blockchain, Inc. is engaged in crypto mining and co-hosting operations. The company is headquartered in Dallas, Texas.
Visit Website →Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
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