EPAM Systems Inc (EPAM)vsInfosys Ltd ADR (INFY)
EPAM
EPAM Systems Inc
$133.26
+0.17%
TECHNOLOGY · Cap: $7.35B
INFY
Infosys Ltd ADR
$13.17
+0.69%
TECHNOLOGY · Cap: $53.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 264% more annual revenue ($19.85B vs $5.46B). INFY leads profitability with a 16.2% profit margin vs 6.9%. EPAM appears more attractively valued with a PEG of 0.82. EPAM earns a higher WallStSmart Score of 63/100 (C+).
EPAM
Buy63
out of 100
Grade: C+
INFY
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.3%
Fair Value
$149.20
Current Price
$133.26
$15.94 premium
Margin of Safety
-200.8%
Fair Value
$5.24
Current Price
$13.17
$7.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
6.9% margin — thin
Weak financial health signals
Expensive relative to growth rate
3.2% revenue growth
Earnings declined 5.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : EPAM
The strongest argument for EPAM centers on Debt/Equity, Altman Z-Score, PEG Ratio. Revenue growth of 12.8% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 18.0%.
Bear Case : EPAM
The primary concerns for EPAM are Profit Margin, Piotroski F-Score.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
EPAM carries more volatility with a beta of 1.77 — expect wider price swings.
EPAM is growing revenue faster at 12.8% — sustainability is the question.
INFY generates stronger free cash flow (924M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
EPAM scores higher overall (63/100 vs 48/100) and 12.8% revenue growth. 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.
EPAM Systems Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
EPAM Systems, Inc. provides digital platform engineering and software development services in North America, Europe, Russia, Belarus, Kazakhstan, Ukraine, Georgia, East Asia, Southeast Asia, and Australia. The company is headquartered in Newtown, Pennsylvania.
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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