ExlService Holdings Inc (EXLS)vsInfosys Ltd ADR (INFY)
EXLS
ExlService Holdings Inc
$35.26
+1.85%
TECHNOLOGY · Cap: $5.55B
INFY
Infosys Ltd ADR
$11.07
+1.47%
TECHNOLOGY · Cap: $44.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 807% more annual revenue ($20.30B vs $2.24B). INFY leads profitability with a 16.4% profit margin vs 11.2%. EXLS appears more attractively valued with a PEG of 0.97. EXLS earns a higher WallStSmart Score of 63/100 (C+).
EXLS
Buy63
out of 100
Grade: C+
INFY
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.8%
Fair Value
$98.20
Current Price
$35.26
$62.94 discount
Margin of Safety
+83.8%
Fair Value
$97.19
Current Price
$11.07
$86.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Safe zone — low bankruptcy risk
Growing faster than its price suggests
15.6% revenue growth
Every $100 of equity generates 35 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Strong operational efficiency at 21.2%
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Trading at 9.3x book value
2.9% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : EXLS
The strongest argument for EXLS centers on Return on Equity, Altman Z-Score, PEG Ratio. Revenue growth of 15.6% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.
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 21.2%.
Bear Case : EXLS
No major red flags identified for EXLS, but monitor valuation.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
EXLS profiles as a growth stock while INFY is a value play — different risk/reward profiles.
EXLS carries more volatility with a beta of 0.81 — expect wider price swings.
EXLS is growing revenue faster at 15.6% — sustainability is the question.
INFY generates stronger free cash flow (970M), providing more financial flexibility.
Bottom Line
EXLS scores higher overall (63/100 vs 59/100) and 15.6% revenue growth. INFY offers better value entry with a 83.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ExlService Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
ExlService Holdings, Inc. provides operations management and analysis services in the United States, the United Kingdom, and internationally. The company is headquartered in New York, New York.
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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