Fresenius Medical Care Corporation (FMS)vsInfosys Ltd ADR (INFY)
FMS
Fresenius Medical Care Corporation
$22.26
+1.04%
HEALTHCARE · Cap: $12.47B
INFY
Infosys Ltd ADR
$13.17
+0.69%
TECHNOLOGY · Cap: $53.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 1% more annual revenue ($19.85B vs $19.63B). INFY leads profitability with a 16.2% profit margin vs 5.0%. FMS appears more attractively valued with a PEG of 0.73. FMS earns a higher WallStSmart Score of 62/100 (C+).
FMS
Buy62
out of 100
Grade: C+
INFY
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.4%
Fair Value
$90.32
Current Price
$22.26
$68.06 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
4.2% earnings growth
Grey zone — moderate risk
ROE of 7.9% — below average capital efficiency
5.0% margin — thin
Expensive relative to growth rate
3.2% revenue growth
Earnings declined 5.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : FMS
The strongest argument for FMS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.73 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 : FMS
The primary concerns for FMS are EPS Growth, Altman Z-Score, Return on Equity. Thin 5.0% margins leave little buffer for downturns.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
FMS carries more volatility with a beta of 0.94 — expect wider price swings.
INFY is growing revenue faster at 3.2% — sustainability is the question.
INFY generates stronger free cash flow (924M), providing more financial flexibility.
Monitor MEDICAL CARE FACILITIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FMS scores higher overall (62/100 vs 48/100). 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.
Fresenius Medical Care Corporation
HEALTHCARE · MEDICAL CARE FACILITIES · USA
Fresenius Medical Care AG & Co. KGaA provides dialysis care and related dialysis care services in Germany, North America and internationally. The company is headquartered in Bad Homburg, Germany.
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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