WallStSmart

Infosys Ltd ADR (INFY)vsInnodata Inc (INOD)

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Smart Verdict

WallStSmart Research — data-driven comparison

Infosys Ltd ADR generates 6300% more annual revenue ($20.30B vs $317.16M). INFY leads profitability with a 16.4% profit margin vs 14.7%. INOD appears more attractively valued with a PEG of 0.87. INOD earns a higher WallStSmart Score of 69/100 (B-).

INFY

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 9.0Value: 7.3Quality: 8.0
Piotroski: 4/9Altman Z: 4.57

INOD

Strong Buy

69

out of 100

Grade: B-

Growth: 10.0Profit: 8.0Value: 5.7Quality: 7.5
Piotroski: 3/9Altman Z: 4.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INFYUndervalued (+83.8%)

Margin of Safety

+83.8%

Fair Value

$97.19

Current Price

$11.07

$86.12 discount

UndervaluedFair: $97.19Overvalued

Intrinsic value data unavailable for INOD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INFY5 strengths · Avg: 9.2/10
Return on EquityProfitability
34.6%10/10

Every $100 of equity generates 35 in profit

Debt/EquityHealth
0.1010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.5710/10

Safe zone — low bankruptcy risk

P/E RatioValuation
13.5x8/10

Attractively priced relative to earnings

Operating MarginProfitability
21.2%8/10

Strong operational efficiency at 21.2%

INOD6 strengths · Avg: 9.7/10
Return on EquityProfitability
30.6%10/10

Every $100 of equity generates 31 in profit

Revenue GrowthGrowth
57.8%10/10

Revenue surging 57.8% year-over-year

EPS GrowthGrowth
105.0%10/10

Earnings expanding 105.0% YoY

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.3810/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.878/10

Growing faster than its price suggests

Areas to Watch

INFY3 concerns · Avg: 4.0/10
PEG RatioValuation
1.854/10

Expensive relative to growth rate

Price/BookValuation
9.3x4/10

Trading at 9.3x book value

Revenue GrowthGrowth
2.9%4/10

2.9% revenue growth

INOD4 concerns · Avg: 3.0/10
Price/BookValuation
11.5x4/10

Trading at 11.5x book value

Market CapQuality
$1.88B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
42.4x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : INOD

The strongest argument for INOD centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 57.8% demonstrates continued momentum. PEG of 0.87 suggests the stock is reasonably priced for its growth.

Bear Case : INFY

The primary concerns for INFY are PEG Ratio, Price/Book, Revenue Growth.

Bear Case : INOD

The primary concerns for INOD are Price/Book, Market Cap, Piotroski F-Score. A P/E of 42.4x leaves little room for execution misses.

Key Dynamics to Monitor

INFY profiles as a value stock while INOD is a growth play — different risk/reward profiles.

INOD carries more volatility with a beta of 2.88 — expect wider price swings.

INOD is growing revenue faster at 57.8% — sustainability is the question.

INFY generates stronger free cash flow (970M), providing more financial flexibility.

Bottom Line

INOD scores higher overall (69/100 vs 59/100) and 57.8% revenue growth. INFY offers better value entry with a 83.8% margin of safety. Both earn "Strong 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.

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.

Innodata Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

Innodata Inc. is a global data engineering company in the United States, the United Kingdom, the Netherlands, Canada, and internationally. The company is headquartered in Ridgefield Park, New Jersey.

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