Infosys Ltd ADR (INFY)vsIntuitive Surgical Inc (ISRG)
INFY
Infosys Ltd ADR
$13.17
+0.69%
TECHNOLOGY · Cap: $53.86B
ISRG
Intuitive Surgical Inc
$469.98
-0.30%
HEALTHCARE · Cap: $167.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 97% more annual revenue ($19.85B vs $10.06B). ISRG leads profitability with a 28.4% profit margin vs 16.2%. INFY appears more attractively valued with a PEG of 2.22. ISRG earns a higher WallStSmart Score of 62/100 (C+).
INFY
Hold48
out of 100
Grade: D+
ISRG
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-200.8%
Fair Value
$5.24
Current Price
$13.17
$7.93 premium
Margin of Safety
-78.8%
Fair Value
$262.88
Current Price
$469.98
$207.10 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 30.2%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
18.8% revenue growth
Areas to Watch
Expensive relative to growth rate
3.2% revenue growth
Earnings declined 5.3%
Expensive relative to growth rate
Trading at 9.4x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : ISRG
The strongest argument for ISRG centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 28.4% and operating margin at 30.2%. Revenue growth of 18.8% demonstrates continued momentum.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : ISRG
The primary concerns for ISRG are PEG Ratio, Price/Book, P/E Ratio. A P/E of 59.9x leaves little room for execution misses.
Key Dynamics to Monitor
INFY profiles as a value stock while ISRG is a growth play — different risk/reward profiles.
ISRG carries more volatility with a beta of 1.68 — expect wider price swings.
ISRG is growing revenue faster at 18.8% — sustainability is the question.
INFY generates stronger free cash flow (924M), providing more financial flexibility.
Bottom Line
ISRG scores higher overall (62/100 vs 48/100), backed by strong 28.4% margins and 18.8% 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.
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.
Intuitive Surgical Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Intuitive Surgical, Inc. is an American corporation that develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery, most notably with the da Vinci Surgical System.
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