WallStSmart

Infosys Ltd ADR (INFY)vs9F Inc (JFU)

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Smart Verdict

WallStSmart Research — data-driven comparison

Infosys Ltd ADR generates 6115% more annual revenue ($19.85B vs $319.32M). JFU leads profitability with a 80.2% profit margin vs 16.2%. JFU trades at a lower P/E of 1.3x. JFU earns a higher WallStSmart Score of 62/100 (C+).

INFY

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 9.0Value: 7.3Quality: 5.0

JFU

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 6.5Value: 8.3Quality: 5.0
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INFYSignificantly Overvalued (-200.8%)

Margin of Safety

-200.8%

Fair Value

$5.24

Current Price

$13.08

$7.84 premium

UndervaluedFair: $5.24Overvalued
JFUUndervalued (+97.0%)

Margin of Safety

+97.0%

Fair Value

$148.36

Current Price

$3.16

$145.20 discount

UndervaluedFair: $148.36Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INFY3 strengths · Avg: 9.0/10
Return on EquityProfitability
32.7%10/10

Every $100 of equity generates 33 in profit

Market CapQuality
$53.86B9/10

Large-cap with strong market position

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

JFU3 strengths · Avg: 10.0/10
P/E RatioValuation
1.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
80.2%10/10

Keeps 80 of every $100 in revenue as profit

Areas to Watch

INFY3 concerns · Avg: 3.3/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

EPS GrowthGrowth
-5.3%2/10

Earnings declined 5.3%

JFU2 concerns · Avg: 3.0/10
Market CapQuality
$49.45M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.9%3/10

ROE of 6.9% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : JFU

The strongest argument for JFU centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 80.2% and operating margin at 18.5%.

Bear Case : INFY

The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : JFU

The primary concerns for JFU are Market Cap, Return on Equity.

Key Dynamics to Monitor

INFY profiles as a value stock while JFU is a mature play — different risk/reward profiles.

JFU carries more volatility with a beta of 1.26 — expect wider price swings.

JFU is growing revenue faster at 6.5% — sustainability is the question.

INFY generates stronger free cash flow (924M), providing more financial flexibility.

Bottom Line

JFU scores higher overall (62/100 vs 48/100), backed by strong 80.2% margins. 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.

9F Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · China

9F Inc. operates a digital financial account platform that integrates and personalizes financial services in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.

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