Infosys Ltd ADR (INFY)vsKyndryl Holdings Inc (KD)
INFY
Infosys Ltd ADR
$13.17
+0.69%
TECHNOLOGY · Cap: $53.86B
KD
Kyndryl Holdings Inc
$12.65
+2.35%
TECHNOLOGY · Cap: $2.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 31% more annual revenue ($19.85B vs $15.12B). INFY leads profitability with a 16.2% profit margin vs 1.7%. KD trades at a lower P/E of 11.8x. INFY earns a higher WallStSmart Score of 48/100 (D+).
INFY
Hold48
out of 100
Grade: D+
KD
Hold45
out of 100
Grade: D
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
-69.8%
Fair Value
$7.14
Current Price
$12.65
$5.51 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
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
3.2% revenue growth
Earnings declined 5.3%
3.1% revenue growth
1.7% margin — thin
Operating margin of 4.3%
Earnings declined 71.9%
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 : KD
The strongest argument for KD centers on P/E Ratio, Price/Book.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : KD
The primary concerns for KD are Revenue Growth, Profit Margin, Operating Margin. Debt-to-equity of 3.33 is elevated, increasing financial risk. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
KD carries more volatility with a beta of 2.00 — 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 INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
INFY scores higher overall (48/100 vs 45/100), backed by strong 16.2% margins. Both earn "Hold" 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.
Kyndryl Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Kyndryl Holdings Inc (KD), a leading global technology services provider spun off from IBM in 2021, specializes in managing and modernizing critical IT infrastructures for enterprises across various sectors. The company offers a comprehensive range of services, including cloud integration, data security, and digital transformation, enabling organizations to innovate and improve operational efficiencies. Through strategic partnerships with top technology firms, Kyndryl is well-positioned to deliver cutting-edge solutions that address the dynamic needs of a rapidly evolving digital landscape, solidifying its role as a vital partner for businesses seeking to enhance their technological capabilities and competitive edge.
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