WallStSmart

Infosys Ltd ADR (INFY)vsOmnicom Group Inc (OMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Infosys Ltd ADR generates 15% more annual revenue ($19.85B vs $17.27B). INFY leads profitability with a 16.2% profit margin vs -0.3%. INFY appears more attractively valued with a PEG of 2.22. OMC earns a higher WallStSmart Score of 49/100 (D+).

INFY

Hold

48

out of 100

Grade: D+

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

OMC

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 4.5Value: 4.0Quality: 3.5
Piotroski: 1/9Altman Z: 0.76
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INFYSignificantly Overvalued (-200.8%)

Margin of Safety

-200.8%

Fair Value

$5.24

Current Price

$13.17

$7.93 premium

UndervaluedFair: $5.24Overvalued

Intrinsic value data unavailable for OMC.

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

OMC3 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
27.9%8/10

Revenue surging 27.9% year-over-year

Free Cash FlowQuality
$3.00B8/10

Generating 3.0B in free cash flow

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%

OMC4 concerns · Avg: 2.5/10
Return on EquityProfitability
0.5%3/10

ROE of 0.5% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
15.972/10

Expensive relative to growth rate

EPS GrowthGrowth
-10.3%2/10

Earnings declined 10.3%

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 : OMC

The strongest argument for OMC centers on Price/Book, Revenue Growth, Free Cash Flow. Revenue growth of 27.9% demonstrates continued momentum.

Bear Case : INFY

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

Bear Case : OMC

The primary concerns for OMC are Return on Equity, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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

OMC carries more volatility with a beta of 0.71 — expect wider price swings.

OMC is growing revenue faster at 27.9% — sustainability is the question.

OMC generates stronger free cash flow (3.0B), providing more financial flexibility.

Bottom Line

OMC scores higher overall (49/100 vs 48/100) and 27.9% revenue growth. 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.

Omnicom Group Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Omnicom Group Inc. is an American global media, marketing and corporate communications holding company, headquartered in New York City.

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