WallStSmart

Alithya Group Inc (ALYAF)vsInfosys Ltd ADR (INFY)

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Smart Verdict

WallStSmart Research — data-driven comparison

Infosys Ltd ADR generates 4023% more annual revenue ($20.16B vs $488.94M). INFY leads profitability with a 16.4% profit margin vs -4.5%. ALYAF appears more attractively valued with a PEG of 1.50. INFY earns a higher WallStSmart Score of 58/100 (C).

ALYAF

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 3.5Value: 7.0Quality: 4.5
Piotroski: 3/9Altman Z: 1.24

INFY

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 9.0Value: 7.3Quality: 8.0
Piotroski: 4/9Altman Z: 4.57
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALYAFUndervalued (+32.1%)

Margin of Safety

+32.1%

Fair Value

$1.87

Current Price

$0.87

$1.00 discount

UndervaluedFair: $1.87Overvalued
INFYUndervalued (+84.2%)

Margin of Safety

+84.2%

Fair Value

$99.78

Current Price

$12.40

$87.38 discount

UndervaluedFair: $99.78Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALYAF2 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
242.7%10/10

Earnings expanding 242.7% YoY

INFY6 strengths · Avg: 9.2/10
Return on EquityProfitability
33.9%10/10

Every $100 of equity generates 34 in profit

Debt/EquityHealth
0.1010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.5710/10

Safe zone — low bankruptcy risk

Market CapQuality
$52.96B9/10

Large-cap with strong market position

P/E RatioValuation
16.4x8/10

Attractively priced relative to earnings

Operating MarginProfitability
20.9%8/10

Strong operational efficiency at 20.9%

Areas to Watch

ALYAF4 concerns · Avg: 2.8/10
Market CapQuality
$99.45M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
2.8%3/10

Operating margin of 2.8%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-14.2%2/10

ROE of -14.2% — below average capital efficiency

INFY2 concerns · Avg: 4.0/10
PEG RatioValuation
2.384/10

Expensive relative to growth rate

Price/BookValuation
10.2x4/10

Trading at 10.2x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : ALYAF

The strongest argument for ALYAF centers on Price/Book, EPS Growth.

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 20.9%.

Bear Case : ALYAF

The primary concerns for ALYAF are Market Cap, Operating Margin, Piotroski F-Score.

Bear Case : INFY

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

Key Dynamics to Monitor

ALYAF profiles as a turnaround stock while INFY is a mature play — different risk/reward profiles.

INFY carries more volatility with a beta of 0.13 — expect wider price swings.

INFY is growing revenue faster at 6.6% — sustainability is the question.

INFY generates stronger free cash flow (833M), providing more financial flexibility.

Bottom Line

INFY scores higher overall (58/100 vs 49/100), backed by strong 16.4% margins. ALYAF offers better value entry with a 32.1% margin of safety. 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.

Alithya Group Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

Alithya Group Inc. provides strategy and digital technology services in Canada, the United States, and Europe. The company is headquartered in Montreal, Canada.

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.

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