Applied Digital Corporation (APLD)vsInfosys Ltd ADR (INFY)
APLD
Applied Digital Corporation
$25.93
-2.88%
TECHNOLOGY · Cap: $7.25B
INFY
Infosys Ltd ADR
$13.12
+0.54%
TECHNOLOGY · Cap: $53.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 7418% more annual revenue ($19.85B vs $263.99M). INFY leads profitability with a 16.2% profit margin vs -47.3%. APLD appears more attractively valued with a PEG of 1.83. INFY earns a higher WallStSmart Score of 48/100 (D+).
APLD
Avoid34
out of 100
Grade: F
INFY
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APLD.
Margin of Safety
-200.8%
Fair Value
$5.24
Current Price
$13.12
$7.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 250.1% year-over-year
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
3.2% revenue growth
Earnings declined 5.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : APLD
The strongest argument for APLD centers on Revenue Growth. Revenue growth of 250.1% demonstrates continued momentum.
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%.
Bear Case : APLD
The primary concerns for APLD are PEG Ratio, EPS Growth, Debt/Equity. Debt-to-equity of 1.80 is elevated, increasing financial risk.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
APLD profiles as a hypergrowth stock while INFY is a value play — different risk/reward profiles.
APLD carries more volatility with a beta of 7.34 — expect wider price swings.
APLD is growing revenue faster at 250.1% — sustainability is the question.
INFY generates stronger free cash flow (924M), providing more financial flexibility.
Bottom Line
INFY scores higher overall (48/100 vs 34/100), backed by strong 16.2% margins. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Applied Digital Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Applied Blockchain, Inc. is engaged in crypto mining and co-hosting operations. The company is headquartered in Dallas, Texas.
Visit Website →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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