Applied Digital Corporation (APLD)vsInfosys Ltd ADR (INFY)
APLD
Applied Digital Corporation
$19.41
-4.81%
TECHNOLOGY · Cap: $5.46B
INFY
Infosys Ltd ADR
$12.09
-0.17%
TECHNOLOGY · Cap: $49.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 2227% more annual revenue ($20.30B vs $872.25M). INFY leads profitability with a 16.4% profit margin vs -53.0%. INFY appears more attractively valued with a PEG of 1.82. INFY earns a higher WallStSmart Score of 59/100 (C).
APLD
Hold41
out of 100
Grade: D
INFY
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.5%
Fair Value
$24.58
Current Price
$19.41
$5.17 discount
Margin of Safety
+83.5%
Fair Value
$95.42
Current Price
$12.09
$83.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 322.4% year-over-year
Every $100 of equity generates 35 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Strong operational efficiency at 21.2%
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
ROE of -11.8% — below average capital efficiency
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 10.2x book value
2.9% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : APLD
The strongest argument for APLD centers on Revenue Growth. Revenue growth of 322.4% demonstrates continued momentum.
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 21.2%.
Bear Case : APLD
The primary concerns for APLD are PEG Ratio, EPS Growth, Return on Equity. Debt-to-equity of 3.63 is elevated, increasing financial risk.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book, Revenue 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 6.00 — expect wider price swings.
APLD is growing revenue faster at 322.4% — sustainability is the question.
INFY generates stronger free cash flow (947M), providing more financial flexibility.
Bottom Line
INFY scores higher overall (59/100 vs 41/100), backed by strong 16.4% margins. APLD offers better value entry with a 27.5% 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.
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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