CLARIVATE PLC (CLVT)vsInfosys Ltd ADR (INFY)
CLVT
CLARIVATE PLC
$2.41
-3.21%
TECHNOLOGY · Cap: $1.41B
INFY
Infosys Ltd ADR
$12.40
-1.35%
TECHNOLOGY · Cap: $52.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 724% more annual revenue ($20.16B vs $2.45B). INFY leads profitability with a 16.4% profit margin vs -5.6%. CLVT appears more attractively valued with a PEG of 0.17. INFY earns a higher WallStSmart Score of 58/100 (C).
CLVT
Buy50
out of 100
Grade: C-
INFY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.6%
Fair Value
$14.58
Current Price
$2.41
$12.17 discount
Margin of Safety
+84.2%
Fair Value
$99.78
Current Price
$12.40
$87.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 34 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 20.9%
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -2.9% — below average capital efficiency
Revenue declined 1.4%
Expensive relative to growth rate
Trading at 10.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CLVT
The strongest argument for CLVT centers on PEG Ratio, Price/Book. PEG of 0.17 suggests the stock is reasonably priced for its 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 : CLVT
The primary concerns for CLVT are EPS Growth, Market Cap, Return on Equity.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Key Dynamics to Monitor
CLVT profiles as a turnaround stock while INFY is a mature play — different risk/reward profiles.
CLVT carries more volatility with a beta of 1.37 — 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 50/100), backed by strong 16.4% margins. CLVT offers better value entry with a 87.6% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CLARIVATE PLC
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Clarivate Plc, an information services and analytics company, provides analysis and structured information for the discovery, protection and commercialization of scientific research, innovations and brands. The company is headquartered in London, the United Kingdom.
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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