Concentrix Corporation (CNXC)vsInfosys Ltd ADR (INFY)
CNXC
Concentrix Corporation
$26.56
+4.53%
TECHNOLOGY · Cap: $1.49B
INFY
Infosys Ltd ADR
$11.95
-5.16%
TECHNOLOGY · Cap: $44.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 102% more annual revenue ($20.16B vs $10.00B). INFY leads profitability with a 16.4% profit margin vs -13.2%. CNXC appears more attractively valued with a PEG of 0.32. INFY earns a higher WallStSmart Score of 63/100 (C+).
CNXC
Buy60
out of 100
Grade: C+
INFY
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+62.7%
Fair Value
$93.25
Current Price
$26.56
$66.69 discount
Margin of Safety
+84.0%
Fair Value
$98.35
Current Price
$11.95
$86.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 36.1% YoY
Every $100 of equity generates 34 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Strong operational efficiency at 20.9%
Areas to Watch
1.9% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
ROE of -47.6% — below average capital efficiency
Expensive relative to growth rate
Trading at 9.9x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CNXC
The strongest argument for CNXC centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.32 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 : CNXC
The primary concerns for CNXC are Revenue Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.70 is elevated, increasing financial risk.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Key Dynamics to Monitor
CNXC profiles as a turnaround stock while INFY is a mature play — different risk/reward profiles.
CNXC carries more volatility with a beta of 0.45 — 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 (63/100 vs 60/100), backed by strong 16.4% margins. CNXC offers better value entry with a 62.7% 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.
Concentrix Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Concentrix Corporation offers global technology customer experience solutions. The company is headquartered in Fremont, California.
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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