Concentrix Corporation (CNXC)vsInfosys Ltd ADR (INFY)
CNXC
Concentrix Corporation
$27.82
-2.63%
TECHNOLOGY · Cap: $1.60B
INFY
Infosys Ltd ADR
$12.40
-1.35%
TECHNOLOGY · Cap: $52.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 103% more annual revenue ($20.16B vs $9.95B). INFY leads profitability with a 16.4% profit margin vs -13.3%. CNXC appears more attractively valued with a PEG of 0.25. INFY earns a higher WallStSmart Score of 58/100 (C).
CNXC
Buy52
out of 100
Grade: C-
INFY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.7%
Fair Value
$95.87
Current Price
$27.82
$68.05 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
Smaller company, higher risk/reward
Elevated debt levels
ROE of -47.6% — below average capital efficiency
Earnings declined 68.4%
Expensive relative to growth rate
Trading at 10.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CNXC
The strongest argument for CNXC centers on PEG Ratio, Price/Book. PEG of 0.25 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 Market Cap, Debt/Equity, Return on 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 0.42 — 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 52/100), backed by strong 16.4% margins. CNXC offers better value entry with a 63.7% 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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