ExlService Holdings Inc (EXLS)vsInfosys Ltd ADR (INFY)
EXLS
ExlService Holdings Inc
$29.38
+0.87%
TECHNOLOGY · Cap: $4.41B
INFY
Infosys Ltd ADR
$12.40
-1.35%
TECHNOLOGY · Cap: $52.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 835% more annual revenue ($20.16B vs $2.16B). INFY leads profitability with a 16.4% profit margin vs 11.7%. EXLS appears more attractively valued with a PEG of 0.92. EXLS earns a higher WallStSmart Score of 65/100 (C+).
EXLS
Buy65
out of 100
Grade: C+
INFY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.9%
Fair Value
$95.75
Current Price
$29.38
$66.37 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
Every $100 of equity generates 32 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
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
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 10.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : EXLS
The strongest argument for EXLS centers on Return on Equity, Altman Z-Score, Debt/Equity. Revenue growth of 13.8% demonstrates continued momentum. PEG of 0.92 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 : EXLS
The primary concerns for EXLS are Free Cash Flow.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Key Dynamics to Monitor
EXLS profiles as a value stock while INFY is a mature play — different risk/reward profiles.
EXLS carries more volatility with a beta of 0.82 — expect wider price swings.
EXLS is growing revenue faster at 13.8% — sustainability is the question.
INFY generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
EXLS scores higher overall (65/100 vs 58/100) and 13.8% revenue growth. INFY offers better value entry with a 84.2% 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.
ExlService Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
ExlService Holdings, Inc. provides operations management and analysis services in the United States, the United Kingdom, and internationally. The company is headquartered in New York, New York.
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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