Fresenius Medical Care Corporation (FMS)vsInfosys Ltd ADR (INFY)
FMS
Fresenius Medical Care Corporation
$22.03
+1.76%
HEALTHCARE · Cap: $11.83B
INFY
Infosys Ltd ADR
$12.83
+2.07%
TECHNOLOGY · Cap: $50.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 4% more annual revenue ($20.16B vs $19.36B). INFY leads profitability with a 16.4% profit margin vs 4.9%. FMS appears more attractively valued with a PEG of 0.70. INFY earns a higher WallStSmart Score of 58/100 (C).
FMS
Buy50
out of 100
Grade: C-
INFY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.3%
Fair Value
$101.47
Current Price
$22.03
$79.44 discount
Margin of Safety
+85.0%
Fair Value
$104.73
Current Price
$12.83
$91.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 20.9%
Areas to Watch
Grey zone — moderate risk
ROE of 7.8% — below average capital efficiency
4.9% margin — thin
Revenue declined 5.5%
Expensive relative to growth rate
Trading at 10.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FMS
The strongest argument for FMS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.4% and operating margin at 20.9%.
Bear Case : FMS
The primary concerns for FMS are Altman Z-Score, Return on Equity, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Key Dynamics to Monitor
FMS profiles as a value stock while INFY is a mature play — different risk/reward profiles.
FMS carries more volatility with a beta of 0.82 — 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. FMS offers better value entry with a 76.3% 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.
Fresenius Medical Care Corporation
HEALTHCARE · MEDICAL CARE FACILITIES · USA
Fresenius Medical Care AG & Co. KGaA provides dialysis care and related dialysis care services in Germany, North America and internationally. The company is headquartered in Bad Homburg, Germany.
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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