WallStSmart

Infosys Ltd ADR (INFY)vsInnodata Inc (INOD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Infosys Ltd ADR generates 7786% more annual revenue ($19.85B vs $251.66M). INFY leads profitability with a 16.2% profit margin vs 12.8%. INOD appears more attractively valued with a PEG of 0.87. INOD earns a higher WallStSmart Score of 57/100 (C).

INFY

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 9.0Value: 7.3Quality: 5.0

INOD

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 8.5Value: 7.3Quality: 8.0
Piotroski: 3/9Altman Z: 4.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INFYSignificantly Overvalued (-200.8%)

Margin of Safety

-200.8%

Fair Value

$5.24

Current Price

$13.17

$7.93 premium

UndervaluedFair: $5.24Overvalued
INODSignificantly Overvalued (-625.4%)

Margin of Safety

-625.4%

Fair Value

$6.26

Current Price

$43.67

$37.41 premium

UndervaluedFair: $6.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INFY3 strengths · Avg: 9.0/10
Return on EquityProfitability
32.7%10/10

Every $100 of equity generates 33 in profit

Market CapQuality
$53.86B9/10

Large-cap with strong market position

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

INOD5 strengths · Avg: 9.2/10
Return on EquityProfitability
37.8%10/10

Every $100 of equity generates 38 in profit

Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.8610/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.878/10

Growing faster than its price suggests

Revenue GrowthGrowth
22.3%8/10

Revenue surging 22.3% year-over-year

Areas to Watch

INFY3 concerns · Avg: 3.3/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

EPS GrowthGrowth
-5.3%2/10

Earnings declined 5.3%

INOD4 concerns · Avg: 3.0/10
Price/BookValuation
13.2x4/10

Trading at 13.2x book value

Market CapQuality
$1.42B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
47.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : INFY

The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.2% and operating margin at 18.0%.

Bull Case : INOD

The strongest argument for INOD centers on Return on Equity, Debt/Equity, Altman Z-Score. Revenue growth of 22.3% demonstrates continued momentum. PEG of 0.87 suggests the stock is reasonably priced for its growth.

Bear Case : INFY

The primary concerns for INFY are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : INOD

The primary concerns for INOD are Price/Book, Market Cap, Piotroski F-Score. A P/E of 47.5x leaves little room for execution misses.

Key Dynamics to Monitor

INFY profiles as a value stock while INOD is a growth play — different risk/reward profiles.

INOD carries more volatility with a beta of 2.48 — expect wider price swings.

INOD is growing revenue faster at 22.3% — sustainability is the question.

INFY generates stronger free cash flow (924M), providing more financial flexibility.

Bottom Line

INOD scores higher overall (57/100 vs 48/100) and 22.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

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.

Innodata Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

Innodata Inc. is a global data engineering company in the United States, the United Kingdom, the Netherlands, Canada, and internationally. The company is headquartered in Ridgefield Park, New Jersey.

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