WallStSmart

Infosys Ltd ADR (INFY)vsJack Henry & Associates Inc (JKHY)

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Smart Verdict

WallStSmart Research — data-driven comparison

Infosys Ltd ADR generates 707% more annual revenue ($20.30B vs $2.52B). JKHY leads profitability with a 20.6% profit margin vs 16.4%. INFY appears more attractively valued with a PEG of 2.05. JKHY earns a higher WallStSmart Score of 63/100 (C+).

INFY

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 9.0Value: 7.3Quality: 8.0
Piotroski: 4/9Altman Z: 4.57

JKHY

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 8.0Value: 4.0Quality: 8.0
Piotroski: 4/9Altman Z: 4.44
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Intrinsic Value Comparison

Multi-model valuation · Graham Formula

INFYUndervalued (+84.0%)

Margin of Safety

+84.0%

Fair Value

$98.55

Current Price

$12.53

$86.02 discount

UndervaluedFair: $98.55Overvalued
JKHYSignificantly Overvalued (-43.7%)

Margin of Safety

-43.7%

Fair Value

$115.28

Current Price

$155.95

$40.67 premium

UndervaluedFair: $115.28Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

INFY6 strengths · Avg: 9.2/10
Return on EquityProfitability
34.6%10/10

Every $100 of equity generates 35 in profit

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.5710/10

Safe zone — low bankruptcy risk

Market CapQuality
$51.03B9/10

Large-cap with strong market position

P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

Operating MarginProfitability
21.2%8/10

Strong operational efficiency at 21.2%

JKHY5 strengths · Avg: 9.2/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.4410/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
24.3%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
20.6%9/10

Keeps 21 of every $100 in revenue as profit

Operating MarginProfitability
24.4%8/10

Strong operational efficiency at 24.4%

Areas to Watch

INFY3 concerns · Avg: 4.0/10
PEG RatioValuation
2.054/10

Expensive relative to growth rate

Price/BookValuation
10.5x4/10

Trading at 10.5x book value

Revenue GrowthGrowth
2.9%4/10

2.9% revenue growth

JKHY1 concerns · Avg: 4.0/10
PEG RatioValuation
2.084/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

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 21.2%.

Bull Case : JKHY

The strongest argument for JKHY centers on Debt/Equity, Altman Z-Score, Return on Equity. Profitability is solid with margins at 20.6% and operating margin at 24.4%.

Bear Case : INFY

The primary concerns for INFY are PEG Ratio, Price/Book, Revenue Growth.

Bear Case : JKHY

The primary concerns for JKHY are PEG Ratio.

Key Dynamics to Monitor

INFY profiles as a value stock while JKHY is a mature play — different risk/reward profiles.

JKHY carries more volatility with a beta of 0.57 — expect wider price swings.

JKHY is growing revenue faster at 8.7% — sustainability is the question.

INFY generates stronger free cash flow (970M), providing more financial flexibility.

Bottom Line

JKHY scores higher overall (63/100 vs 54/100), backed by strong 20.6% margins. INFY offers better value entry with a 84.0% 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.

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.

Jack Henry & Associates Inc

TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA

Jack Henry & Associates, Inc. is a technology company and payment processing service for the financial services industry.

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