Infosys Ltd ADR (INFY)vsLeidos Holdings Inc (LDOS)
INFY
Infosys Ltd ADR
$12.55
+2.87%
TECHNOLOGY · Cap: $50.83B
LDOS
Leidos Holdings Inc
$142.98
+1.39%
TECHNOLOGY · Cap: $17.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 15% more annual revenue ($20.37B vs $17.63B). INFY leads profitability with a 16.2% profit margin vs 7.8%. INFY appears more attractively valued with a PEG of 2.17. LDOS earns a higher WallStSmart Score of 58/100 (C).
INFY
Buy55
out of 100
Grade: C-
LDOS
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+83.5%
Fair Value
$95.74
Current Price
$12.55
$83.19 discount
Intrinsic value data unavailable for LDOS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 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 21.0%
Every $100 of equity generates 26 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Trading at 9.8x book value
1.4% revenue growth
0.0% earnings growth
Expensive relative to growth rate
7.8% margin — thin
Elevated debt levels
Earnings declined 6.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : INFY
The strongest argument for INFY centers on Return on Equity, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.2% and operating margin at 21.0%.
Bull Case : LDOS
The strongest argument for LDOS centers on Return on Equity, P/E Ratio.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : LDOS
The primary concerns for LDOS are PEG Ratio, Profit Margin, Debt/Equity.
Key Dynamics to Monitor
LDOS carries more volatility with a beta of 0.59 — expect wider price swings.
LDOS is growing revenue faster at 7.2% — sustainability is the question.
INFY generates stronger free cash flow (947M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LDOS scores higher overall (58/100 vs 55/100). INFY offers better value entry with a 83.5% 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.
Leidos Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Leidos, formerly known as Science Applications International Corporation (SAIC), is an American defense, aviation, information technology (Lockheed Martin IS&GS), and biomedical research company headquartered in Reston, Virginia, that provides scientific, engineering, systems integration, and technical services.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
Want to dig deeper into these stocks?