Infosys Ltd ADR (INFY)vsLeidos Holdings Inc (LDOS)
INFY
Infosys Ltd ADR
$12.48
+0.16%
TECHNOLOGY · Cap: $50.42B
LDOS
Leidos Holdings Inc
$149.23
+0.01%
TECHNOLOGY · Cap: $18.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 17% more annual revenue ($20.16B vs $17.17B). INFY leads profitability with a 16.4% profit margin vs 8.4%. INFY appears more attractively valued with a PEG of 2.14. INFY earns a higher WallStSmart Score of 58/100 (C).
INFY
Buy58
out of 100
Grade: C
LDOS
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.0%
Fair Value
$105.23
Current Price
$12.48
$92.75 discount
Margin of Safety
+2.5%
Fair Value
$177.43
Current Price
$149.23
$28.20 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Every $100 of equity generates 31 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Trading at 10.9x book value
Expensive relative to growth rate
Elevated debt levels
Revenue declined 3.6%
Comparative Analysis Report
WallStSmart ResearchBull 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%.
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.
Bear Case : LDOS
The primary concerns for LDOS are PEG Ratio, Debt/Equity, Revenue Growth.
Key Dynamics to Monitor
INFY profiles as a mature stock while LDOS is a value play — different risk/reward profiles.
LDOS carries more volatility with a beta of 0.66 — 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 57/100), backed by strong 16.4% margins. 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.
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