Infosys Ltd ADR (INFY)vsPalo Alto Networks Inc (PANW)
INFY
Infosys Ltd ADR
$12.83
+2.07%
TECHNOLOGY · Cap: $50.87B
PANW
Palo Alto Networks Inc
$207.88
+5.78%
TECHNOLOGY · Cap: $159.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Infosys Ltd ADR generates 104% more annual revenue ($20.16B vs $9.89B). INFY leads profitability with a 16.4% profit margin vs 13.0%. INFY appears more attractively valued with a PEG of 2.20. INFY earns a higher WallStSmart Score of 58/100 (C).
INFY
Buy58
out of 100
Grade: C
PANW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.0%
Fair Value
$104.73
Current Price
$12.83
$91.90 discount
Margin of Safety
+56.7%
Fair Value
$454.04
Current Price
$207.88
$246.16 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%
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 10.6x book value
Trading at 15.6x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 109.2x leaves little room for execution misses.
Key Dynamics to Monitor
INFY profiles as a mature stock while PANW is a value play — different risk/reward profiles.
PANW carries more volatility with a beta of 0.77 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
INFY generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
INFY scores higher overall (58/100 vs 56/100), backed by strong 16.4% margins. PANW offers better value entry with a 56.7% 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.
Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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