WallStSmart

Infosys Ltd ADR (INFY)vsPACCAR Inc (PCAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PACCAR Inc generates 43% more annual revenue ($28.44B vs $19.85B). INFY leads profitability with a 16.2% profit margin vs 8.3%. PCAR appears more attractively valued with a PEG of 1.11. INFY earns a higher WallStSmart Score of 48/100 (D+).

INFY

Hold

48

out of 100

Grade: D+

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

PCAR

Hold

46

out of 100

Grade: D+

Growth: 2.0Profit: 6.0Value: 7.3Quality: 4.5
Piotroski: 1/9
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
PCARSignificantly Overvalued (-321.2%)

Margin of Safety

-321.2%

Fair Value

$30.74

Current Price

$116.34

$85.60 premium

UndervaluedFair: $30.74Overvalued

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

PCAR1 strengths · Avg: 9.0/10
Market CapQuality
$60.90B9/10

Large-cap with strong market position

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%

PCAR4 concerns · Avg: 2.8/10
P/E RatioValuation
25.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-13.7%2/10

Revenue declined 13.7%

EPS GrowthGrowth
-35.9%2/10

Earnings declined 35.9%

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 : PCAR

The strongest argument for PCAR centers on Market Cap. PEG of 1.11 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 : PCAR

The primary concerns for PCAR are P/E Ratio, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

PCAR carries more volatility with a beta of 1.05 — expect wider price swings.

INFY is growing revenue faster at 3.2% — sustainability is the question.

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

Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

INFY scores higher overall (48/100 vs 46/100), backed by strong 16.2% margins. Both earn "Hold" 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.

PACCAR Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.

Want to dig deeper into these stocks?