Infosys Ltd ADR (INFY)vsQualcomm Incorporated (QCOM)
INFY
Infosys Ltd ADR
$12.83
+2.07%
TECHNOLOGY · Cap: $50.87B
QCOM
Qualcomm Incorporated
$219.09
+8.17%
TECHNOLOGY · Cap: $230.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 121% more annual revenue ($44.49B vs $20.16B). QCOM leads profitability with a 22.3% profit margin vs 16.4%. QCOM appears more attractively valued with a PEG of 0.82. QCOM earns a higher WallStSmart Score of 71/100 (B).
INFY
Buy58
out of 100
Grade: C
QCOM
Strong Buy71
out of 100
Grade: B
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
+8.0%
Fair Value
$220.25
Current Price
$219.09
$1.16 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%
Mega-cap, among the largest globally
Every $100 of equity generates 36 in profit
Earnings expanding 173.0% YoY
Safe zone — low bankruptcy risk
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Trading at 10.6x book value
Trading at 10.2x book value
Revenue declined 3.5%
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 : QCOM
The strongest argument for QCOM centers on Market Cap, Return on Equity, EPS Growth. Profitability is solid with margins at 22.3% and operating margin at 22.1%. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Bear Case : QCOM
The primary concerns for QCOM are Price/Book, Revenue Growth.
Key Dynamics to Monitor
INFY profiles as a mature stock while QCOM is a declining play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.49 — expect wider price swings.
INFY is growing revenue faster at 6.6% — sustainability is the question.
QCOM generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
QCOM scores higher overall (71/100 vs 58/100), backed by strong 22.3% margins. INFY offers better value entry with a 85.0% margin of safety. Both earn "Strong 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.
Qualcomm Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.
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