<- Go home

Added to YB: 2024-09-27

Pitch date: 2024-09-25

INFY [neutral]

Infosys Limited

-43.25%

current return

Author Info

Long-term Investing is an investment advisor who shares long-term investment ideas in their newsletter. Sign up for the newsletter.

Company Info

Infosys Limited provides consulting, technology, outsourcing, and digital services worldwide. It provides digital marketing and digital workplace, digital commerce, digital experience and interactions, and metaverse; data analytics and AI, applied AI, generative AI, and sustainability; blockchain, engineering, and Internet of Things; enterprise agile DevOps, API economy and microservices, application modernization, cloud, digital process automation, digital supply chain, Microsoft business application and cloud business, service experience transformation, energy transition, Network Transformation Services, Infrastructure Services cyber security, and quality engineering solutions; Oracle, SAP, and Saleforce solutions; Topaz, an AI-first set of services, solutions, and platforms using generative AI technologies; and Aster, a set of AI-amplified marketing services, solutions, and platforms.

Market Cap

N/A

Pitch Price

INR 22.27

Price Target

N/A

Dividend

4.18%

EV/EBITDA

10.20

P/E

N/A

EV/Sales

N/A

Sector

IT Services

Category

N/A

Show full summary:
Infosys Limited - $INFY

INFY pass: Indian IT services giant, 317k employees, $18.56B revenue. Strong FCF, 85% returned to shareholders. Tepid growth due to client spending cuts. AI revolution opportunity but threat to services. Trades at 26x P/E, 27x P/FCF. DCF suggests 19% overvalued. Pass at current price, reconsider below $17.50.

Read full article (9 min)