INFY
Infosys Limited
INFY has lower modeled downside risk, despite its lower overall score.
SNDK
Sandisk Corporation
SNDK has the edge over INFY overall, supported by stronger fundamentals and stronger modeled upside.
INFY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
INFY's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK's revenue, profitability, cash flow and balance sheet are all currently strong.
INFY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 15x | $12.29 | — |
| Cheap | 19x | $15.68 | +28% |
| Fair | 25x | $20.29 | +65% |
| Expensive | 31x | $25.44 | +107% |
Historical ranges are pointers, not guarantees.
INFY's PE is in its cheap range at 15x.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK has the edge over INFY in the historical PE scenario, which offers more potential upside but is not a forecast.
INFY Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Stable | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect INFY's earnings, revenue and profitability to hold roughly steady.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
SNDK has the edge over INFY on the outlook, with more favorable earnings and revenue expectations.
INFY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.81 | +3.8% |
| Q2 2026 | $0.81 | +5.2% |
| Q1 2026 | $0.80 | +5.3% |
| Q4 2025 | $0.77 | -2.5% |
| Q3 2025 | $0.78 | 0% |
| Q2 2025 | $0.77 | 0% |
| Q1 2025 | $0.76 | 0% |
| Q4 2024 | $0.79 | +11% |
INFY earned $0.81 per share over the past year, up 3.8% from the year before.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over INFY in the latest year-over-year earnings comparison.
INFY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.2B | +1.5% |
| Q2 2026 | $5.1B | +2.9% |
| Q1 2026 | $5B | +6.6% |
| Q4 2025 | $5.1B | +3.2% |
| Q3 2025 | $5.1B | +3.7% |
| Q2 2025 | $4.9B | +4.8% |
| Q1 2025 | $4.7B | +3.6% |
| Q4 2024 | $4.9B | +5.9% |
INFY's revenue has grown year over year every quarter since late 2020: $5.2B last quarter, up 1.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | +0.3 points |
| Q2 2026 | 21% | +0.3 points |
| Q1 2026 | 21% | 0 points |
| Q4 2025 | 18% | -2.9 points |
| Q3 2025 | 21% | -0.1 points |
| Q2 2025 | 21% | -0.3 points |
| Q1 2025 | 21% | +0.9 points |
| Q4 2024 | 21% | +0.8 points |
INFY's operating margin was 21% last quarter, about level with the same quarter a year ago.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK's revenue has grown year over year for six quarters in a row: $11B last quarter, up 378% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK has the edge over INFY on profitability, with a higher operating margin.
INFY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $947.4M | -14% |
| Q2 2026 | $970M | +9.7% |
| Q1 2026 | $833M | -6.6% |
| Q4 2025 | $915M | -29% |
| Q3 2025 | $1.1B | +27% |
| Q2 2025 | $884M | -19% |
| Q1 2025 | $892M | +5.2% |
| Q4 2024 | $1.3B | +95% |
INFY's free cash flow has been positive every quarter for seven years: $3.7B over the past year, down 12% from the year before.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK has the edge over INFY on cash flow, with more consistent year-over-year improvement.
INFY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1% | -40.7M shares |
| 1 year | -4.8% | -204M shares |
| 3 years | -2.1% | -88.5M shares |
| 5 years | -6% | -257M shares |
| Available history | -2.9% | -119M shares |
INFY has the edge over SNDK on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $1M |
| Q4 2025 | $2B |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
INFY spent $2B buying back its own shares over the past year, after none the year before.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has 154M diluted shares, up 3.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
INFY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | -0.3x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.4x | Net Cash |
| Q4 2024 | -0.3x | Net Cash |
INFY has the edge over SNDK on leverage, with a lower net debt burden relative to earnings.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK has more cash than debt.
INFY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.7 | Neutral |
| Stochastic | 73.2 | Neutral |
INFY's weekly RSI is 51 (neutral) and its Stochastic is 73 (neutral).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (oversold).
INFY PE vs Technology Sector
| Metric | INFY | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 28x | 46% below |
| PE % | 6 | 35 | 29 pts below |
INFY is trading at 15x earnings, a 46% discount to the Technology sector's median of 28x.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK has the edge over INFY on valuation relative to its sector.
INFY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $11.8 | 4.3% above |
| 20 week MA | $11.7 | 5.4% above |
| 50 week MA | $13.5 | 9% below |
| 100 week MA | $15.9 | 23% below |
| 200 week MA | $17.3 | 29% below |
INFY has stronger trend alignment. INFY is above 2 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-week average.
INFY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.3 | $16.6 | +62% |
| 2021 | $16.6 | $24.7 | +49% |
| 2022 | $24.7 | $17.9 | -28% |
| 2023 | $17.9 | $18.4 | +2.6% |
| 2024 | $18.4 | $22.5 | +22% |
| 2025 | $22.5 | $18.8 | -16% |
| 2026 YTD | $18.8 | $12.3 | -35% |
INFY is down 35% so far in 2026, after finishing higher in four of the previous six years.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over INFY on returns for 2026, with the stronger performance.