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EPAM vs INFY
Which Stock Would AI Choose? EPAM Systems (EPAM) vs. Infosys (INFY) Stock Comparison
Key Takeaways
- Both EPAM and INFY are IT and digital-transformation services providers repositioning their businesses around artificial intelligence (AI), yet they differ sharply in scale, geography, and growth profile.
- EPAM Systems reported solid first-quarter results but lowered its full-year revenue outlook, and its shares have weakened for several weeks amid softening client demand.
- Infosys crossed the $20 billion annual revenue mark for fiscal 2026 with resilient constant-currency growth, though its ADR (American Depositary Receipt) has also traded down sharply over the trailing year.
- EPAM is a smaller, faster-growth digital-engineering specialist, while Infosys is a diversified global consulting giant with larger scale, broader exposure, and a dividend yield.
- Relative momentum, AI-driven catalyst pipelines, and margin profiles are the key differentiators a rules-based AI model would weigh in this stock comparison.
Introduction
Investors evaluating the technology-services sector often face a choice between niche digital-engineering specialists and diversified global consultancies. This stock comparison examines EPAM (EPAM Systems) and INFY (Infosys) to highlight how two AI-focused IT providers stack up in the current market environment. Both companies are pivoting toward AI-native and applied-AI services, making the comparison especially relevant for traders and investors tracking the intersection of technology spending and artificial intelligence. The two names offer contrasting risk-reward profiles: EPAM provides concentrated exposure to custom software and platform engineering, while Infosys delivers scale, geographic diversification, and a more mature, cash-generative business model.
EPAM Overview and Recent Performance
EPAM Systems is a digital and AI transformation company specializing in custom software, product and platform engineering, and integrated consulting for large enterprises. In recent weeks, its stock has been under pressure, with shares declining on concerns about softening demand and elongated client decision-making, particularly in North America.
The company's most recent quarterly results showed revenue of approximately $1.40 billion, up 7.6% year over year, with non-GAAP (non-generally accepted accounting principles) diluted EPS (earnings per share) of $2.86, up 18.7%. Pure AI revenue exceeded $125 million, rising nearly 20% sequentially, and management highlighted a multiyear applied-AI partnership with Anthropic. Despite the earnings beat, sentiment turned cautious after EPAM lowered its full-year revenue growth outlook to a 4% to 6.5% range, down from a prior 4.5% to 7.5%, citing macroeconomic uncertainty and delays in larger transformation deals. The stock has reflected this caution, trading well below its levels of a year ago.
INFY Overview and Recent Performance
Infosys is a global leader in AI-first business consulting and technology services, employing more than 325,000 people and serving clients across dozens of countries. Its American Depositary Receipt (ADR) trades on the NYSE, while its primary listing is in India. Infosys recently reported fiscal 2026 revenue crossing the $20 billion mark, with growth of 3.1% in constant currency and an adjusted operating margin of roughly 21%. Large-deal total contract value (TCV) reached about $14.9 billion, and free cash flow generation remained healthy.
For fiscal 2027, management guided to revenue growth of 1.5% to 3.5% and an operating margin of 20% to 22%, reflecting a cautious but stable outlook. Despite these resilient fundamentals, the ADR has traded down meaningfully over the past year, with its 52-week range spanning roughly $10 to $30. Recent market activity has shown some stabilization, aided by renewed strength across Indian IT stocks, though pricing pressure and slower revenue growth remain key themes weighing on sentiment.
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Head-to-Head Comparison
The most fundamental contrast between these two companies is scale and focus. EPAM is a comparatively smaller digital-engineering specialist with a concentrated emphasis on custom software and applied AI, which gives it faster growth potential but also greater sensitivity to shifts in discretionary technology spending. Infosys, by contrast, is a diversified global consultancy with a broader client base across financial services, manufacturing, retail, and other industries, offering greater stability but more modest growth rates.
On growth and momentum, EPAM has generated higher single-digit revenue growth recently, while Infosys is growing in the low-single digits in constant currency. However, EPAM's recent guidance reduction and weakening share-price trend reflect near-term headwinds in North America, whereas Infosys has shown relative resilience in profitability, with operating margins around 21% versus EPAM's roughly 14% to 16% non-GAAP operating margin.
Risk profiles also differ. EPAM carries concentrated geographic exposure, including delivery centers in Ukraine, and is more exposed to discretionary project delays. Infosys faces currency risk, wage inflation, and pricing pressure in its core services business but offsets these with scale, a large cash position, and a dividend yield. From a market-positioning standpoint, EPAM offers higher growth sensitivity to AI adoption, while Infosys offers defensive diversification and consistent free cash flow.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, catalysts, and relative positioning, a rules-based AI model would likely lean toward the name showing stronger and more durable technical characteristics rather than simply the higher-growth story. EPAM's AI-revenue momentum and applied-AI partnerships are notable catalysts, but its recent guidance cut and multi-week share-price decline introduce meaningful uncertainty. Infosys, despite slower growth, has demonstrated steadier profitability, stronger cash generation, and a more diversified revenue base, which tend to register as more stable signals in quantitative frameworks. Accordingly, a data-driven model would likely favor INFY on a stability and consistency basis in the current environment, while acknowledging that EPAM could present greater upside if AI-driven demand accelerates and client decision-making normalizes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EPAM is a StrongBuy and INFY is a Hold.
Momentum Indicator for EPAM turns positive, indicating new upward trend
EPAM saw its Momentum Indicator move above the 0 level on October 08, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 83 similar instances where the indicator turned positive. In 62 of the 83 cases, the stock moved higher in the following days. The odds of a move higher are at 75%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for EPAM just turned positive on October 12, 2026. Looking at past instances where EPAM's MACD turned positive, the stock continued to rise in 24 of 36 cases over the following month. The odds of a continued upward trend are 67%.
EPAM moved above its 50-day moving average on October 08, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for EPAM crossed bullishly above the 50-day moving average on October 12, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 17 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 65%.
Following a +5.20% 3-day Advance, the price is estimated to grow further. Considering data from situations where EPAM advanced for three days, in 202 of 310 cases, the price rose further within the following month. The odds of a continued upward trend are 65%.
The Aroon Indicator entered an Uptrend today. In 109 of 161 cases where EPAM Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 68%.
Bearish Trend Analysis
The RSI Indicator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where EPAM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 79%.
EPAM broke above its upper Bollinger Band on October 19, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 38 (best 1 - 100 worst), indicating steady price growth. EPAM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 58 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 62 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.965) is normal, around the industry mean (2.639). P/E Ratio (18.108) is within average values for comparable stocks, (16.561). Projected Growth (PEG Ratio) (0.575) is also within normal values, averaging (2.284). Dividend Yield (0.000) settles around the average of (0.109) among similar stocks. P/S Ratio (1.135) is also within normal values, averaging (141.758).
The Tickeron SMR rating for this company is 66 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. EPAM’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock worse than average.
INFY's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for INFY turned positive on October 01, 2026. Looking at past instances where INFY's MACD turned positive, the stock continued to rise in 29 of 44 cases over the following month. The odds of a continued upward trend are 66%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on INFY as a result. In 53 of 85 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 62%.
INFY moved above its 50-day moving average on October 14, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for INFY crossed bullishly above the 50-day moving average on October 20, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 8 of 14 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 57%.
Following a +4.51% 3-day Advance, the price is estimated to grow further. Considering data from situations where INFY advanced for three days, in 159 of 287 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
Bearish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where INFY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
INFY broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for INFY entered a downward trend on October 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 31 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 43 (best 1 - 100 worst), indicating steady price growth. INFY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 64 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.369) is normal, around the industry mean (2.639). P/E Ratio (15.741) is within average values for comparable stocks, (16.561). Projected Growth (PEG Ratio) (1.782) is also within normal values, averaging (2.284). Dividend Yield (0.083) settles around the average of (0.109) among similar stocks. P/S Ratio (2.236) is also within normal values, averaging (141.758).
The Tickeron PE Growth Rating for this company is 74 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. INFY’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 93, placing this stock worse than average.
EPAM | INFY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 27 | 3 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 62 Fair valued | 64 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 66 | 31 | |
PRICE GROWTH RATING 1..100 | 38 | 43 | |
P/E GROWTH RATING 1..100 | 58 | 74 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
EPAM's Valuation (62) in the Information Technology Services industry is in the same range as INFY (64). This means that EPAM’s stock grew similarly to INFY’s over the last 12 months.
EPAM's Profit vs Risk Rating (100) in the Information Technology Services industry is in the same range as INFY (100). This means that EPAM’s stock grew similarly to INFY’s over the last 12 months.
INFY's SMR Rating (31) in the Information Technology Services industry is somewhat better than the same rating for EPAM (66). This means that INFY’s stock grew somewhat faster than EPAM’s over the last 12 months.
EPAM's Price Growth Rating (38) in the Information Technology Services industry is in the same range as INFY (43). This means that EPAM’s stock grew similarly to INFY’s over the last 12 months.
EPAM's P/E Growth Rating (58) in the Information Technology Services industry is in the same range as INFY (74). This means that EPAM’s stock grew similarly to INFY’s over the last 12 months.
| EPAM | INFY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 79% | 2 days ago 50% |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 55% |
| Momentum ODDS (%) | 2 days ago 75% | 2 days ago 62% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 66% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 66% | 2 days ago 59% |
| Advances ODDS (%) | 2 days ago 65% | 2 days ago 55% |
| Declines ODDS (%) | 11 days ago 79% | 17 days ago 59% |
| BollingerBands ODDS (%) | 2 days ago 86% | 2 days ago 65% |
| Aroon ODDS (%) | 2 days ago 68% | 2 days ago 71% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
EPAM’s FA Score shows that 0 FA rating(s) are green while INFY’s FA Score has 1 green FA rating(s).
- EPAM’s FA Score: 0 green, 5 red.
- INFY’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
EPAM’s TA Score shows that 6 TA indicator(s) are bullish while INFY’s TA Score has 5 bullish TA indicator(s).
- EPAM’s TA Score: 6 bullish, 4 bearish.
- INFY’s TA Score: 5 bullish, 5 bearish.
Price Growth
EPAM (@Information Technology Services) experienced а +16.90% price change this week, while INFY (@Information Technology Services) price change was +11.06% for the same time period.
The average weekly price growth across all stocks in the @Information Technology Services industry was -2.59%. For the same industry, the average monthly price growth was -6.40%, and the average quarterly price growth was -8.28%.
Reported Earning Dates
EPAM is expected to report earnings on Nov 05, 2026.
INFY is expected to report earnings on Oct 23, 2026.
Industries' Descriptions
@Information Technology Services (-2.59% weekly)The industry, whose total market cap runs into trillions, makes hardware/software that allows data to be stored, retrieved, transmitted, and manipulated on computers. With the ever-increasing relevance of data, the information technology (IT) industry has gained momentous growth over the years, and continues to thrive on innovation. Some of the behemoths in the industry are International Business Machines Corporation, Accenture, and VMware, Inc.
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EPAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, EPAM has been closely correlated with GLOB. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if EPAM jumps, then GLOB could also see price increases.
| Ticker / NAME | Correlation To EPAM | 1D Price Change % | ||
|---|---|---|---|---|
| EPAM | 100% | +2.54% | ||
| GLOB - EPAM | 77% Closely correlated | +3.72% | ||
| ACN - EPAM | 73% Closely correlated | +0.48% | ||
| CTSH - EPAM | 71% Closely correlated | +2.01% | ||
| INFY - EPAM | 63% Loosely correlated | +0.71% | ||
| G - EPAM | 62% Loosely correlated | +1.63% | ||
More | ||||
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TERG | 31.48 | 1.62 | +5.43% |
| Leverage Shares 2X Long TER Daily ETF (TERG) | |||
| MGC | 284.89 | 1.75 | +0.62% |
| Vanguard Morningstar Mega Cap ETF (MGC) | |||
| DFMC | 57.83 | 0.09 | +0.16% |
| U.S. Micro Cap Portfolio ETF (DFMC) | |||
| MMMA | 24.25 | -0.04 | -0.16% |
| NYLIM MacKay Muni Allocation ETF (MMMA) | |||
| FLBR | 26.69 | -0.26 | -0.96% |
| Franklin FTSE Brazil ETF (FLBR) | |||