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EPAM vs INFY
Which Stock Would AI Choose? EPAM Systems (EPAM) vs. Infosys (INFY) Stock Comparison
Key Takeaways
- Infosys (INFY) has outperformed EPAM year-to-date, gaining 21.23% compared to EPAM's decline of 34.4%.
- EPAM reported a strong Q4 2025 earnings beat, with EPS of $3.26 surpassing estimates and revenue growth of 12.75% year-over-year.
- Infosys maintains a significantly larger market capitalization of $57.5 billion versus EPAM's $7.14 billion, offering greater scale in IT services.
- Both stocks trade at similar trailing P/E ratios around 19, but analysts see substantial upside with price targets implying 40-50% potential gains.
- Recent market activity shows INFY benefiting from tech sector rallies, while EPAM faces headwinds from client challenges despite AI initiatives.
Introduction
EPAM Systems (EPAM) and Infosys (INFY) are prominent players in the IT services sector, specializing in digital transformation, software engineering, and consulting. This stock comparison analyzes their relative performance, business models, and market positioning amid evolving demands for AI, cloud, and digital solutions. Traders seeking short-term momentum and investors eyeing long-term growth in technology services will find value in understanding their contrasts, particularly as recent market shifts highlight differences in stability and growth trajectories. With both companies navigating sector headwinds and opportunities, this head-to-head review aids informed decision-making on relative performance and stock comparison.
EPAM Overview and Recent Performance
EPAM Systems, Inc. is a global provider of digital platform engineering, software development, and IT consulting services, serving industries like financial services, healthcare, and software & hi-tech. In recent market activity, EPAM shares have traded near the lower end of their 52-week range (121.63-222.53), reflecting prolonged weakness despite a Q4 2025 earnings beat where revenue reached $1.41 billion (up 12.75% YoY) and EPS hit $3.26, exceeding expectations. Sentiment has been influenced by new AI strategies, a $300 million buyback announcement, and client headwinds, contributing to a year-to-date decline of 34.4%. Analysts maintain a Moderate Buy rating with an average price target of $190.62, signaling potential recovery as the company eyes Q1 2026 results.
INFY Overview and Recent Performance
Infosys Limited is a multinational IT consulting and outsourcing firm offering digital services, cloud solutions, and business process management across sectors like financial services, manufacturing, and energy. Recently, INFY American Depositary Receipts (ADRs) have shown resilience, advancing amid broader tech rallies and partnerships such as with Adobe for customer experience workflows. Year-to-date performance stands at +21.23%, contrasting EPAM's downturn, with the stock within a 52-week range of 12.57-30.00. Positive sentiment stems from strong North American demand and AI integrations, supporting steady revenue growth. Analyst targets average $16.22, with a Hold consensus, as the company prepares for Q4 updates.
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Head-to-Head Comparison
EPAM and INFY both thrive in IT services but differ in scale and focus: EPAM emphasizes agile digital engineering and AI-driven product development, while Infosys provides broader outsourcing, consulting, and next-gen digital services with a global footprint. Growth drivers for EPAM include platform engineering demand, though recent momentum lags due to client-specific issues; INFY benefits from steady deal wins in cloud and AI. Risk factors highlight EPAM's smaller size (market cap $7.14B vs. $57.5B) amplifying volatility, versus INFY's diversified revenue reducing exposure. Sector-wise, both target financials and hi-tech, but INFY's scale aids market sentiment stability. In relative performance, INFY's YTD gains underscore superior positioning in recent tech recoveries.
Tickeron AI Verdict
Tickeron’s AI currently favors INFY over EPAM due to stronger trend consistency, year-to-date outperformance (+21% vs. -34%), and relative stability from its larger scale and positive sector catalysts like partnerships. EPAM shows recovery potential post-earnings beats, but INFY's momentum and lower drawdown risks position it probabilistically better in the near term for tech services exposure.
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 Disclaimers and Limitations.
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 Buy and INFY is a Hold.
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 undervalued. 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 whileINFY’s FA Score has 2 green FA rating(s).
- EPAM’s FA Score: 0 green, 5 red.
- INFY’s FA Score: 2 green, 3 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 4 TA indicator(s) are bullish while INFY’s TA Score has 4 bullish TA indicator(s).
- EPAM’s TA Score: 4 bullish, 4 bearish.
- INFY’s TA Score: 4 bullish, 5 bearish.
Price Growth
EPAM (@Information Technology Services) experienced а -17.61% price change this week, while INFY (@Information Technology Services) price change was -9.86% for the same time period.
The average weekly price growth across all stocks in the @Information Technology Services industry was -5.16%. For the same industry, the average monthly price growth was -9.67%, and the average quarterly price growth was +60.96%.
Reported Earning Dates
EPAM is expected to report earnings on Jul 30, 2026.
INFY is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Information Technology Services (-5.16% 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.
| EPAM | INFY | EPAM / INFY | |
| Capitalization | 4.02B | 44.2B | 9% |
| EBITDA | 704M | 5.11B | 14% |
| Gain YTD | -62.886 | -38.258 | 164% |
| P/E Ratio | 10.93 | 13.46 | 81% |
| Revenue | 5.56B | 20.2B | 28% |
| Total Cash | 1.04B | 2.34B | 44% |
| Total Debt | 288M | 967M | 30% |
EPAM | INFY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 51 Fair valued | 5 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 69 | 32 | |
PRICE GROWTH RATING 1..100 | 66 | 84 | |
P/E GROWTH RATING 1..100 | 93 | 89 | |
SEASONALITY SCORE 1..100 | 50 | 90 |
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.
INFY's Valuation (5) in the Information Technology Services industry is somewhat better than the same rating for EPAM (51). This means that INFY’s stock grew somewhat faster than EPAM’s over the last 12 months.
INFY's Profit vs Risk Rating (100) in the Information Technology Services industry is in the same range as EPAM (100). This means that INFY’s stock grew similarly to EPAM’s over the last 12 months.
INFY's SMR Rating (32) in the Information Technology Services industry is somewhat better than the same rating for EPAM (69). This means that INFY’s stock grew somewhat faster than EPAM’s over the last 12 months.
EPAM's Price Growth Rating (66) in the Information Technology Services industry is in the same range as INFY (84). This means that EPAM’s stock grew similarly to INFY’s over the last 12 months.
INFY's P/E Growth Rating (89) in the Information Technology Services industry is in the same range as EPAM (93). This means that INFY’s stock grew similarly to EPAM’s over the last 12 months.
| EPAM | INFY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 71% | 2 days ago 60% |
| Stochastic ODDS (%) | 2 days ago 82% | 2 days ago 56% |
| Momentum ODDS (%) | 2 days ago 77% | 2 days ago 61% |
| MACD ODDS (%) | 2 days ago 81% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 75% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 74% | 2 days ago 64% |
| Advances ODDS (%) | 19 days ago 66% | 27 days ago 56% |
| Declines ODDS (%) | 2 days ago 78% | 6 days ago 58% |
| BollingerBands ODDS (%) | 2 days ago 65% | 2 days ago 37% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 52% |
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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 73% 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% | -0.78% | ||
| GLOB - EPAM | 73% Closely correlated | -2.50% | ||
| ACN - EPAM | 73% Closely correlated | -2.46% | ||
| CTSH - EPAM | 71% Closely correlated | -4.28% | ||
| G - EPAM | 63% Loosely correlated | -0.50% | ||
| FLYW - EPAM | 59% Loosely correlated | -2.71% | ||
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INFY and
Correlation & Price change
A.I.dvisor indicates that over the last year, INFY has been closely correlated with CTSH. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if INFY jumps, then CTSH could also see price increases.
| Ticker / NAME | Correlation To INFY | 1D Price Change % | ||
|---|---|---|---|---|
| INFY | 100% | +1.89% | ||
| CTSH - INFY | 66% Closely correlated | -4.28% | ||
| ACN - INFY | 59% Loosely correlated | -2.46% | ||
| EPAM - INFY | 57% Loosely correlated | -0.78% | ||
| GLOB - INFY | 56% Loosely correlated | -2.50% | ||
| WIT - INFY | 53% Loosely correlated | -6.28% | ||
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