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EPAM vs INFY
Which Stock Would AI Choose? EPAM Systems (EPAM) vs. Infosys (INFY) Stock Comparison
Key Takeaways
- EPAM Systems (EPAM) and Infosys (INFY) both operate in the IT services and digital transformation sector, offering engineering, consulting, and AI-enabled solutions to global enterprises.
- Recent market activity shows EPAM reporting Q1 2026 revenue growth of 7.6% year-over-year alongside a non-GAAP EPS beat, while facing analyst target adjustments amid broader IT demand caution.
- Infosys (INFY), as a major Indian IT services provider, maintains a large global delivery model focused on cloud, AI, and outsourcing, with performance influenced by similar sector headwinds and client spending patterns.
- Both stocks exhibit exposure to macroeconomic factors affecting technology budgets, with relative performance tied to contract wins, margin stability, and AI adoption trends in recent weeks.
- Market sentiment reflects ongoing scrutiny of growth sustainability, positioning the comparison as relevant for investors evaluating stability versus scale in the IT services space.
Introduction
EPAM Systems (EPAM) and Infosys (INFY) represent distinct yet comparable players in the global IT services and digital engineering landscape. EPAM, a U.S.-based provider of software engineering and AI transformation services, contrasts with Infosys (INFY), an India-headquartered leader in consulting, outsourcing, and next-generation digital solutions. This stock comparison appeals to institutional investors, portfolio managers, and active traders seeking to assess relative positioning within the technology services sector amid evolving client demand for cloud migration and artificial intelligence capabilities. The analysis highlights observable differences in business models, recent momentum, and risk profiles without favoring either security.
EPAM Overview and Recent Performance
EPAM Systems (EPAM) delivers digital engineering, cloud platforms, and AI-enabled transformation services to Forbes Global 2000 clients and startups across multiple industries. The company emphasizes custom software development, platform engineering, and integrated consulting to accelerate client innovation. In recent market activity, EPAM reported first-quarter 2026 revenues of $1.4 billion, representing a 7.6% year-over-year increase, with non-GAAP diluted earnings per share of $2.86 that exceeded consensus estimates. Stock behavior has reflected sector-wide caution regarding IT services demand, accompanied by several analyst target revisions in recent weeks. Performance drivers include sustained focus on AI-native enterprise solutions alongside broader macroeconomic influences on client spending.
INFY Overview and Recent Performance
Infosys (INFY) operates as a global leader in consulting, technology services, and outsourcing, enabling digital transformation through cloud, data analytics, artificial intelligence, and business process management for clients in approximately 59 countries. The firm leverages its Global Delivery Model to combine strategic advisory with large-scale implementation and ongoing operations. Recent market activity for Infosys (INFY) has been shaped by comparable IT services sector dynamics, including client budget scrutiny and opportunities in AI and cloud modernization. Stock performance reflects ongoing emphasis on large transformation deals and managed services, with sentiment influenced by quarterly results and industry-wide demand patterns observed in recent weeks.
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Head-to-Head Comparison
EPAM Systems (EPAM) maintains a concentrated U.S.-centric engineering focus with emphasis on high-value digital and AI transformation projects, whereas Infosys (INFY) leverages scale through its extensive global delivery network and diversified outsourcing offerings. Growth drivers for EPAM center on specialized AI and cloud engineering mandates, while Infosys (INFY) benefits from volume-oriented managed services and large-scale modernization contracts. Recent momentum for both has been tempered by IT services demand softness, though EPAM’s reported earnings beat highlights margin resilience compared with Infosys (INFY)’s emphasis on deal pipeline stability. Risk factors include client concentration and cyclical technology spending for EPAM, contrasted with currency exposure and competitive pricing pressures for Infosys (INFY). Sector exposure remains aligned in digital services, yet market sentiment differentiates EPAM’s premium positioning from Infosys (INFY)’s cost-efficient delivery model.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, analyst positioning, and relative stability in recent market activity, Tickeron’s AI would currently assign a modest probabilistic edge to EPAM Systems (EPAM) over Infosys (INFY). This assessment reflects EPAM’s demonstrated EPS outperformance and focused AI catalyst exposure, balanced against broader sector uncertainties affecting both securities. The evaluation remains conditional on continued trend consistency and does not constitute investment guidance.
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 Buy and INFY is a Buy.
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 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, 4 bearish.
Price Growth
EPAM (@Information Technology Services) experienced а +17.48% price change this week, while INFY (@Information Technology Services) price change was +8.28% for the same time period.
The average weekly price growth across all stocks in the @Information Technology Services industry was +6.07%. For the same industry, the average monthly price growth was +0.18%, and the average quarterly price growth was +37.66%.
Reported Earning Dates
EPAM is expected to report earnings on Aug 06, 2026.
INFY is expected to report earnings on Oct 23, 2026.
Industries' Descriptions
@Information Technology Services (+6.07% 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 | 5.52B | 47.8B | 12% |
| EBITDA | 704M | 5.13B | 14% |
| Gain YTD | -48.477 | -30.999 | 156% |
| P/E Ratio | 15.17 | 14.85 | 102% |
| Revenue | 5.56B | 20.3B | 27% |
| Total Cash | 1.04B | 3.17B | 33% |
| Total Debt | 288M | 923M | 31% |
EPAM | INFY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 29 | 1 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 56 Fair valued | 6 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 69 | 32 | |
PRICE GROWTH RATING 1..100 | 59 | 59 | |
P/E GROWTH RATING 1..100 | 83 | 83 | |
SEASONALITY SCORE 1..100 | 50 | 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.
INFY's Valuation (6) in the Information Technology Services industry is somewhat better than the same rating for EPAM (56). 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.
INFY's Price Growth Rating (59) in the Information Technology Services industry is in the same range as EPAM (59). This means that INFY’s stock grew similarly to EPAM’s over the last 12 months.
INFY's P/E Growth Rating (83) in the Information Technology Services industry is in the same range as EPAM (83). This means that INFY’s stock grew similarly to EPAM’s over the last 12 months.
| EPAM | INFY | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 79% | N/A |
| Stochastic ODDS (%) | 4 days ago 76% | 4 days ago 54% |
| Momentum ODDS (%) | 4 days ago 73% | 4 days ago 58% |
| MACD ODDS (%) | 4 days ago 65% | 4 days ago 63% |
| TrendWeek ODDS (%) | 4 days ago 66% | 4 days ago 57% |
| TrendMonth ODDS (%) | 4 days ago 63% | 4 days ago 59% |
| Advances ODDS (%) | 6 days ago 64% | 6 days ago 56% |
| Declines ODDS (%) | 12 days ago 79% | 12 days ago 59% |
| BollingerBands ODDS (%) | 4 days ago 80% | 4 days ago 60% |
| Aroon ODDS (%) | 4 days ago 58% | 4 days ago 57% |
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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% | +1.83% | ||
| GLOB - EPAM | 77% Closely correlated | +0.58% | ||
| ACN - EPAM | 75% Closely correlated | +1.61% | ||
| CTSH - EPAM | 73% Closely correlated | +2.70% | ||
| G - EPAM | 65% Loosely correlated | -0.45% | ||
| DXC - EPAM | 60% Loosely correlated | N/A | ||
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