TCEHY vs INFY Stock Comparison: AI Score, Valuation, Performance and Upside
TCS is the larger company by revenue and enterprise relationships, while Infosys is more accessible to U.S. investors through its NYSE listing and provides more regular financial guidance. Both are exposed to the same global enterprise IT services market with similar cyclical dynamics.
TCS vs INFY compares India's two largest IT services companies, with TCS leading in scale and Infosys offering more accessible U.S. investor access and financial transparency through regular quarterly guidance.
TCEHY holds the edge across 3 of 5 key metrics in this comparison. TCEHY leads on both 1-year return (-12.17%) and forward P/E (1.63x vs 11.95x for INFY), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for TCEHY (+73.87%) than for INFY (+42.92%).
- →Want exposure to India's largest IT services company by scale and client relationships
- →Are comfortable with OTC-traded ADR liquidity and reporting differences versus a direct listing
- →Value the backing of the Tata Group conglomerate for reputational stability
- →Want large Indian IT services exposure through a more liquid NYSE-listed ADR
- →Value Infosys' regular quarterly revenue guidance for earnings visibility
- →Prefer a company with a track record of more transparent investor communications
| Metric | TCEHY | INFY |
|---|---|---|
| AI score | N/A | 39.2 |
| AI rank | N/A | #1185 |
| Latest close | $56.10 | $10.57 |
| 1M return | -4.28% | -15.11% |
| 6M return | -25.83% | -40.73% |
| 1Y return | -12.17% | -40.53% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | TCEHY | INFY |
|---|---|---|
| 1Y ago | $8.89K (-11.1%) started 2025-06-18 | $6.17K (-38.3%) started 2025-06-18 |
| 5Y ago | $9.15K (-8.5%) started 2021-06-18 | $6.97K (-30.3%) started 2021-06-18 |
| 10Y ago | $33.03K (+230.3%) started 2016-06-20 | $20.71K (+107.1%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | TCEHY | INFY |
|---|---|---|
| Market cap | $505.83B | $42.79B |
| Trailing P/E | 15.76 | 13.21 |
| Forward P/E | 1.63 | 11.95 |
| Price/Sales | 0.66 | 2.12 |
| EV/Revenue | 0.71 | 4.67 |
| Analyst target | $97.54 | $15.11 |
| Target upside | +73.87% | +42.92% |
| Metric | TCEHY | INFY |
|---|---|---|
| Revenue growth | 9.10% | 6.60% |
| Earnings growth | 22.90% | 11.80% |
| EPS growth | +22.90% | +11.80% |
| FCF margin | +16.93% | +15.73% |
| Operating margin | N/A | N/A |
| Profit margin | 30.61% | 16.43% |
| ROIC proxy | 20.52% | 31.44% |
| Return on equity | 20.52% | 31.44% |
| Dividend yield | 1.18% | 4.32% |
| Beta | 0.74 | 0.11 |
| Debt/equity | 33.47 | 9.83 |
| Current ratio | 1.43 | 1.98 |
| Quick ratio | 1.14 | 1.72 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | TCEHY | INFY |
|---|---|---|---|
| 1Y | Growth | -12.17% | -40.53% |
| CAGR | -12.18% | -40.55% | |
| Sharpe ratio | -0.41 | -1.38 | |
| Max drawdown | 36.75% | 46.59% | |
| Max daily drop | 6.33% | 9.84% | |
| Max wkly drop | 11.95% | 15.42% | |
| 5Y | Growth | -18.57% | -39.85% |
| CAGR | -4.03% | -9.67% | |
| Sharpe ratio | 0.01 | -0.37 | |
| Max drawdown | 66.04% | 54.05% | |
| Max daily drop | 14.17% | 9.84% | |
| Max wkly drop | 19.57% | 15.42% | |
| 10Y | Growth | +189.76% | +50.25% |
| CAGR | +11.23% | +4.16% | |
| Sharpe ratio | 0.35 | 0.13 | |
| Max drawdown | 73.27% | 54.05% | |
| Max daily drop | 14.17% | 12.11% | |
| Max wkly drop | 19.57% | 20.53% |
| Category | TCEHY | INFY |
|---|---|---|
| Company | Tata Consultancy Services Limited | Infosys Limited |
| Sector | Information Technology - IT Services | Information Technology - IT Services |
| Industry | N/A | N/A |
| Core business | Tata Consultancy Services (TCS) is India's largest IT services company by revenue, providing consulting, technology, and business process outsourcing to enterprise clients globally under the Tata Group conglomerate umbrella. | Infosys is India's second-largest IT services company by revenue, providing consulting, technology, outsourcing, and digital transformation services to enterprise clients globally, with NYSE-listed ADRs providing U.S. investor access. |
| Investor focus | Investors (primarily through OTC ADR trading in the U.S.) track TCS's revenue growth, deal total contract value wins, employee headcount as a leading growth indicator, and operating margin trajectory. | Investors track Infosys' quarterly revenue guidance, large deal TCV wins, attrition and utilization trends, and margin trajectory across its diverse service lines. |
- →India's largest IT services company by revenue with the deepest and broadest enterprise client relationships
- →Part of the Tata Group conglomerate provides reputational stability and back-office advantages
- →Strong attrition management and employee retention relative to peers
- →Second-largest Indian IT services company with NYSE-listed ADRs providing easy U.S. investor access
- →Regular quarterly revenue guidance provides earnings visibility above peers
- →Strong reputation for consulting and digital transformation alongside traditional outsourcing
- →TCS shares trade OTC in the U.S. as an unsponsored ADR, with less liquidity and reporting than a direct listing
- →Scale makes maintaining high percentage revenue growth rates structurally harder than smaller peers
- →IT services spending is sensitive to global economic conditions and enterprise technology budgets
- →Revenue growth has moderated from post-pandemic highs toward more normalized IT spending
- →Faces direct competition from TCS for large enterprise clients and deals
- →Attrition trends and wage inflation affect delivery margins and headcount planning
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