Broadridge Financial Solutions Inc (BR) is undervalued and Infosys Ltd ADR (INFY) is undervalued.
Against our estimates of intrinsic value, INFY trades at the wider discount: a margin of safety of +76%, against +67% for BR.
Values as of the 22 Sept 2026 close.
A 8.0x revenue multiple, adjusted for growth and margin, values the shares at $499.58; the price of $163.02 is 67% below that value.
Leak Score 95/100 on 10 of 12 signals
A 8.8x revenue multiple, adjusted for growth and margin, values the shares at $44.68; the price of $10.76 is 76% below that value.
Leak Score 100/100 on 3 of 12 signals
| Metric | BR | INFY |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $163.02 | $10.76 |
| Intrinsic value | $499.58 | $44.68 |
| Margin of safety | +67% | +76% |
| Leak Score | 95/100 (10/12) | 100/100 (3/12) |
| Market cap | $18.6B | $43.7B |
| Revenue growth, 5 years | 7.8% | 8.4% |
| Operating margin | 17.6% | 20.7% |
| Net margin | 15.0% | 16.4% |
| Return on equity | 40.9% | 32.3% |
| Debt to equity | 1.24 | 0.10 |
| P/E | 16.9x | 13.2x |
| Forward P/E | 14.1x | 12.9x |
| P/B | 6.5x | 4.5x |
| Dividend yield | 2.6% | 5.8% |