Infosys Ltd ADR

INFY: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$95.00	Ldbwj	Nkbytsc

Infosys Is a Moaty Enabler of Enterprise AI

Julie Bhusal Sharma

Jul 18, 2024

Business Strategy and Outlook

Infosys is a leading global IT services vendor, with the typical menu of offerings from software implementation to digital transformation consulting to servicing entire business operations teams. We think Infosys has a narrow economic moat, similar to many of its peers, as we believe it benefits from switching costs and intangible assets, although we also see it benefiting from a cost advantage. While the company is experiencing labor shortages like the rest of the industry, we think its moat will be stable, and forays into higher-value industrials engineering will help ensure that Infosys does not miss out on substantial growth trends in the IT services industry.

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