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INFY vs. ERIC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

INFY vs. ERIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Infosys Limited (INFY) and Telefonaktiebolaget LM Ericsson (publ) (ERIC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, INFY achieves a -31.03% return, which is significantly lower than ERIC's 3.11% return. Over the past 10 years, INFY has outperformed ERIC with an annualized return of 6.83%, while ERIC has yielded a comparatively lower 5.79% annualized return.


INFY

1D
0.67%
1M
7.80%
6M
-30.09%
YTD
-31.03%
1Y
-23.97%
3Y*
-7.66%
5Y*
-8.98%
10Y*
6.83%
ALL TIME*
13.52%

ERIC

1D
0.41%
1M
-9.08%
6M
-7.87%
YTD
3.11%
1Y
39.83%
3Y*
29.69%
5Y*
0.49%
10Y*
5.79%
ALL TIME*
4.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$143.89M$174.55M$138.11M
$341.83M$299.75M$256.17M

INFY vs. ERIC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INFY
Infosys Limited
-31.03%-16.30%23.06%4.78%-27.29%52.20%68.33%11.89%21.62%12.39%
ERIC
Telefonaktiebolaget LM Ericsson (publ)
3.11%24.14%33.36%13.40%-44.43%-7.26%38.51%0.17%35.45%16.57%

Correlation

The correlation between INFY and ERIC is 0.11, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.11

Correlation (3Y)
Balances recent behavior with more history.

0.23

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.32

Correlation (10Y)
Provides a long-term view across more market conditions.

0.31

Correlation (All Time)
Calculated using the full available price history since Mar 11, 1999

0.36

Over the past year, the correlation between INFY and ERIC has dropped to 0.11 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

INFY:

$48.81B

ERIC:

$32.21B

EPS

INFY:

$0.81

ERIC:

SEK 7.34

PE Ratio

INFY:

14.90

ERIC:

12.76

PEG Ratio

INFY:

3.35

ERIC:

0.00

PS Ratio

INFY:

2.44

ERIC:

1.36

PB Ratio

INFY:

5.12

ERIC:

3.00

Total Revenue (TTM)

INFY:

$20.30B

ERIC:

SEK 228.76B

Gross Profit (TTM)

INFY:

$6.15B

ERIC:

SEK 110.10B

EBITDA (TTM)

INFY:

$4.89B

ERIC:

SEK 42.03B

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Return for Risk

INFY vs. ERIC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

INFY
INFY Risk / Return Rank: 1919
Overall Rank
INFY Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
INFY Sortino Ratio Rank: 1616
Sortino Ratio Rank
INFY Omega Ratio Rank: 1717
Omega Ratio Rank
INFY Calmar Ratio Rank: 2525
Calmar Ratio Rank
INFY Martin Ratio Rank: 2323
Martin Ratio Rank

ERIC
ERIC Risk / Return Rank: 7575
Overall Rank
ERIC Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
ERIC Sortino Ratio Rank: 7575
Sortino Ratio Rank
ERIC Omega Ratio Rank: 7777
Omega Ratio Rank
ERIC Calmar Ratio Rank: 7171
Calmar Ratio Rank
ERIC Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

INFY vs. ERIC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Infosys Limited (INFY) and Telefonaktiebolaget LM Ericsson (publ) (ERIC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


INFYERICDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-2.49

Omega ratioGain probability vs. loss probability

0.91

1.24

-0.34

Calmar ratioReturn relative to maximum drawdown

-0.54

1.26

-1.80

Martin ratioReturn relative to average drawdown

-0.98

4.27

-5.25

INFY vs. ERIC - Sharpe Ratio Comparison

The current INFY Sharpe Ratio is -0.66, which is lower than the ERIC Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of INFY and ERIC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

INFY vs. ERIC - Drawdown Comparison

The maximum INFY drawdown since its inception was -90.42%, smaller than the maximum ERIC drawdown of -98.59%. Use the drawdown chart below to compare losses from any high point for INFY and ERIC.


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Drawdown Indicators


INFYERICDifference

Max Drawdown

Largest peak-to-trough decline

-90.42%

-98.59%

+8.17%

Max Drawdown (1Y)

Largest decline over 1 year

-47.00%

-32.24%

-14.76%

Max Drawdown (3Y)

Largest decline over 3 years

-52.89%

-32.24%

-20.65%

Max Drawdown (5Y)

Largest decline over 5 years

-54.41%

-62.82%

+8.41%

Max Drawdown (10Y)

Largest decline over 10 years

-54.41%

-66.59%

+12.18%

Current Drawdown

Current decline from peak

-47.72%

-86.03%

+38.31%

Average Drawdown

Average peak-to-trough decline

-34.58%

-67.83%

+33.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.96%

9.49%

+16.47%

Volatility

INFY vs. ERIC - Volatility Comparison

The current volatility for Infosys Limited (INFY) is 15.49%, while Telefonaktiebolaget LM Ericsson (publ) (ERIC) has a volatility of 17.37%. This indicates that INFY experiences smaller price fluctuations and is considered to be less risky than ERIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


INFYERICDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.49%

17.37%

-1.88%

Volatility (6M)

Calculated over the trailing 6-month period

32.15%

28.56%

+3.59%

Volatility (1Y)

Calculated over the trailing 1-year period

38.79%

38.91%

-0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.26%

35.12%

-5.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.83%

35.43%

-6.60%

Dividends

INFY vs. ERIC - Dividend Comparison

INFY's dividend yield for the trailing twelve months is around 4.32%, more than ERIC's 3.19% yield.


PositionTTM20252024202320222021202020192018201720162015
ERIC
Telefonaktiebolaget LM Ericsson (publ)
3.19%3.04%3.22%4.07%4.22%2.15%1.36%1.24%1.42%1.67%5.14%5.30%
INFY
Infosys Limited
4.32%2.91%2.66%2.33%2.24%1.58%1.71%3.10%3.43%2.52%2.26%2.12%

Financials

INFY vs. ERIC - Financials Comparison

This section allows you to compare key financial metrics between Infosys Limited and Telefonaktiebolaget LM Ericsson (publ). You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

INFY vs. ERIC - Profitability Comparison

The chart below illustrates the profitability comparison between Infosys Limited and Telefonaktiebolaget LM Ericsson (publ) over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

INFY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Infosys Limited reported a gross profit of 1.60B and revenue of 5.08B. Therefore, the gross margin over that period was 31.5%.

ERIC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Telefonaktiebolaget LM Ericsson (publ) reported a gross profit of 26.27B and revenue of 54.32B. Therefore, the gross margin over that period was 48.4%.

INFY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Infosys Limited reported an operating income of 1.07B and revenue of 5.08B, resulting in an operating margin of 21.1%.

ERIC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Telefonaktiebolaget LM Ericsson (publ) reported an operating income of 6.69B and revenue of 54.32B, resulting in an operating margin of 12.3%.

INFY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Infosys Limited reported a net income of 819.00M and revenue of 5.08B, resulting in a net margin of 16.1%.

ERIC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Telefonaktiebolaget LM Ericsson (publ) reported a net income of 4.17B and revenue of 54.32B, resulting in a net margin of 7.7%.


Frequently Asked Questions


INFY and ERIC have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ERIC has higher volatility (17.37%) compared to INFY (15.49%). In terms of maximum drawdown, INFY dropped -90.42% vs ERIC's -98.59%.

ERIC currently has the higher Sharpe Ratio (1.04 vs -0.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for INFY and ERIC

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