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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 -30.08% return, which is significantly lower than ERIC's 38.32% return. Over the past 10 years, INFY has underperformed ERIC with an annualized return of 5.18%, while ERIC has yielded a comparatively higher 8.27% annualized return.


INFY

1D
-4.74%
1M
1.80%
YTD
-30.08%
6M
-29.45%
1Y
-29.88%
3Y*
-5.32%
5Y*
-6.20%
10Y*
5.18%

ERIC

1D
-4.22%
1M
13.16%
YTD
38.32%
6M
37.90%
1Y
60.00%
3Y*
41.47%
5Y*
3.79%
10Y*
8.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

INFY vs. ERIC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
INFY
Infosys Limited
-30.08%-16.30%23.06%4.78%-27.29%52.20%68.33%11.89%21.62%12.39%
ERIC
Telefonaktiebolaget LM Ericsson (publ)
38.32%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 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.33

Correlation (10Y)
Calculated over the trailing 10-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Mar 12, 1999

0.36

Over the past year, the correlation between INFY and ERIC has dropped to 0.10 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

INFY:

$49.79B

ERIC:

$43.99B

EPS

INFY:

$0.80

ERIC:

$7.42

PE Ratio

INFY:

15.54

ERIC:

1.77

PEG Ratio

INFY:

2.66

ERIC:

0.00

PS Ratio

INFY:

2.55

ERIC:

0.19

PB Ratio

INFY:

5.09

ERIC:

0.43

Total Revenue (TTM)

INFY:

$20.16B

ERIC:

$229.49B

Gross Profit (TTM)

INFY:

$6.08B

ERIC:

$110.27B

EBITDA (TTM)

INFY:

$4.61B

ERIC:

$46.17B

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Return for Risk

INFY vs. ERIC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

INFY
INFY Risk / Return Rank: 99
Overall Rank
INFY Sharpe Ratio Rank: 77
Sharpe Ratio Rank
INFY Sortino Ratio Rank: 99
Sortino Ratio Rank
INFY Omega Ratio Rank: 1010
Omega Ratio Rank
INFY Calmar Ratio Rank: 1414
Calmar Ratio Rank
INFY Martin Ratio Rank: 66
Martin Ratio Rank

ERIC
ERIC Risk / Return Rank: 8585
Overall Rank
ERIC Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
ERIC Sortino Ratio Rank: 8484
Sortino Ratio Rank
ERIC Omega Ratio Rank: 8686
Omega Ratio Rank
ERIC Calmar Ratio Rank: 8686
Calmar Ratio Rank
ERIC Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


INFYERICDifference
Sharpe ratioReturn per unit of total volatility

-2.59

Sortino ratioReturn per unit of downside risk

-3.88

Omega ratioGain probability vs. loss probability

0.86

1.37

-0.51

Calmar ratioReturn relative to maximum drawdown

-0.71

3.82

-4.53

Martin ratioReturn relative to average drawdown

-1.45

9.84

-11.29

INFY vs. ERIC - Sharpe Ratio Comparison

The current INFY Sharpe Ratio is -0.86, which is lower than the ERIC Sharpe Ratio of 1.73. 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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Sharpe Ratios by Period


INFYERICDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.86

1.73

-2.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.22

0.11

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

0.24

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.12

+0.17

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

-42.33%

-15.79%

-26.54%

Max Drawdown (3Y)

Largest decline over 3 years

-48.74%

-22.61%

-26.13%

Max Drawdown (5Y)

Largest decline over 5 years

-50.40%

-63.96%

+13.56%

Max Drawdown (10Y)

Largest decline over 10 years

-50.40%

-66.59%

+16.19%

Current Drawdown

Current decline from peak

-47.00%

-81.26%

+34.26%

Average Drawdown

Average peak-to-trough decline

-34.49%

-67.76%

+33.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.60%

6.12%

+14.48%

Volatility

INFY vs. ERIC - Volatility Comparison

Infosys Limited (INFY) has a higher volatility of 13.29% compared to Telefonaktiebolaget LM Ericsson (publ) (ERIC) at 11.58%. This indicates that INFY's price experiences larger fluctuations and is considered to be riskier 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

13.29%

11.58%

+1.71%

Volatility (6M)

Calculated over the trailing 6-month period

30.34%

22.74%

+7.60%

Volatility (1Y)

Calculated over the trailing 1-year period

34.70%

34.92%

-0.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.12%

34.38%

-6.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.47%

35.15%

-6.68%

Dividends

INFY vs. ERIC - Dividend Comparison

INFY's dividend yield for the trailing twelve months is around 2.10%, less than ERIC's 2.38% yield.


PositionTTM20252024202320222021202020192018201720162015
ERIC
Telefonaktiebolaget LM Ericsson (publ)
2.38%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
2.10%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


0.0020.00B40.00B60.00B80.00B20222023202420252026
5.04B
51.13B
(INFY) Total Revenue
(ERIC) Total Revenue
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

30.0%35.0%40.0%45.0%50.0%20222023202420252026
30.9%
48.1%
Portfolio components
INFY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Infosys Limited reported a gross profit of 1.56B and revenue of 5.04B. Therefore, the gross margin over that period was 30.9%.

ERIC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Telefonaktiebolaget LM Ericsson (publ) reported a gross profit of 24.60B and revenue of 51.13B. Therefore, the gross margin over that period was 48.1%.

INFY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Infosys Limited reported an operating income of 1.06B and revenue of 5.04B, resulting in an operating margin of 20.9%.

ERIC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Telefonaktiebolaget LM Ericsson (publ) reported an operating income of 5.48B and revenue of 51.13B, resulting in an operating margin of 10.7%.

INFY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Infosys Limited reported a net income of 919.00M and revenue of 5.04B, resulting in a net margin of 18.2%.

ERIC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Telefonaktiebolaget LM Ericsson (publ) reported a net income of 920.33M and revenue of 51.13B, resulting in a net margin of 1.8%.


Frequently Asked Questions


INFY and ERIC have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INFY has higher volatility (13.29%) compared to ERIC (11.58%). In terms of maximum drawdown, INFY dropped -90.42% vs ERIC's -98.59%.

ERIC currently has the higher Sharpe Ratio (1.73 vs -0.86), 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.

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