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INFY vs. ERIC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between INFY and ERIC is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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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Key characteristics

Sharpe Ratio

INFY:

0.38

ERIC:

1.75

Sortino Ratio

INFY:

0.71

ERIC:

2.41

Omega Ratio

INFY:

1.09

ERIC:

1.36

Calmar Ratio

INFY:

0.28

ERIC:

0.65

Martin Ratio

INFY:

0.79

ERIC:

9.05

Ulcer Index

INFY:

11.86%

ERIC:

6.60%

Daily Std Dev

INFY:

26.60%

ERIC:

33.53%

Max Drawdown

INFY:

-90.32%

ERIC:

-98.60%

Current Drawdown

INFY:

-24.96%

ERIC:

-87.26%

Fundamentals

Market Cap

INFY:

$75.76B

ERIC:

$29.12B

EPS

INFY:

$0.76

ERIC:

$0.05

PE Ratio

INFY:

24.00

ERIC:

175.40

PEG Ratio

INFY:

2.82

ERIC:

3.53

PS Ratio

INFY:

3.93

ERIC:

0.12

PB Ratio

INFY:

6.75

ERIC:

3.31

Total Revenue (TTM)

INFY:

$19.27B

ERIC:

$249.58B

Gross Profit (TTM)

INFY:

$5.87B

ERIC:

$113.71B

EBITDA (TTM)

INFY:

$4.51B

ERIC:

$46.20B

Returns By Period

In the year-to-date period, INFY achieves a -17.15% return, which is significantly lower than ERIC's 11.71% return. Over the past 10 years, INFY has outperformed ERIC with an annualized return of 11.81%, while ERIC has yielded a comparatively lower 0.39% annualized return.


INFY

YTD

-17.15%

1M

9.53%

6M

-17.42%

1Y

10.16%

3Y*

1.68%

5Y*

17.81%

10Y*

11.81%

ERIC

YTD

11.71%

1M

8.71%

6M

12.69%

1Y

58.32%

3Y*

9.00%

5Y*

3.40%

10Y*

0.39%

*Annualized

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Infosys Limited

Risk-Adjusted Performance

INFY vs. ERIC — Risk-Adjusted Performance Rank

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

INFY
The Risk-Adjusted Performance Rank of INFY is 6262
Overall Rank
The Sharpe Ratio Rank of INFY is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of INFY is 5858
Sortino Ratio Rank
The Omega Ratio Rank of INFY is 5757
Omega Ratio Rank
The Calmar Ratio Rank of INFY is 6565
Calmar Ratio Rank
The Martin Ratio Rank of INFY is 6161
Martin Ratio Rank

ERIC
The Risk-Adjusted Performance Rank of ERIC is 8989
Overall Rank
The Sharpe Ratio Rank of ERIC is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of ERIC is 9090
Sortino Ratio Rank
The Omega Ratio Rank of ERIC is 9191
Omega Ratio Rank
The Calmar Ratio Rank of ERIC is 7676
Calmar Ratio Rank
The Martin Ratio Rank of ERIC is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

INFY vs. ERIC - Risk-Adjusted Performance 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.


The current INFY Sharpe Ratio is 0.38, which is lower than the ERIC Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of INFY and ERIC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

INFY vs. ERIC - Dividend Comparison

INFY's dividend yield for the trailing twelve months is around 3.21%, more than ERIC's 2.95% yield.


TTM20242023202220212020201920182017201620152014
INFY
Infosys Limited
3.21%2.66%2.33%2.24%1.59%1.70%3.10%3.45%5.12%2.53%2.30%8.11%
ERIC
Telefonaktiebolaget LM Ericsson (publ)
2.95%3.20%4.01%4.22%2.12%1.33%1.23%1.35%1.67%7.36%4.07%3.79%

Drawdowns

INFY vs. ERIC - Drawdown Comparison

The maximum INFY drawdown since its inception was -90.32%, smaller than the maximum ERIC drawdown of -98.60%. Use the drawdown chart below to compare losses from any high point for INFY and ERIC. For additional features, visit the drawdowns tool.


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Volatility

INFY vs. ERIC - Volatility Comparison

Infosys Limited (INFY) has a higher volatility of 7.94% compared to Telefonaktiebolaget LM Ericsson (publ) (ERIC) at 5.02%. 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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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


0.0020.00B40.00B60.00B80.00B20212022202320242025
4.72B
55.03B
(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%20212022202320242025
30.2%
48.2%
(INFY) Gross Margin
(ERIC) Gross Margin
INFY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Infosys Limited reported a gross profit of 1.43B and revenue of 4.72B. Therefore, the gross margin over that period was 30.2%.

ERIC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Telefonaktiebolaget LM Ericsson (publ) reported a gross profit of 26.54B and revenue of 55.03B. Therefore, the gross margin over that period was 48.2%.

INFY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Infosys Limited reported an operating income of 1.00B and revenue of 4.72B, resulting in an operating margin of 21.2%.

ERIC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Telefonaktiebolaget LM Ericsson (publ) reported an operating income of 5.89B and revenue of 55.03B, 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 May 2025, Infosys Limited reported a net income of 811.88M and revenue of 4.72B, resulting in a net margin of 17.2%.

ERIC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Telefonaktiebolaget LM Ericsson (publ) reported a net income of 4.15B and revenue of 55.03B, resulting in a net margin of 7.5%.