Value Investing

Mastek, Persistent Systems, KPIT, and Mphasis cater to different IT segments. KPIT leads in automotive software (high growth, expensive valuation). Persistent is strong in digital transformation, Mphasis in BFSI, and Mastek in cloud ERP (UK-focused). Persistent offers a balance of growth and valuation, while KPIT has industry tailwinds.

Value Investing

Coforge and Mphasis, while both active in the IT services domain, chart distinct paths with their focused strategies and operational ethos. Coforge’s targeted approach towards specific sectors, paired with strategic technological investments, sets it apart as a specialist. In contrast, Mphasis’s broad-based service array and commitment to digital innovation position it as a versatile player in the global IT landscape. Both firms demonstrate strong financials and market adaptability, underlining their resilience and strategic foresight in a dynamic industry.