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

Persistent Systems, TCS, and Infosys represent varying facets of the IT services industry—from Persistent’s specialized, focused approach to the broad, diversified strategies of TCS and Infosys. While TCS and Infosys dominate in scale and breadth, Persistent carves out its niche with depth and expertise, showcasing the diverse strategies companies can adopt to thrive in the competitive technology services landscape.