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COFORGE

Coforge Ltd. · Technology · IT Services & Consulting · Mid Cap

STRONG BUY with net score +13 (+13 buy, −0 sell). Strongest positive: VR Stock Rating Strong (weight 4). 6 BUY rules fire total. P/E is 13% below its 5Y median — historically cheap. P/B is 71% below its 5Y median — verify median isn't skewed by past spikes.

Engine Verdict

Strong Buy
Score
+13
Buy
+13
Sell
−0
Veto

Price Context

Current Price
₹1,492.90
1M
+7.63%
1Y
-19.82%
3Y
+18.38%
5Y
+12.88%
52W Low ₹1,008.10Now ₹1,492.9052W High ₹1,994.00

Price History (Yahoo) with Your Decisions

18/0724/0901/1204/0216/0425/061,0691,3191,5691,8191,978

Returns Profile

1M1Y3Y5Y-20%-10%0%10%20%

VR Score Radar (out of 10)

QualityGrowthValuationMomentum036910

Verdict Breakdown · 6 triggered / 21 active

VR Stock Rating StrongBUYw4
VR Stock Rating (1-5) ≥ 4 → 4.00
P/E Below Its 5Y MedianBUYw2
P/E vs Median % < 0 → -12.79
P/B Below Its 5Y MedianBUYw2
P/B vs Median % < 0 → -71.15
VR Valuation Score StrongBUYw2
VR Valuation Score (1-10) ≥ 6 → 6.00
Strong FCF YieldBUYw2
FCF Yield % > 5 → 6.87
Healthy Pullback EntryBUYw1
% off 52W High ≥ 15 → 25.13
Cheap on EV/EBITDABUYw2
EV / EBITDA < 12 → 21.85
Failed: EV / EBITDA = 21.85 is not < 12.
Cheap on Cash FlowBUYw2
Price / CFO < 15 → 53.71
Failed: Price / CFO = 53.71 is not < 15.
Growth at Reasonable PriceBUYw2
PEG < 1 → 1.40PEG > 0 → 1.40
Failed: PEG = 1.40 is not < 1.
Quality CompounderBUYw2
5Y Return % > 50 → 12.88VR Quality Score (1-10) ≥ 8 → 9.00
Failed: 5Y Return % = 12.88 is not > 50.

VR Proprietary Scores

VR Stock Rating
4 / 5 ⭐
Quality
9/10
Growth
6/10
Valuation
6/10
Momentum
2/10

Fundamentals

P/E
42.71
vs 5Y median 48.98 · -12.8%
P/B
2.50
vs 5Y median 8.67 · -71.2%
EV/EBITDA
21.85
Price / CFO
53.71
Price / Sales
4.05
PEG
1.40
From VR
Earning Yield %
3.52
From VR
Dividend Yield %
0.80
FCF / Share
102.52
→ FCF Yield 6.87%
EPS
49.40
Market Cap
66450.10 Cr
Enterprise Value
65995.54 Cr

Engine Zone Timeline · 2 runs

06-25
+13
06-26
+13
STRONG BUY
BUY
HOLD
SELL
STRONG SELL
AVOID

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Position Lifecycle · COFORGE

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Recent News · COFORGE

Coforge introduces new AI platform for insurers
The system is intended to shorten time to market without changing core systems.
Life Insurance International·24d ago
India's IT stocks head for worst day in 4 months on AI disruption worries; TCS plunges 9%
By Vivek Kumar M and Abhirami G June 3 (Reuters) - India's information technology stocks were headed for their worst day in four months on Wednesday as renewed concerns that artificial intelligence
Reuters·24d ago
Indian IT firm Mphasis sues Coforge in US court over alleged employee hiring, access to client data
BENGALURU, May 6 (Reuters) - Indian mid-tier software firm Mphasis has filed a lawsuit against rival Coforge in a U.S. court, claiming that the latter had hired its executives in violation of contract
Reuters·06 May 26
India's Coforge adds half a billion USD in market value on upbeat outlook
BENGALURU, May 6 (Reuters) - India's Coforge stock added more than $500 million in market capitalisation on Wednesday, closing 9.5% higher at 1,280 rupees, after the mid-tier IT firm forecast robust
Reuters·06 May 26
ServiceNow Partnerships Deepen AI Workflow Role Across Supply Chain And HR
ServiceNow (NYSE:NOW) is being adopted as an AI-driven enterprise platform by new ecosystem partners and customers. KODIS has launched ONYX by KODIS on ServiceNow for supply chain orchestration. BigPanda has introduced an elite Build Partner integration with ServiceNow focused on
Simply Wall St.·04 Apr 26
Coforge Ltd (BOM:532541) Q3 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
Coforge Ltd (BOM:532541) reports robust year-to-date dollar revenue growth of 32.8% and outlines strategic plans for continued expansion through the acquisition of Encora.
GuruFocus.com·23 Jan 26
India's Coforge to acquire Encora in $2.35 billion deal to boost AI offerings (Dec 26)
(Corrects paragraph 6 in Dec 26 story to say preference shares will be issued a premium of 8.5%, not 14.5%, to Friday's close) By Nandan Mandayam and Sai Ishwarbharath B Dec 26 (Reuters) - Indian IT
Reuters·29 Dec 25
India's Coforge beats second-quarter profit view on improved client spending
(Reuters) -Indian IT services firm Coforge reported a better-than-expected 86% surge in second-quarter profit as client spending picked up across the sector.
Reuters·24 Oct 25

Sector Peers

Comparing against 1 peer matched by industry: IT Services & Consulting
StockZonePriceMcapP/EP/BROE %ROCE %D/EEPS g%Div Y%1Y Ret %Quality
COFORGEYOU
Coforge Ltd.
Strong Buy1,492.90₹665B42.712.500.80-19.829/10
AURIONPROSOLUTIONS
Aurionpro Solutions Ltd.
Buy895.10₹49B23.532.830.45-30.057/10
Green = peer is better than you on that metric (lower for valuation, higher for quality/growth). Click any peer to deep-dive.

AI Deep Dive (Claude)

Daily quota: 0 / 5

Coforge Ltd. – Stock Analysis

Bull Case

Coforge screens exceptionally well on quality and valuation. The P/E of 42.7 is 12.8% below its 5-year median of 49.0, while the P/B of 2.50 sits 71% below its 5-year median of 8.67—an unusual discount suggesting either aggressive accounting changes or genuine undervaluation. The FCF yield of 6.87% is robust for an IT services firm, with free cash flow per share (₹102.5) comfortably exceeding EPS (₹49.4), indicating high-quality earnings. The stock trades 25.6% below its all-time high of ₹2,005, offering a healthy entry after correction. The VR Quality Score of 9.0/10 reinforces strong fundamentals. For a mid-cap with these metrics and a PEG of 1.40, the risk-reward appears favourable.

Bear Case

Critical profitability metrics are missing—ROE, ROCE, and Debt/Equity are all "n/a", making it impossible to assess capital efficiency or leverage risk. This is a red flag for due diligence. The Momentum Score of 2.0/10 signals weak near-term price action, corroborated by 1-year returns of -19.8%, suggesting sector or company-specific headwinds. Growth visibility is limited: the Growth Score of 6.0/10 and PEG of 1.40 indicate mid-single-digit expansion, unexciting for IT services. The sharp 71% drop in P/B versus its median warrants investigation—either past valuations were irrational or fundamental earning power has deteriorated. Without ROE/ROCE data, you're flying blind on capital allocation quality.

What Would Flip the Verdict

If ROE/ROCE data emerges below 15%, exit immediately—it would confirm the P/B collapse reflects permanent capital impairment, not temporary mispricing. If FCF yield drops below 4% for two consecutive quarters, it signals deteriorating cash conversion or aggressive capex; trim positions. If revenue growth decelerates below 8% YoY (monitor next quarterly results), the PEG of 1.40 becomes unattractive and the Growth Score of 6.0 unsustainable. Conversely, if the stock approaches ₹1,700 (P/E ~48, near 5Y median), consider partial profit-booking. Demand transparency on missing metrics in the next annual report—persistent "n/a" data is unacceptable for serious analysis.

Generated 6/26/2026, 5:10:19 PM · Cached. Click Regenerate to refresh (counts against today's quota).

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