- Both companies are well positioned in the industry, and poised to gain from IT spending in financial and tech sectors.
- EPAM's business is more diversified, with lower margins. LXFT is highly concentrated, but more profitable.
- Valuation seems to speak more in favor of EPAM.
Luxoft (NYSE:LXFT) and EPAM Systems (NYSE:EPAM) are providers of software development services and IT solutions to a global client base consisting primarily of large multinational corporations mainly in Western Europe and North America.
Full article at Seeking Alpha: http://seekingalpha.com/article/3514316-luxoft-and-epam-systems-battle-of-it-outsourcers
- EPAM's business is more diversified, with lower margins. LXFT is highly concentrated, but more profitable.
- Valuation seems to speak more in favor of EPAM.
Luxoft (NYSE:LXFT) and EPAM Systems (NYSE:EPAM) are providers of software development services and IT solutions to a global client base consisting primarily of large multinational corporations mainly in Western Europe and North America.
Full article at Seeking Alpha: http://seekingalpha.com/article/3514316-luxoft-and-epam-systems-battle-of-it-outsourcers
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