Consulting, managed services, IT outsourcing - Accenture, Infosys, TCS, Cognizant, IBM. People-intensive, but the best operators monetise IP + delivery scale.
Industry leader
Computer Age Management Services Limited CAMS.BO
Buffett-Fit: 83/100
IT services compete on talent retention + client-relationship depth + delivery efficiency. Accenture is the global gold standard; the Indian-heritage names (TCS, Infosys, Wipro) operate on lower-cost delivery + scale. ROIC above 20% with consistent revenue per employee growth is the quality screen.
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Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.