EPAM Systems Inc vs Illumina, Inc. — how do they compare? EPAM Systems Inc trades at $112.95 (market cap $5.87B), while Illumina, Inc. trades at $268.39 (market cap $39.95B). The key difference: Illumina, Inc. is far larger — about 6.8× EPAM Systems Inc's market cap, and Illumina, Inc. is trading nearer its 52-week high, EPAM Systems Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold EPAM Systems Inc for 37 Days and Illumina, Inc. for 83 Days on average.
| EPAM | ILMN | |
|---|---|---|
Market Cap | $5.87B | $39.95B |
Volume | 847,420 | 3,169,503 |
Sector | Technology | Health |
52-Week High | $221.40 | $293.69 |
52-Week Low | $76.04 | $91.00 |
Typical Hold Time | 37 Days | 83 Days |
Enterprise Value | $5.24B | $41.31B |
Signals from Pluang's Aura AI — not financial advice
EPAM Systems trades at $114.00, up 5.24% today, with a bearish technical signal but strong fundamentals. Recent earnings have consistently beaten estimates, with Q2 2026 EPS of $3.38 surpassing the $3.16 expectation. Revenue grew to $5.46 billion in 2025, though net income margin compressed to 6.92%. The company maintains solid cash flow from operations of $654.93 million and a healthy balance sheet with $1.29 billion in cash.
The outlook is mixed; analyst consensus is a Buy with a $119.00 price target, but near-term revenue headwinds and AI disruption risks persist. Investment opportunity lies in attractive valuation multiples (P/E 15.45, EV/EBITDA 7.25) and potential share repurchases urged by activists. Key risks include slower North American growth and competitive pressures in digital transformation services.
Illumina (ILMN) trades at $267.76, down 2.11% today but remains near recent highs after a strong 94.9% YTD rally. The stock shows bullish technical momentum with recent earnings beats and improved profitability, with net income turning positive to $850 million in 2025 after previous losses. S&P 500 inclusion in September 2026 and growing AI integration in genomics provide positive catalysts, though valuation metrics remain elevated with a P/E of 49.36.
Outlook remains positive with analyst consensus favoring Buy ratings (54%) and a $241 price target, though current price exceeds consensus. Key opportunities include sequencing growth and AI adoption, while risks include China headwinds, margin pressure, and high valuation multiples requiring sustained execution to justify premium pricing.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
EPAM Systems Inc provides software product development and digital platform engineering services to clients located around the world. The company services include Software Product Development, Custom Application Development, Application Testing, Enterprise Application Platforms, Application Maintenance, and Support and Infrastructure Management. The company focuses on innovative and scalable software solutions. The company uses industry standard and custom developed technology, tools, and platforms to deliver results to handle business challenges. The company primarily offers its solutions in the following industries: financial services, travel and consumer, software and hi-tech, life sciences and healthcare. The majority of revenue is generated from North American clients.
Read more on EPAM →Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →