Broadridge Financial Solutions Inc (BR)vsCognizant Technology Solutions Corp Class A (CTSH)
BR
Broadridge Financial Solutions Inc
$167.74
-0.30%
TECHNOLOGY · Cap: $19.50B
CTSH
Cognizant Technology Solutions Corp Class A
$60.00
+2.88%
TECHNOLOGY · Cap: $26.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 189% more annual revenue ($21.64B vs $7.48B). BR leads profitability with a 15.0% profit margin vs 10.3%. CTSH appears more attractively valued with a PEG of 0.91. CTSH earns a higher WallStSmart Score of 65/100 (B-).
BR
Buy62
out of 100
Grade: C+
CTSH
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-20.1%
Fair Value
$139.57
Current Price
$167.74
$28.17 premium
Margin of Safety
+74.6%
Fair Value
$279.04
Current Price
$60.00
$219.04 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Attractively priced relative to earnings
Strong operational efficiency at 24.6%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
4.5% revenue growth
3.8% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : BR
The strongest argument for BR centers on Return on Equity, P/E Ratio, Operating Margin.
Bull Case : CTSH
The strongest argument for CTSH centers on Altman Z-Score, Debt/Equity, PEG Ratio. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bear Case : BR
The primary concerns for BR are PEG Ratio, Debt/Equity.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BR carries more volatility with a beta of 0.91 — expect wider price swings.
BR is growing revenue faster at 7.5% — sustainability is the question.
BR generates stronger free cash flow (679M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTSH scores higher overall (65/100 vs 62/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Broadridge Financial Solutions Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Broadridge Financial Solutions is a public corporate services company founded in 2007 as a spin-off from Automatic Data Processing. The main business of Broadridge is as a service provider supplying public companies with proxy statements, annual reports and other financial documents, and shareholder communications solutions, such as virtual annual meetings.
Cognizant Technology Solutions Corp Class A
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Cognizant is an American multinational technology company that provides business consulting, information technology and outsourcing services. It is headquartered in Teaneck, New Jersey, United States.
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