CDW Corp (CDW)vsCognizant Technology Solutions Corp Class A (CTSH)
CDW
CDW Corp
$135.81
-4.34%
TECHNOLOGY · Cap: $18.88B
CTSH
Cognizant Technology Solutions Corp Class A
$57.67
+1.37%
TECHNOLOGY · Cap: $26.18B
Smart Verdict
WallStSmart Research — data-driven comparison
CDW Corp generates 6% more annual revenue ($22.90B vs $21.64B). CTSH leads profitability with a 10.3% profit margin vs 4.7%. CTSH appears more attractively valued with a PEG of 0.88. CTSH earns a higher WallStSmart Score of 65/100 (B-).
CDW
Buy59
out of 100
Grade: C
CTSH
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.4%
Fair Value
$135.52
Current Price
$135.81
$0.29 discount
Margin of Safety
+73.7%
Fair Value
$269.10
Current Price
$57.67
$211.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
4.7% margin — thin
Weak financial health signals
Elevated debt levels
4.5% revenue growth
3.8% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : CDW
The strongest argument for CDW centers on Return on Equity. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, Debt/Equity, Altman Z-Score. PEG of 0.88 suggests the stock is reasonably priced for its growth.
Bear Case : CDW
The primary concerns for CDW are Altman Z-Score, Profit Margin, Piotroski F-Score. Debt-to-equity of 2.41 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CDW carries more volatility with a beta of 0.96 — expect wider price swings.
CDW is growing revenue faster at 9.2% — sustainability is the question.
CDW generates stronger free cash flow (248M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTSH scores higher overall (65/100 vs 59/100). 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.
CDW Corp
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
CDW Corporation, headquartered in Lincolnshire, Illinois, is a provider of technology products and services for business, government and education.
Visit Website →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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