Cognizant Technology Solutions Corp Class A (CTSH)vsExlService Holdings Inc (EXLS)
CTSH
Cognizant Technology Solutions Corp Class A
$60.00
+2.88%
TECHNOLOGY · Cap: $26.99B
EXLS
ExlService Holdings Inc
$35.26
+1.85%
TECHNOLOGY · Cap: $5.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 867% more annual revenue ($21.64B vs $2.24B). EXLS leads profitability with a 11.2% 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-).
CTSH
Strong Buy65
out of 100
Grade: B-
EXLS
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.6%
Fair Value
$279.04
Current Price
$60.00
$219.04 discount
Margin of Safety
+63.8%
Fair Value
$98.20
Current Price
$35.26
$62.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 32 in profit
Safe zone — low bankruptcy risk
Growing faster than its price suggests
15.6% revenue growth
Areas to Watch
4.5% revenue growth
3.8% earnings growth
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : EXLS
The strongest argument for EXLS centers on Return on Equity, Altman Z-Score, PEG Ratio. Revenue growth of 15.6% demonstrates continued momentum. PEG of 0.97 suggests the stock is reasonably priced for its growth.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, EPS Growth.
Bear Case : EXLS
No major red flags identified for EXLS, but monitor valuation.
Key Dynamics to Monitor
CTSH profiles as a value stock while EXLS is a growth play — different risk/reward profiles.
CTSH carries more volatility with a beta of 0.83 — expect wider price swings.
EXLS is growing revenue faster at 15.6% — sustainability is the question.
CTSH generates stronger free cash flow (459M), providing more financial flexibility.
Bottom Line
CTSH scores higher overall (65/100 vs 63/100). EXLS offers better value entry with a 63.8% margin of safety. 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.
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.
ExlService Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
ExlService Holdings, Inc. provides operations management and analysis services in the United States, the United Kingdom, and internationally. The company is headquartered in New York, New York.
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