Cognizant Technology Solutions Corp Class A (CTSH)vsExlService Holdings Inc (EXLS)
CTSH
Cognizant Technology Solutions Corp Class A
$53.21
-0.36%
TECHNOLOGY · Cap: $24.68B
EXLS
ExlService Holdings Inc
$29.38
+0.87%
TECHNOLOGY · Cap: $4.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 892% more annual revenue ($21.41B vs $2.16B). EXLS leads profitability with a 11.7% profit margin vs 10.4%. CTSH appears more attractively valued with a PEG of 0.85. CTSH earns a higher WallStSmart Score of 67/100 (B-).
CTSH
Strong Buy67
out of 100
Grade: B-
EXLS
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.8%
Fair Value
$270.97
Current Price
$53.21
$217.76 discount
Margin of Safety
+69.9%
Fair Value
$95.75
Current Price
$29.38
$66.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Every $100 of equity generates 32 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
3.6% earnings growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, Debt/Equity, Altman Z-Score. PEG of 0.85 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, Debt/Equity. Revenue growth of 13.8% demonstrates continued momentum. PEG of 0.92 suggests the stock is reasonably priced for its growth.
Bear Case : CTSH
The primary concerns for CTSH are EPS Growth.
Bear Case : EXLS
The primary concerns for EXLS are Free Cash Flow.
Key Dynamics to Monitor
EXLS carries more volatility with a beta of 0.82 — expect wider price swings.
EXLS is growing revenue faster at 13.8% — sustainability is the question.
CTSH generates stronger free cash flow (198M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTSH scores higher overall (67/100 vs 65/100). EXLS offers better value entry with a 69.9% 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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