Cognizant Technology Solutions Corp Class A (CTSH)vsAlphabet Inc Class C (GOOG)
CTSH
Cognizant Technology Solutions Corp Class A
$51.68
-0.50%
TECHNOLOGY · Cap: $24.57B
GOOG
Alphabet Inc Class C
$397.05
+0.44%
COMMUNICATION SERVICES · Cap: $4.79T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class C generates 1874% more annual revenue ($422.50B vs $21.41B). GOOG leads profitability with a 37.9% profit margin vs 10.4%. CTSH appears more attractively valued with a PEG of 0.85. GOOG earns a higher WallStSmart Score of 73/100 (B).
CTSH
Strong Buy67
out of 100
Grade: B-
GOOG
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.7%
Fair Value
$304.80
Current Price
$51.68
$253.12 discount
Margin of Safety
+2.2%
Fair Value
$404.18
Current Price
$397.05
$7.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Growing faster than its price suggests
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 39 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Areas to Watch
3.6% earnings growth
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, PEG Ratio, Price/Book. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bull Case : GOOG
The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
Bear Case : CTSH
The primary concerns for CTSH are EPS Growth, Piotroski F-Score.
Bear Case : GOOG
The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
CTSH profiles as a value stock while GOOG is a growth play — different risk/reward profiles.
GOOG carries more volatility with a beta of 1.27 — expect wider price swings.
GOOG is growing revenue faster at 21.8% — sustainability is the question.
GOOG generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOG scores higher overall (73/100 vs 67/100), backed by strong 37.9% margins and 21.8% revenue growth. CTSH offers better value entry with a 76.7% margin of safety. Both earn "Strong Buy" and "Strong 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.
Alphabet Inc Class C
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
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