Cognizant Technology Solutions Corp Class A (CTSH)vsInfosys Ltd ADR (INFY)
CTSH
Cognizant Technology Solutions Corp Class A
$52.43
-0.89%
TECHNOLOGY · Cap: $24.80B
INFY
Infosys Ltd ADR
$12.48
+0.16%
TECHNOLOGY · Cap: $50.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 6% more annual revenue ($21.41B vs $20.16B). INFY leads profitability with a 16.4% profit margin vs 10.4%. CTSH appears more attractively valued with a PEG of 0.87. CTSH earns a higher WallStSmart Score of 67/100 (B-).
CTSH
Strong Buy67
out of 100
Grade: B-
INFY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.9%
Fair Value
$307.26
Current Price
$52.43
$254.83 discount
Margin of Safety
+85.0%
Fair Value
$105.23
Current Price
$12.48
$92.75 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
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 20.9%
Areas to Watch
3.6% earnings growth
Weak financial health signals
Expensive relative to growth rate
Trading at 10.9x 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 0.87 suggests the stock is reasonably priced for its growth.
Bull Case : INFY
The strongest argument for INFY centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 16.4% and operating margin at 20.9%.
Bear Case : CTSH
The primary concerns for CTSH are EPS Growth, Piotroski F-Score.
Bear Case : INFY
The primary concerns for INFY are PEG Ratio, Price/Book.
Key Dynamics to Monitor
CTSH profiles as a value stock while INFY is a mature play — different risk/reward profiles.
CTSH carries more volatility with a beta of 0.98 — expect wider price swings.
INFY is growing revenue faster at 6.6% — sustainability is the question.
INFY generates stronger free cash flow (833M), providing more financial flexibility.
Bottom Line
CTSH scores higher overall (67/100 vs 58/100). INFY offers better value entry with a 85.0% 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.
Infosys Ltd ADR
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Infosys Limited offers next generation digital consulting, technology, outsourcing and services in North America, Europe, India and internationally. The company is headquartered in Bengaluru, India.
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