Cognizant Technology Solutions Corp Class A (CTSH)vsIngram Micro Holding Corporation (INGM)
CTSH
Cognizant Technology Solutions Corp Class A
$51.68
-0.50%
TECHNOLOGY · Cap: $24.57B
INGM
Ingram Micro Holding Corporation
$27.20
+1.23%
TECHNOLOGY · Cap: $6.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Ingram Micro Holding Corporation generates 153% more annual revenue ($54.24B vs $21.41B). CTSH leads profitability with a 10.4% profit margin vs 0.7%. CTSH trades at a lower P/E of 11.3x. CTSH earns a higher WallStSmart Score of 67/100 (B-).
CTSH
Strong Buy67
out of 100
Grade: B-
INGM
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.7%
Fair Value
$304.80
Current Price
$51.68
$253.12 discount
Intrinsic value data unavailable for INGM.
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 44.8% YoY
Areas to Watch
3.6% earnings growth
Weak financial health signals
0.7% margin — thin
Operating margin of 1.7%
Negative free cash flow — burning cash
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 : INGM
The strongest argument for INGM centers on Altman Z-Score, Debt/Equity, P/E Ratio. Revenue growth of 13.7% demonstrates continued momentum.
Bear Case : CTSH
The primary concerns for CTSH are EPS Growth, Piotroski F-Score.
Bear Case : INGM
The primary concerns for INGM are Profit Margin, Operating Margin, Free Cash Flow. Thin 0.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
INGM is growing revenue faster at 13.7% — 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 57/100). 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.
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.
Ingram Micro Holding Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Ingram Micro Holding Corporation (INGM) is a prominent global distributor specializing in information technology products and supply chain solutions, with an emphasis on transformative services such as cloud computing, mobility, and automation. The company boasts a robust operational presence across key markets in North America, Europe, and Asia, catering to a diverse clientele that includes both small businesses and large enterprises. By fostering a comprehensive partner ecosystem, Ingram Micro facilitates digital transformation for its customers while maintaining a strong commitment to technological enablement. Its strategic agility within the rapidly changing digital landscape positions Ingram Micro as a compelling investment opportunity for institutional investors seeking growth within the technology sector.
Visit Website →Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
Want to dig deeper into these stocks?