Cognizant Technology Solutions Corp Class A (CTSH)vsLeidos Holdings Inc (LDOS)
CTSH
Cognizant Technology Solutions Corp Class A
$61.88
+0.05%
TECHNOLOGY · Cap: $26.99B
LDOS
Leidos Holdings Inc
$130.96
+1.24%
TECHNOLOGY · Cap: $16.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 23% more annual revenue ($21.64B vs $17.63B). CTSH leads profitability with a 10.3% profit margin vs 7.8%. 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-
LDOS
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.5%
Fair Value
$277.89
Current Price
$61.88
$216.01 discount
Intrinsic value data unavailable for LDOS.
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 26 in profit
Attractively priced relative to earnings
Areas to Watch
4.5% revenue growth
3.8% earnings growth
Expensive relative to growth rate
7.8% margin — thin
Elevated debt levels
Earnings declined 6.7%
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 : LDOS
The strongest argument for LDOS centers on Return on Equity, P/E Ratio.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, EPS Growth.
Bear Case : LDOS
The primary concerns for LDOS are PEG Ratio, Profit Margin, Debt/Equity.
Key Dynamics to Monitor
CTSH carries more volatility with a beta of 0.83 — expect wider price swings.
LDOS is growing revenue faster at 7.2% — sustainability is the question.
LDOS generates stronger free cash flow (761M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTSH scores higher overall (65/100 vs 58/100). 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.
Leidos Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Leidos, formerly known as Science Applications International Corporation (SAIC), is an American defense, aviation, information technology (Lockheed Martin IS&GS), and biomedical research company headquartered in Reston, Virginia, that provides scientific, engineering, systems integration, and technical services.
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