Cognizant Technology Solutions Corp Class A (CTSH)vsLeidos Holdings Inc (LDOS)
CTSH
Cognizant Technology Solutions Corp Class A
$52.43
-0.89%
TECHNOLOGY · Cap: $24.80B
LDOS
Leidos Holdings Inc
$149.23
+0.01%
TECHNOLOGY · Cap: $18.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 25% more annual revenue ($21.41B vs $17.17B). CTSH leads profitability with a 10.4% profit margin vs 8.4%. 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-
LDOS
Buy57
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
+2.5%
Fair Value
$177.43
Current Price
$149.23
$28.20 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
Attractively priced relative to earnings
Areas to Watch
3.6% earnings growth
Weak financial health signals
Expensive relative to growth rate
Elevated debt levels
Revenue declined 3.6%
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 : LDOS
The strongest argument for LDOS centers on Return on Equity, P/E Ratio.
Bear Case : CTSH
The primary concerns for CTSH are EPS Growth, Piotroski F-Score.
Bear Case : LDOS
The primary concerns for LDOS are PEG Ratio, Debt/Equity, Revenue Growth.
Key Dynamics to Monitor
CTSH carries more volatility with a beta of 0.98 — expect wider price swings.
CTSH is growing revenue faster at 5.8% — sustainability is the question.
LDOS generates stronger free cash flow (452M), 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.
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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