Cognizant Technology Solutions Corp Class A (CTSH)vsMarvell Technology Group Ltd (MRVL)
CTSH
Cognizant Technology Solutions Corp Class A
$52.90
-3.29%
TECHNOLOGY · Cap: $26.16B
MRVL
Marvell Technology Group Ltd
$165.15
+5.48%
TECHNOLOGY · Cap: $144.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 158% more annual revenue ($21.11B vs $8.19B). MRVL leads profitability with a 32.6% profit margin vs 10.6%. CTSH appears more attractively valued with a PEG of 0.90. CTSH earns a higher WallStSmart Score of 73/100 (B).
CTSH
Strong Buy73
out of 100
Grade: B
MRVL
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.4%
Fair Value
$300.86
Current Price
$52.90
$247.96 discount
Intrinsic value data unavailable for MRVL.
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
Earnings expanding 22.1% YoY
Keeps 33 of every $100 in revenue as profit
Earnings expanding 106.3% YoY
Large-cap with strong market position
Revenue surging 22.1% year-over-year
Areas to Watch
4.9% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 9.8x book value
Grey zone — moderate risk
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, PEG Ratio, Price/Book. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bull Case : MRVL
The strongest argument for MRVL centers on Profit Margin, EPS Growth, Market Cap. Profitability is solid with margins at 32.6% and operating margin at 18.7%. Revenue growth of 22.1% demonstrates continued momentum.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, Piotroski F-Score.
Bear Case : MRVL
The primary concerns for MRVL are PEG Ratio, Price/Book, Altman Z-Score. A P/E of 53.8x leaves little room for execution misses.
Key Dynamics to Monitor
CTSH profiles as a value stock while MRVL is a growth play — different risk/reward profiles.
MRVL carries more volatility with a beta of 1.82 — expect wider price swings.
MRVL is growing revenue faster at 22.1% — sustainability is the question.
CTSH generates stronger free cash flow (781M), providing more financial flexibility.
Bottom Line
CTSH scores higher overall (73/100 vs 66/100). 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.
Marvell Technology Group Ltd
TECHNOLOGY · SEMICONDUCTORS · USA
Marvell Technology, Inc. designs, develops, and sells analog, mixed-signal, digital signal processing, and integrated and independent integrated circuits. The company is headquartered in Wilmington, Delaware.
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