Cognizant Technology Solutions Corp Class A (CTSH)vsSeagate Technology PLC (STX)
CTSH
Cognizant Technology Solutions Corp Class A
$62.07
+0.84%
TECHNOLOGY · Cap: $29.96B
STX
Seagate Technology PLC
$411.23
-5.38%
TECHNOLOGY · Cap: $97.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 110% more annual revenue ($21.11B vs $10.06B). STX leads profitability with a 19.6% profit margin vs 10.6%. STX appears more attractively valued with a PEG of 0.67. STX earns a higher WallStSmart Score of 72/100 (B).
CTSH
Strong Buy71
out of 100
Grade: B
STX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.1%
Fair Value
$192.25
Current Price
$62.07
$130.18 discount
Margin of Safety
+1.9%
Fair Value
$415.12
Current Price
$411.23
$3.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 22.1% YoY
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Areas to Watch
4.9% revenue growth
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 195.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, Price/Book, EPS Growth. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bull Case : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, Piotroski F-Score.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 49.0x leaves little room for execution misses.
Key Dynamics to Monitor
CTSH profiles as a value stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 1.65 — expect wider price swings.
STX is growing revenue faster at 21.5% — sustainability is the question.
CTSH generates stronger free cash flow (781M), providing more financial flexibility.
Bottom Line
STX scores higher overall (72/100 vs 71/100), backed by strong 19.6% margins and 21.5% revenue growth. CTSH offers better value entry with a 63.1% margin of safety. 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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