Broadridge Financial Solutions Inc (BR)vsCognizant Technology Solutions Corp Class A (CTSH)
BR
Broadridge Financial Solutions Inc
$163.36
-0.77%
TECHNOLOGY · Cap: $19.22B
CTSH
Cognizant Technology Solutions Corp Class A
$59.79
-0.75%
TECHNOLOGY · Cap: $28.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 194% more annual revenue ($21.11B vs $7.18B). BR leads profitability with a 14.9% profit margin vs 10.6%. CTSH appears more attractively valued with a PEG of 1.02. CTSH earns a higher WallStSmart Score of 71/100 (B).
BR
Strong Buy66
out of 100
Grade: B-
CTSH
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.4%
Fair Value
$423.07
Current Price
$163.36
$259.71 discount
Margin of Safety
+63.1%
Fair Value
$192.25
Current Price
$59.79
$132.46 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Earnings expanding 101.7% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 22.1% YoY
Areas to Watch
No major concerns identified
4.9% revenue growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BR
The strongest argument for BR centers on Return on Equity, EPS Growth. PEG of 1.21 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : BR
No major red flags identified for BR, but monitor valuation.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
CTSH carries more volatility with a beta of 0.98 — expect wider price swings.
BR is growing revenue faster at 7.8% — sustainability is the question.
CTSH generates stronger free cash flow (781M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTSH scores higher overall (71/100 vs 66/100). BR offers better value entry with a 60.4% 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.
Broadridge Financial Solutions Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Broadridge Financial Solutions is a public corporate services company founded in 2007 as a spin-off from Automatic Data Processing. The main business of Broadridge is as a service provider supplying public companies with proxy statements, annual reports and other financial documents, and shareholder communications solutions, such as virtual annual meetings.
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.
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