Cognizant Technology Solutions Corp Class A (CTSH)vsEPAM Systems Inc (EPAM)
CTSH
Cognizant Technology Solutions Corp Class A
$41.83
-0.36%
TECHNOLOGY · Cap: $24.68B
EPAM
EPAM Systems Inc
$98.04
+0.46%
TECHNOLOGY · Cap: $4.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 285% more annual revenue ($21.41B vs $5.56B). CTSH leads profitability with a 10.4% profit margin vs 7.0%. EPAM appears more attractively valued with a PEG of 0.49. CTSH earns a higher WallStSmart Score of 67/100 (B-).
CTSH
Strong Buy67
out of 100
Grade: B-
EPAM
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.7%
Fair Value
$269.78
Current Price
$41.83
$227.95 discount
Margin of Safety
+48.9%
Fair Value
$348.41
Current Price
$98.04
$250.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Growing faster than its price suggests
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
3.6% earnings growth
7.0% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, Price/Book, Debt/Equity. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bull Case : EPAM
The strongest argument for EPAM centers on PEG Ratio, Debt/Equity, Altman Z-Score. PEG of 0.49 suggests the stock is reasonably priced for its growth.
Bear Case : CTSH
The primary concerns for CTSH are EPS Growth.
Bear Case : EPAM
The primary concerns for EPAM are Profit Margin, Free Cash Flow.
Key Dynamics to Monitor
EPAM carries more volatility with a beta of 1.40 — expect wider price swings.
EPAM is growing revenue faster at 7.6% — sustainability is the question.
CTSH generates stronger free cash flow (198M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTSH scores higher overall (67/100 vs 66/100). EPAM offers better value entry with a 48.9% 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.
EPAM Systems Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
EPAM Systems, Inc. provides digital platform engineering and software development services in North America, Europe, Russia, Belarus, Kazakhstan, Ukraine, Georgia, East Asia, Southeast Asia, and Australia. The company is headquartered in Newtown, Pennsylvania.
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