Cognizant Technology Solutions Corp Class A (CTSH)vsExlService Holdings Inc (EXLS)
CTSH
Cognizant Technology Solutions Corp Class A
$59.79
-0.75%
TECHNOLOGY · Cap: $28.86B
EXLS
ExlService Holdings Inc
$30.28
-0.07%
TECHNOLOGY · Cap: $4.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 911% more annual revenue ($21.11B vs $2.09B). EXLS leads profitability with a 12.0% profit margin vs 10.6%. EXLS appears more attractively valued with a PEG of 1.01. CTSH earns a higher WallStSmart Score of 71/100 (B).
CTSH
Strong Buy71
out of 100
Grade: B
EXLS
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.1%
Fair Value
$192.25
Current Price
$59.79
$132.46 discount
Margin of Safety
+46.6%
Fair Value
$56.66
Current Price
$30.28
$26.38 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
Safe zone — low bankruptcy risk
Every $100 of equity generates 27 in profit
Areas to Watch
4.9% revenue growth
Weak financial health signals
No major concerns identified
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 : EXLS
The strongest argument for EXLS centers on Altman Z-Score, Return on Equity. Revenue growth of 12.7% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, Piotroski F-Score.
Bear Case : EXLS
No major red flags identified for EXLS, but monitor valuation.
Key Dynamics to Monitor
CTSH carries more volatility with a beta of 0.98 — expect wider price swings.
EXLS is growing revenue faster at 12.7% — 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 63/100). EXLS offers better value entry with a 46.6% margin of safety. 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.
ExlService Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
ExlService Holdings, Inc. provides operations management and analysis services in the United States, the United Kingdom, and internationally. The company is headquartered in New York, New York.
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