Cognizant Technology Solutions Corp Class A (CTSH)vsFidelity National Information Services Inc (FIS)
CTSH
Cognizant Technology Solutions Corp Class A
$60.29
-1.68%
TECHNOLOGY · Cap: $29.60B
FIS
Fidelity National Information Services Inc
$49.21
-2.03%
TECHNOLOGY · Cap: $26.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 98% more annual revenue ($21.11B vs $10.68B). CTSH leads profitability with a 10.6% profit margin vs 3.6%. FIS appears more attractively valued with a PEG of 0.28. CTSH earns a higher WallStSmart Score of 71/100 (B).
CTSH
Strong Buy71
out of 100
Grade: B
FIS
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.3%
Fair Value
$193.09
Current Price
$60.29
$132.80 discount
Margin of Safety
-41.4%
Fair Value
$34.16
Current Price
$49.21
$15.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 22.1% YoY
Growing faster than its price suggests
Earnings expanding 88.1% YoY
Reasonable price relative to book value
Strong operational efficiency at 24.6%
Areas to Watch
4.9% revenue growth
Weak financial health signals
ROE of 2.6% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CTSH
The strongest argument for CTSH centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : FIS
The strongest argument for FIS centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.28 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 : FIS
The primary concerns for FIS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 69.1x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
CTSH carries more volatility with a beta of 0.98 — expect wider price swings.
FIS is growing revenue faster at 8.2% — 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 67/100). 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.
Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
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