Cognizant Technology Solutions Corp Class A (CTSH)vsGDS Holdings Ltd (GDS)
CTSH
Cognizant Technology Solutions Corp Class A
$59.79
-0.75%
TECHNOLOGY · Cap: $28.86B
GDS
GDS Holdings Ltd
$45.00
+3.50%
TECHNOLOGY · Cap: $8.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 85% more annual revenue ($21.11B vs $11.43B). CTSH leads profitability with a 10.6% profit margin vs 8.3%. CTSH appears more attractively valued with a PEG of 1.02. CTSH earns a higher WallStSmart Score of 71/100 (B).
CTSH
Strong Buy71
out of 100
Grade: B
GDS
Hold47
out of 100
Grade: D+
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
-986.0%
Fair Value
$4.28
Current Price
$45.00
$40.72 premium
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
Reasonable price relative to book value
Areas to Watch
4.9% revenue growth
Weak financial health signals
0.0% earnings growth
ROE of 3.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : GDS
The strongest argument for GDS centers on Price/Book.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, Piotroski F-Score.
Bear Case : GDS
The primary concerns for GDS are EPS Growth, Return on Equity, PEG Ratio. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
CTSH carries more volatility with a beta of 0.98 — expect wider price swings.
GDS is growing revenue faster at 8.6% — 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 47/100). Both earn "Strong Buy" and "Hold" 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.
GDS Holdings Ltd
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · China
GDS Holdings Limited, develops and operates data centers in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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