Cognizant Technology Solutions Corp Class A (CTSH)vsGoldman Sachs Group Inc (GS)
CTSH
Cognizant Technology Solutions Corp Class A
$59.79
-0.75%
TECHNOLOGY · Cap: $28.86B
GS
Goldman Sachs Group Inc
$841.84
+0.73%
FINANCIAL SERVICES · Cap: $250.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Goldman Sachs Group Inc generates 181% more annual revenue ($59.40B vs $21.11B). GS leads profitability with a 28.9% profit margin vs 10.6%. CTSH appears more attractively valued with a PEG of 1.02. GS earns a higher WallStSmart Score of 73/100 (B).
CTSH
Strong Buy71
out of 100
Grade: B
GS
Strong Buy73
out of 100
Grade: B
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
+52.4%
Fair Value
$1768.48
Current Price
$841.84
$926.64 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
Mega-cap, among the largest globally
Strong operational efficiency at 38.3%
Keeps 29 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
15.2% revenue growth
Areas to Watch
4.9% revenue growth
Weak financial health signals
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, EPS Growth. PEG of 1.02 suggests the stock is reasonably priced for its growth.
Bull Case : GS
The strongest argument for GS centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 28.9% and operating margin at 38.3%. Revenue growth of 15.2% demonstrates continued momentum.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, Piotroski F-Score.
Bear Case : GS
The primary concerns for GS are Free Cash Flow.
Key Dynamics to Monitor
CTSH profiles as a value stock while GS is a growth play — different risk/reward profiles.
GS carries more volatility with a beta of 1.34 — expect wider price swings.
GS is growing revenue faster at 15.2% — sustainability is the question.
CTSH generates stronger free cash flow (781M), providing more financial flexibility.
Bottom Line
GS scores higher overall (73/100 vs 71/100), backed by strong 28.9% margins and 15.2% revenue growth. CTSH offers better value entry with a 63.1% 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.
Goldman Sachs Group Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Goldman Sachs Group, Inc., is an American multinational investment bank and financial services company headquartered in New York City. It offers services in investment management, securities, asset management, prime brokerage, and securities underwriting. It also provides investment banking to institutional investors.
Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
Want to dig deeper into these stocks?