Cognizant Technology Solutions Corp Class A (CTSH)vsIngram Micro Holding Corporation (INGM)
CTSH
Cognizant Technology Solutions Corp Class A
$59.14
+0.78%
TECHNOLOGY · Cap: $26.97B
INGM
Ingram Micro Holding Corporation
$26.36
-3.50%
TECHNOLOGY · Cap: $6.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Ingram Micro Holding Corporation generates 159% more annual revenue ($55.98B vs $21.64B). CTSH leads profitability with a 10.3% profit margin vs 0.8%. CTSH trades at a lower P/E of 12.8x. CTSH earns a higher WallStSmart Score of 65/100 (B-).
CTSH
Strong Buy65
out of 100
Grade: B-
INGM
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.5%
Fair Value
$277.89
Current Price
$59.14
$218.75 discount
Intrinsic value data unavailable for INGM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Earnings expanding 199.4% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
4.5% revenue growth
3.8% earnings growth
0.8% margin — thin
Operating margin of 1.7%
Weak financial health signals
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CTSH
The strongest argument for CTSH centers on Altman Z-Score, Debt/Equity, PEG Ratio. PEG of 0.87 suggests the stock is reasonably priced for its growth.
Bull Case : INGM
The strongest argument for INGM centers on Price/Book, EPS Growth, Altman Z-Score. Revenue growth of 13.6% demonstrates continued momentum.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, EPS Growth.
Bear Case : INGM
The primary concerns for INGM are Profit Margin, Operating Margin, Piotroski F-Score. Thin 0.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
INGM is growing revenue faster at 13.6% — sustainability is the question.
CTSH generates stronger free cash flow (459M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTSH scores higher overall (65/100 vs 59/100). 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.
Ingram Micro Holding Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Ingram Micro Holding Corporation (INGM) stands as a leading global distributor of information technology products and supply chain solutions, with a strong focus on transformative services such as cloud computing, mobility, and automation. Operating across North America, Europe, and Asia, the company serves a broad spectrum of clients, from small businesses to large enterprises, by harnessing a robust partner ecosystem to facilitate digital transformation. Ingram Micro's dedication to technological innovation and its agile response to the rapidly changing digital landscape make it an attractive investment for institutional investors seeking exposure to growth within the technology sector.
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