Cognizant Technology Solutions Corp Class A (CTSH)vsIngram Micro Holding Corporation (INGM)
CTSH
Cognizant Technology Solutions Corp Class A
$59.79
-0.75%
TECHNOLOGY · Cap: $28.86B
INGM
Ingram Micro Holding Corporation
$22.79
+1.60%
TECHNOLOGY · Cap: $5.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Ingram Micro Holding Corporation generates 149% more annual revenue ($52.56B vs $21.11B). CTSH leads profitability with a 10.6% profit margin vs 0.6%. CTSH trades at a lower P/E of 13.1x. CTSH earns a higher WallStSmart Score of 71/100 (B).
CTSH
Strong Buy71
out of 100
Grade: B
INGM
Buy57
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
+66.3%
Fair Value
$65.05
Current Price
$22.79
$42.26 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
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Earnings expanding 40.6% YoY
Generating 1.5B in free cash flow
Areas to Watch
4.9% revenue growth
Weak financial health signals
0.6% margin — thin
Operating margin of 2.2%
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 : INGM
The strongest argument for INGM centers on Price/Book, Altman Z-Score, Debt/Equity. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : CTSH
The primary concerns for CTSH are Revenue Growth, Piotroski F-Score.
Bear Case : INGM
The primary concerns for INGM are Profit Margin, Operating Margin. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
INGM is growing revenue faster at 11.5% — sustainability is the question.
INGM generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTSH scores higher overall (71/100 vs 57/100). INGM offers better value entry with a 66.3% 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.
Ingram Micro Holding Corporation
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Ingram Micro Holding Corporation (INGM) is a leading global distributor of information technology products and supply chain solutions, focusing on innovative services such as cloud computing, mobility, and automation. With a strong operational footprint across North America, Europe, and Asia, the company serves a wide range of clients, from small businesses to large enterprises, facilitating their digital transformation through a comprehensive partner ecosystem. Ingram Micro's commitment to technology enablement and its agile market approach position it favorably for ongoing growth in the rapidly evolving digital landscape, presenting an appealing investment opportunity for institutional investors looking to capitalize on the technology sector's potential.
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