Cognizant Technology Solutions Corp Class A (CTSH)vsKyndryl Holdings Inc (KD)
CTSH
Cognizant Technology Solutions Corp Class A
$53.90
-3.71%
TECHNOLOGY · Cap: $21.11B
KD
Kyndryl Holdings Inc
$13.51
-3.57%
TECHNOLOGY · Cap: $2.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 42% more annual revenue ($21.41B vs $15.09B). CTSH leads profitability with a 10.4% profit margin vs 1.3%. CTSH trades at a lower P/E of 9.7x. CTSH earns a higher WallStSmart Score of 70/100 (B-).
CTSH
Strong Buy70
out of 100
Grade: B-
KD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.4%
Fair Value
$266.17
Current Price
$53.90
$212.28 discount
Intrinsic value data unavailable for KD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
3.6% earnings growth
1.3% margin — thin
Operating margin of 4.1%
Revenue declined 0.8%
Earnings declined 73.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, Debt/Equity, Altman Z-Score. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bull Case : KD
The strongest argument for KD centers on P/E Ratio, Price/Book.
Bear Case : CTSH
The primary concerns for CTSH are EPS Growth.
Bear Case : KD
The primary concerns for KD are Profit Margin, Operating Margin, Revenue Growth. Debt-to-equity of 4.22 is elevated, increasing financial risk. Thin 1.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
KD carries more volatility with a beta of 1.74 — expect wider price swings.
CTSH is growing revenue faster at 5.8% — sustainability is the question.
KD generates stronger free cash flow (382M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CTSH scores higher overall (70/100 vs 43/100). 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.
Kyndryl Holdings Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
Kyndryl Holdings Inc (KD) is a leading global technology services provider that emerged as a standalone entity from IBM in 2021. Specializing in the management, modernization, and optimization of critical IT infrastructure, Kyndryl offers a comprehensive range of services, including cloud integration, data security, and digital transformation solutions. Through strategic alliances with top technology firms, the company delivers customized and innovative services designed to address the dynamic needs of the digital landscape. With its extensive industry expertise and focus on fostering technological advancements, Kyndryl serves as an indispensable partner for organizations looking to enhance their operational capabilities and sustain competitive advantage.
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