Cognizant Technology Solutions Corp Class A (CTSH)vsKyndryl Holdings Inc (KD)
CTSH
Cognizant Technology Solutions Corp Class A
$53.21
-0.36%
TECHNOLOGY · Cap: $24.68B
KD
Kyndryl Holdings Inc
$11.62
-4.28%
TECHNOLOGY · Cap: $2.57B
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 11.3x. CTSH earns a higher WallStSmart Score of 67/100 (B-).
CTSH
Strong Buy67
out of 100
Grade: B-
KD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.8%
Fair Value
$270.97
Current Price
$53.21
$217.76 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 0.85 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 1.73 — 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 (67/100 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, established as an independent entity from IBM in 2021. Specializing in the management, modernization, and optimization of critical IT infrastructures, Kyndryl offers vital services that include cloud integration, data security, and digital transformation. The company leverages strategic partnerships with prominent technology firms to deliver tailored, innovative solutions that address the complexities of a rapidly changing digital landscape. Kyndryl’s extensive expertise and capabilities make it an essential partner for organizations seeking to elevate their technological performance and secure a competitive edge in their respective markets.
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