Cognizant Technology Solutions Corp Class A (CTSH)vsKKR & Co LP (KKR)
CTSH
Cognizant Technology Solutions Corp Class A
$51.68
-0.50%
TECHNOLOGY · Cap: $24.57B
KKR
KKR & Co LP
$102.52
+2.17%
FINANCIAL SERVICES · Cap: $92.71B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 19% more annual revenue ($25.38B vs $21.41B). KKR leads profitability with a 11.7% profit margin vs 10.4%. KKR appears more attractively valued with a PEG of 0.54. CTSH earns a higher WallStSmart Score of 67/100 (B-).
CTSH
Strong Buy67
out of 100
Grade: B-
KKR
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.7%
Fair Value
$304.80
Current Price
$51.68
$253.12 discount
Intrinsic value data unavailable for KKR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Growing faster than its price suggests
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.7B in free cash flow
Areas to Watch
3.6% earnings growth
Weak financial health signals
Premium valuation, high expectations priced in
Revenue declined 5.4%
Earnings declined 2.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CTSH
The strongest argument for CTSH centers on P/E Ratio, PEG Ratio, Price/Book. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bull Case : KKR
The strongest argument for KKR centers on Market Cap, PEG Ratio, Free Cash Flow. PEG of 0.54 suggests the stock is reasonably priced for its growth.
Bear Case : CTSH
The primary concerns for CTSH are EPS Growth, Piotroski F-Score.
Bear Case : KKR
The primary concerns for KKR are P/E Ratio, Revenue Growth, EPS Growth. A P/E of 42.9x leaves little room for execution misses.
Key Dynamics to Monitor
CTSH profiles as a value stock while KKR is a declining play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.85 — expect wider price swings.
CTSH is growing revenue faster at 5.8% — sustainability is the question.
KKR generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
CTSH scores higher overall (67/100 vs 48/100). 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.
KKR & Co LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.
Compare with Other INFORMATION TECHNOLOGY SERVICES Stocks
Want to dig deeper into these stocks?