Cognizant Technology Solutions Corp Class A (CTSH)vsMagnite Inc (MGNI)
CTSH
Cognizant Technology Solutions Corp Class A
$51.68
-0.50%
TECHNOLOGY · Cap: $24.57B
MGNI
Magnite Inc
$14.13
+0.93%
COMMUNICATION SERVICES · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Cognizant Technology Solutions Corp Class A generates 2898% more annual revenue ($21.41B vs $713.95M). MGNI leads profitability with a 20.3% profit margin vs 10.4%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 77/100 (B+).
CTSH
Strong Buy67
out of 100
Grade: B-
MGNI
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.7%
Fair Value
$304.80
Current Price
$51.68
$253.12 discount
Margin of Safety
+54.1%
Fair Value
$25.69
Current Price
$14.13
$11.56 discount
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
Growing faster than its price suggests
Earnings expanding 230.0% YoY
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.4%
Areas to Watch
3.6% earnings growth
Weak financial health signals
Negative free cash flow — burning cash
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 : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 20.3% and operating margin at 25.4%. PEG of 0.09 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 : MGNI
The primary concerns for MGNI are Free Cash Flow.
Key Dynamics to Monitor
CTSH profiles as a value stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.32 — expect wider price swings.
MGNI is growing revenue faster at 5.9% — sustainability is the question.
CTSH generates stronger free cash flow (198M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (77/100 vs 67/100), backed by strong 20.3% margins. CTSH offers better value entry with a 76.7% margin of safety. Both earn "Strong Buy" and "Strong 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.
Magnite Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Magnite, Inc. operates an independent sales advertising platform in the United States and internationally. The company is headquartered in Los Angeles, California.
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