Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CTSH
STRONG BUYAPPROVECognizant Technology Solutions Corporation · Technology · United States · $21.5B · Avg Vol: $576M/d
Cognizant Technology Solutions is a large IT services provider screening very cheap on value (V86) with a strong quality score (Q77), a net-cash balance sheet and consistent buybacks and dividends, and it has stabilised revenue growth after several years of underperformance. Nothing adverse is known on accounting, solvency or governance.
COMPANY DESCRIPTION
Cognizant Technology Solutions is a global provider of IT consulting, digital transformation, and business process outsourcing services, helping clients modernize technology and transform experiences. The company leverages its deep industry expertise and global delivery model to serve a diverse client base, maintaining a strong competitive position among top-tier IT service providers. Its scale and comprehensive service offerings are key characteristics in the highly competitive technology services market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 19.4B | 19.4B | 19.7B | 21.1B | 2.8% | 21.6B | 22.2B | 23.3B | 5.0% |
| EPS | 4.42 | 4.21 | 4.52 | 4.57 | 1.1% | 4.66 | 4.96 | 5.46 | 9.4% |
| Shares | 509.0M | 498.0M | 495.0M | 479.0M | -5.9% | 450.4M | — | — | — |
| Debt | 1.5B | 1.3B | 1.5B | 1.2B | -9.1% | 2.1B | — | — | — |
| Equity | 12.3B | 13.2B | 14.4B | 15.0B | 6.8% | — | — | — | — |
| Op CF | 2.6B | 2.3B | 2.1B | 2.9B | 3.9% | 2.9B | — | — | — |
| Inv CF | -106.0M | -331.0M | -1.6B | -230.0M | — | — | — | — | — |
| Fin CF | -1.9B | -1.6B | -915.0M | -2.3B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of CTSH are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CTSH | Cognizant Technology Solutions Corporation(you) | $21.5B | 93 | STRONG BUY |
| BR | Broadridge Financial Solutions, Inc. | $17.2B | 81 | STRONG BUY |
| CDW | CDW Corporation | $17.1B | 80 | STRONG BUY |
| IT | Gartner, Inc. | $9.4B | 91 | STRONG BUY |
| INGM | Ingram Micro Holding Corporation | $6.8B | 93 | STRONG BUY |
| JKHY | Jack Henry & Associates, Inc. | $10.7B | 80 | STRONG BUY |
| LDOS | Leidos Holdings, Inc. | $14.1B | 73 | BUY |
| CACI | CACI International Inc | $10.8B | 78 | BUY |
| FIS | Fidelity National Information Services, Inc. | $21.5B | 61 | HOLD |
| SAIC | Science Applications International Corporation | $5.0B | 90 | STRONG BUY |
Peer medians: ROE 7.8% · P/E 38.7x · Gross margin 54.2%