Added to YB: 2026-07-21
Pitch date: 2026-07-18
CTSH [bullish]
Cognizant Technology Solutions Corporation
+1.11%
current return
Author Info
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Company Info
Cognizant Technology Solutions Corporation, a professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally.
Market Cap
$21.2B
Pitch Price
$44.15
Price Target
N/A
Dividend
2.95%
EV/EBITDA
5.06
P/E
9.73
EV/Sales
0.97
Sector
IT Services
Category
value
$CTSH DCF valuation model
CTSH: Labor-cost arbitrage play—73% of 357.6k workforce in low-cost India serving Western clients. Trades <10 P/E, below historical avg. DCF assumes 4.6%/3.3% 5Y growth, 2.5% perpetuity, 18.3% EBITDA margin, 8.4% WACC, 14-15% ROIC, narrow moat. 40% discount to FV; ~19% annual alpha if realized in 3yrs. Q1'26 rev +5.8%, bookings +11% to $29.6B.
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